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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1501
Arden Trust
Delaware
$305K -$437K -10,862 -60%
LA
1502
Lynch & Associates
Indiana
$304K – – –
SIM
1503
SSI Investment Management
California
$303K -$49.8K -1,238 -15%
GWMI
1504
Guardian Wealth Management (Illinois)
Illinois
$302K -$15.4K -382 -5%
CFP
1505
Catalyst Financial Partners
Massachusetts
$302K +$285K +7,069 New
PP
1506
PDT Partners
New York
$301K +$284K +7,058 New
FAM
1507
Formidable Asset Management
Ohio
$299K -$39.5K -982 -12%
KA
1508
Kearns & Associates
California
$299K – – –
SWIG
1509
Strategic Wealth Investment Group
Kentucky
$299K +$34.4K +855 +14%
NRC
1510
New Republic Capital
North Carolina
$299K +$24.7K +614 +10%
HCM
1511
Howland Capital Management
Massachusetts
$299K -$25.7K -638 -8%
WC
1512
Westhampton Capital
North Carolina
$298K – – –
AFP
1513
Ausdal Financial Partners
Iowa
$298K +$684 +17 +0.2%
IIC
1514
Integrated Investment Consultants
Michigan
$298K +$3.66K +91 +1%
SFG
1515
SNS Financial Group
Minnesota
$298K +$2.09K +52 +0.8%
MA
1516
MONECO Advisors
Connecticut
$298K -$82.4K -2,046 -23%
PWA
1517
Physician Wealth Advisors
Utah
$298K – – –
EFSCE
1518
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$29.4K +731 +12%
DIM
1519
Delta Investment Management
California
$296K -$17.6K -438 -6%
WE
1520
Wealth Effects
Massachusetts
$296K -$6.64K -165 -2%
MSFS
1521
Main Street Financial Solutions
Pennsylvania
$295K +$7.65K +190 +3%
JWBC
1522
John W. Brooker & Co
California
$295K – – –
LB
1523
Legacy Bridge
Iowa
$295K – – –
BFWA
1524
Benchmark Financial Wealth Advisors
Florida
$294K -$15.5K -386 -5%
FCMT
1525
Founders Capital Management (Texas)
Texas
$291K – – –
59 60
61
62 63