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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1476
CFO4Life Group
Texas
$644K +$208K +3,042 +50%
VNA
1477
Valley National Advisers
Pennsylvania
$642K +$888 +13 +0.1%
MWM
1478
Meridian Wealth Management
Kentucky
$640K +$12K +176 +2%
NFC
1479
Northstar Financial Companies
Pennsylvania
$638K +$620K +9,078 New
LFA
1480
Lauterbach Financial Advisors
Texas
$636K +$3.28K +48 +0.5%
WCA
1481
Westover Capital Advisors
Delaware
$635K – – –
TF
1482
Tudor Financial
Ohio
$635K +$52K +761 +9%
CPM
1483
Connective Portfolio Management
New York
$632K +$614K +9,000 New
ISFAN
1484
Investor's Fiduciary Advisor Network
Washington
$632K +$615K +9,004 New
MWP
1485
Meridian Wealth Partners
Pennsylvania
$632K -$2.27M -33,242 -79%
MCM
1486
Manchester Capital Management
Vermont
$629K +$11.9K +175 +2%
WLPWM
1487
Walled Lake Planning & Wealth Management
Illinois
$629K – – –
DWM
1488
Destination Wealth Management
California
$627K +$281K +4,118 +86%
T
1489
Transce3nd
Texas
$625K +$606K +8,874 New
SWC
1490
Spectrum Wealth Counsel
Indiana
$624K – – –
AP
1491
Appleton Partners
Massachusetts
$623K -$15.8K -231 -3%
IFU
1492
iSAM Funds (UK)
United Kingdom
$622K -$424K -6,211 -41%
CIM
1493
CIM Investment Management
Pennsylvania
$622K +$2.73K +40 +0.5%
FWP
1494
FAS Wealth Partners
Kansas
$622K +$2.87K +42 +0.5%
CWM
1495
Circle Wealth Management
New Jersey
$622K -$75.4K -1,104 -11%
MIP
1496
Marietta Investment Partners
Wisconsin
$618K – – –
CBUSF
1497
Construction & Building Unions Superannuation Fund
Australia
$618K +$601K +8,800 New
1WM
1498
1900 Wealth Management
Texas
$617K – – –
HI
1499
Hudock Inc
Pennsylvania
$616K +$546 +8 +0.1%
HI
1500
Humankind Investments
New York
$616K -$166K -2,428 -22%
58 59
60
61 62