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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Altavista Wealth Management
North Carolina
$203K +$174K +6,718 New
WSTAM
1502
Wilbanks Smith & Thomas Asset Management
Virginia
$203K +$174K +6,731 New
OWA
1503
Octavia Wealth Advisors
Ohio
$202K +$173K +6,682 New
HR
1504
Hardy Reed
Mississippi
$202K +$173K +6,686 New
OC
1505
Oarsman Capital
Wisconsin
$202K +$174K +6,706 New
CFG
1506
CKW Financial Group
Hawaii
$194K -$5.18K -200 -3%
SFO
1507
Standard Family Office
South Dakota
$193K +$166K +6,408 New
1IA
1508
1834 Investment Advisors
Wisconsin
$192K -$5.28K -204 -3%
PWA
1509
Phoenix Wealth Advisors
North Carolina
$192K +$165K +6,362 New
TCWA
1510
Ten Capital Wealth Advisors
Washington
$191K +$164K +6,334 New
DAC
1511
Dividend Assets Capital
South Carolina
$189K -$71.7K -2,770 -31%
ZB
1512
Zions Bancorporation
Utah
$185K +$6.52K +252 +4%
NSB
1513
Norway Savings Bank
Maine
$180K +$13.9K +538 +10%
ARMC
1514
American Research & Management Company
Massachusetts
$176K – – –
FRA
1515
Front Row Advisors
California
$175K -$281K -10,855 -65%
ICP
1516
Interchange Capital Partners
Pennsylvania
$172K +$148K +5,719 New
SWA
1517
Sutton Wealth Advisors
Florida
$167K +$207 +8 +0.1%
JG
1518
Jefferies Group
New York
$163K -$1.62M -62,533 -92%
FHC
1519
First Horizon Corporation
Tennessee
$162K -$10.9K -421 -7%
RIM
1520
Rockbridge Investment Management
New York
$156K +$3.5K +135 +3%
CT
1521
Caldwell Trust
Florida
$153K -$273K -10,553 -68%
BWA
1522
Burt Wealth Advisors
Maryland
$153K – – –
PMFA
1523
Plante Moran Financial Advisors
Michigan
$153K +$5.57K +215 +4%
CCG
1524
Ceeto Capital Group
Florida
$151K -$155K -6,000 -55%
PO
1525
Private Ocean
California
$147K +$3.88K +150 +3%
59 60
61
62 63