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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1501
FinTrust Capital Advisors
South Carolina
$501K +$17.1K +327 +4%
FWP
1502
FAS Wealth Partners
Kansas
$498K +$3.35K +64 +0.7%
LB
1503
Legacy Bridge
Iowa
$495K -$524K -10,000 -52%
SAM
1504
Sawgrass Asset Management
Florida
$494K -$296K -5,650 -38%
VC
1505
Veracity Capital
Georgia
$494K +$481K +9,175 New
KLI
1506
Kelman-Lazarov Inc
Tennessee
$491K -$12.3K -235 -3%
NL
1507
NWAM LLC
Washington
$491K +$164K +3,133 +52%
CFFP
1508
Center for Financial Planning
Michigan
$489K +$476K +9,081 New
CWM
1509
Chesapeake Wealth Management
Virginia
$488K – – –
VST
1510
Van Strum & Towne
California
$487K -$9.43K -180 -2%
ACM
1511
Alpha Capital Management
Texas
$487K – – –
DAC
1512
Dividend Assets Capital
South Carolina
$486K -$5.24K -100 -1%
WHRC
1513
W.H. Reaves & Co
New Jersey
$486K – – –
WDL
1514
Well Done LLC
Michigan
$486K +$576 +11 +0.1%
DWM
1515
Dakota Wealth Management
Florida
$483K +$470K +8,970 New
CIA
1516
CSat Investment Advisory
Michigan
$482K +$68K +1,299 +17%
TI
1517
Tidal Investments
Wisconsin
$480K +$68.2K +1,303 +17%
I2I
1518
Insight 2811 Inc
Illinois
$477K -$54.8K -1,046 -11%
EM
1519
ELCO Management
New York
$477K -$33.8K -645 -7%
MWM
1520
MorganRosel Wealth Management
Colorado
$476K – – –
WP
1521
WMS Partners
Maryland
$473K -$27.9K -533 -6%
OCM
1522
One Capital Management
California
$472K +$47.7K +910 +12%
CA
1523
Claro Advisors
Massachusetts
$471K +$1.36K +26 +0.3%
CA
1524
Cornerstone Advisory
Maryland
$470K -$37.6K -717 -8%
PGIM
1525
Pacific Global Investment Management
California
$470K -$2.83K -54 -0.6%
59 60
61
62 63