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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1501
NVWM LLC
Pennsylvania
$47K – – –
CFO
1502
CVA Family Office
Colorado
$47K +$24.6K +1,000 +100%
BWA
1503
BDO Wealth Advisors
Florida
$46K -$27.1K -1,100 -36%
PWM
1504
Provident Wealth Management
Tennessee
$45K +$46.8K +1,900 New
LTI
1505
Laffer Tengler Investments
Tennessee
$44.7K +$46.9K +1,903 New
PIA
1506
Powell Investment Advisors
Florida
$44K -$142K -5,744 -75%
PP
1507
Pacifica Partners
Canada
$44K +$9.86K +400 +27%
OC
1508
Oakworth Capital
Alabama
$43K -$92.2K -3,740 -67%
SGAM
1509
Smith Group Asset Management
Texas
$43K +$6.16K +250 +16%
DWA
1510
Dougherty Wealth Advisers
Minnesota
$42K -$80K -3,248 -65%
CIR
1511
Clear Investment Research
Georgia
$42K – – –
BAM
1512
Bellevue Asset Management
Washington
$41K +$5.27K +214 +14%
CTB
1513
Country Trust Bank
Illinois
$39K – – –
SWM
1514
Selective Wealth Management
Virginia
$38K – – –
GAM
1515
Gemmer Asset Management
California
$38K +$5.03K +204 +14%
CCMW
1516
Cypress Capital Management (Wyoming)
Wyoming
$37K -$9.86K -400 -21%
MPWT
1517
MassMutual Private Wealth & Trust
Connecticut
$36K -$26.9K -1,090 -41%
BWL
1518
Bogart Wealth LLC
Virginia
$35K -$46.4K -1,883 -55%
FMTCOCP
1519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K – – –
LFG
1520
Larson Financial Group
Missouri
$34K -$139K -5,621 -80%
EIP
1521
Ellis Investment Partners
Pennsylvania
$33K – – –
EWM
1522
Edge Wealth Management
New York
$32K -$101K -4,109 -75%
AWM
1523
Adams Wealth Management
Utah
$31K +$32.1K +1,301 New
CWM
1524
Cranbrook Wealth Management
Michigan
$30K – – –
SIS
1525
Sound Income Strategies
Florida
$30K +$17.1K +694 +120%
59 60
61
62 63