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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1476
Westover Capital Advisors
Delaware
$725K – – –
PWM
1477
Prentice Wealth Management
New York
$724K -$39.3K -545 -6%
TF
1478
Tudor Financial
Ohio
$724K -$216 -3 -0%
SC
1479
Summa Corp
Texas
$723K +$144 +2 +0%
DMBA
1480
Deseret Mutual Benefit Administrators
Utah
$723K – – –
JFA
1481
JNBA Financial Advisors
Minnesota
$722K -$8.44K -117 -1%
FWP
1482
FAS Wealth Partners
Kansas
$718K +$6.34K +88 +1%
KCAM
1483
Kagan Cocozza Asset Management
New Jersey
$718K +$3.6K +50 +0.6%
TTIC
1484
Tower Trust & Investment Company
Iowa
$714K – – –
GLA
1485
Good Life Advisors
Pennsylvania
$714K -$181K -2,507 -22%
SWM
1486
SilverOak Wealth Management
Minnesota
$713K +$20.6K +286 +3%
CWG
1487
Cornerstone Wealth Group
North Carolina
$711K +$97.8K +1,357 +18%
SRC
1488
Shufro Rose & Co
New York
$711K – – –
WLPWM
1489
Walled Lake Planning & Wealth Management
Illinois
$711K – – –
FC
1490
Farringdon Capital
United Kingdom
$709K +$340K +4,709 +114%
WCM
1491
Winthrop Capital Management
Indiana
$708K +$8.36K +116 +1%
BFWA
1492
Benchmark Financial Wealth Advisors
Florida
$708K +$95.1K +1,319 +18%
CIM
1493
CIM Investment Management
Pennsylvania
$706K -$2.88K -40 -0.5%
MWP
1494
Meridian Wealth Partners
Pennsylvania
$706K +$2.81K +39 +0.4%
MIP
1495
Marietta Investment Partners
Wisconsin
$705K – – –
AWE
1496
Avidian Wealth Enterprises
Texas
$704K +$89.4K +1,240 +16%
HI
1497
Hudock Inc
Pennsylvania
$703K +$72 +1 +0%
SB
1498
Strategic Blueprint
Georgia
$701K +$225K +3,121 +55%
TFA
1499
Transamerica Financial Advisors
Florida
$699K -$34.5K -479 -5%
AG
1500
Algert Global
California
$699K -$4.4M -61,002 -87%
58 59
60
61 62