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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1501
OneAscent Financial Services
Alabama
$436K +$13.5K +253 +3%
BCA
1502
Bay Colony Advisors
Massachusetts
$435K -$22.3K -416 -4%
SMG
1503
Spectrum Management Group
Indiana
$431K – – –
AWA
1504
Arete Wealth Advisors
Illinois
$431K +$99K +1,849 +23%
RFM
1505
Royal Fund Management
Florida
$430K +$1.66K +31 +0.4%
VCP
1506
Verus Capital Partners
Arizona
$430K +$515K +9,622 New
APIM
1507
Agate Pass Investment Management
Washington
$429K -$11.2K -210 -2%
AIA
1508
Arbor Investment Advisors
North Carolina
$428K -$963 -18 -0.2%
RWA
1509
River Wealth Advisors
Pennsylvania
$428K +$375 +7 +0.1%
WWG
1510
West Wealth Group
California
$427K -$9.85K -184 -2%
1WM
1511
1900 Wealth Management
Texas
$426K +$428 +8 +0.1%
WPW
1512
Warther Private Wealth
Ohio
$423K +$464K +8,677 New
B
1513
Bailard
California
$422K +$14.9K +279 +3%
FAM
1514
Formidable Asset Management
Ohio
$420K -$25.9K -484 -5%
PCM
1515
Penserra Capital Management
California
$419K -$128K -2,397 -22%
PGIM
1516
Pacific Global Investment Management
California
$419K +$67.2K +1,255 +17%
IHWM
1517
Iron Horse Wealth Management
Iowa
$417K -$3.16K -59 -0.7%
SC
1518
Schulhoff & Co
Ohio
$416K +$107 +2 +0%
PSB
1519
Piscataqua Savings Bank
New Hampshire
$414K -$15.9K -298 -3%
PA
1520
PSI Advisors
Florida
$413K -$10.7K -199 -2%
MA
1521
MCF Advisors
Kentucky
$412K +$455K +8,497 New
CFA
1522
Cahill Financial Advisors
Minnesota
$411K -$21K -392 -4%
MRCM
1523
M&R Capital Management
New Jersey
$411K +$61.3K +1,145 +16%
BG
1524
Bollard Group
Massachusetts
$410K +$2.19K +41 +0.5%
KF
1525
Krilogy Financial
Missouri
$409K +$83.1K +1,553 +23%
59 60
61
62 63