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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1501
Main Street Financial Solutions
Pennsylvania
$325K +$7.99K +179 +3%
NL
1502
NWAM LLC
Washington
$325K +$67K +1,501 +26%
SFO
1503
Standard Family Office
South Dakota
$325K +$97K +2,173 +43%
CPA
1504
Clear Perspective Advisors
Illinois
$324K -$182K -4,070 -36%
SMA
1505
Sage Mountain Advisors
Georgia
$324K +$319K +7,150 New
FHA
1506
Flagship Harbor Advisors
Massachusetts
$323K -$221K -4,958 -41%
EWA
1507
ERTS Wealth Advisors
Michigan
$323K +$27.2K +609 +9%
TNBTD
1508
Trustmark National Bank Trust Department
Mississippi
$322K -$19.6K -440 -6%
WCM
1509
Wallace Capital Management
Texas
$322K – – –
SAS
1510
Sanford Advisory Services
Michigan
$321K – – –
LC
1511
Lincoln Capital
Nebraska
$321K +$317K +7,091 New
ATPW
1512
Ashton Thomas Private Wealth
Arizona
$321K +$3.26K +73 +1%
CWP
1513
Concord Wealth Partners
Virginia
$319K -$74K -1,657 -19%
LKIM
1514
Lawson Kroeker Investment Management
Nebraska
$319K – – –
SS
1515
Simplicity Solutions
Minnesota
$319K +$314K +7,042 New
FIM
1516
Fruth Investment Management
Texas
$318K -$8.93K -200 -3%
FRA
1517
Front Row Advisors
California
$318K +$19.6K +440 +7%
JI
1518
Jeereddi Investments
California
$317K -$134K -2,994 -30%
BWM
1519
BigSur Wealth Management
Florida
$317K -$89.3K -2,000 -22%
ACM
1520
Adalta Capital Management
New York
$317K -$13.4K -300 -4%
BAIA
1521
Bel Air Investment Advisors
California
$316K +$40.2K +900 +15%
WCM
1522
Wedge Capital Management
North Carolina
$315K -$44.8K -1,004 -13%
JWBC
1523
John W. Brooker & Co
California
$313K – – –
HAS
1524
HBW Advisory Services
California
$312K +$24.6K +550 +9%
GD
1525
Grandfield & Dodd
New York
$310K -$8.93K -200 -3%
59 60
61
62 63