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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1501
Ballast Inc
Kentucky
$303K – – –
MCM
1502
Magnolia Capital Management
New York
$302K – – –
POIA
1503
Pin Oak Investment Advisors
Texas
$302K – – –
DCM
1504
Donaldson Capital Management
Indiana
$301K -$91.9K -2,139 -22%
CBFP
1505
Cedar Brook Financial Partners
Ohio
$300K +$5.28K +123 +2%
EGA
1506
E&G Advisors
Texas
$300K -$5.16K -120 -2%
IB
1507
Intrust Bank
Kansas
$300K +$1.16K +27 +0.4%
VCP
1508
Verus Capital Partners
Arizona
$300K +$39.1K +909 +14%
EMG
1509
ETF Managers Group
New Jersey
$300K +$320K +7,457 New
VWA
1510
Visionary Wealth Advisors
Illinois
$299K -$100K -2,328 -24%
NJBEST
1511
New Jersey Better Educational Savings Trust
New Jersey
$298K – – –
HCM
1512
Howland Capital Management
Massachusetts
$298K +$318K +7,405 New
FNBTCON
1513
First National Bank & Trust Co of Newtown
Pennsylvania
$297K – – –
DIM
1514
Delta Investment Management
California
$297K +$11.2K +260 +4%
PP
1515
Pegasus Partners
Wisconsin
$296K +$316K +7,353 New
PWA
1516
Physician Wealth Advisors
Utah
$294K -$4.3K -100 -1%
ICP
1517
Interchange Capital Partners
Pennsylvania
$294K +$314K +7,317 New
HFG
1518
Heron Financial Group
New York
$292K – – –
WA
1519
Waddell & Associates
Tennessee
$292K +$172 +4 +0.1%
CWM
1520
CarsonAllaria Wealth Management
Illinois
$291K -$2.71K -63 -0.9%
TC
1521
TwinBeech Capital
New York
$291K +$311K +7,242 New
RWP
1522
RWA Wealth Partners
Massachusetts
$290K +$43 +1 +0%
MCCP
1523
Mission Creek Capital Partners
California
$290K +$473 +11 +0.2%
TFA
1524
Tranquilli Financial Advisor
New Jersey
$290K +$55.7K +1,296 +22%
AFT
1525
Alpha Family Trust
California
$289K +$309K +7,185 New
59 60
61
62 63