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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1526
Partners Capital Investment Group
Massachusetts
$348K +$305K +7,079 New
BFWA
1527
Benchmark Financial Wealth Advisors
Florida
$347K +$2.42K +56 +0.8%
P
1528
&Partners
Tennessee
$347K +$307K +7,116 New
CAC
1529
Core Alternative Capital
Georgia
$347K -$18.5K -428 -6%
KA
1530
Kearns & Associates
California
$345K – – –
KSWA
1531
Kathleen S. Wright Associates
Pennsylvania
$344K -$86.3K -2,000 -22%
WC
1532
Westhampton Capital
North Carolina
$344K – – –
WDL
1533
Well Done LLC
Michigan
$342K +$8.07K +187 +3%
TFA
1534
Transamerica Financial Advisors
Florida
$342K -$53.9K -1,250 -15%
PCP
1535
Proficio Capital Partners
Massachusetts
$342K +$5.44K +126 +2%
SAM
1536
S.A. Mason
Michigan
$341K – – –
SIS
1537
Sound Income Strategies
Florida
$341K -$84.6K -1,960 -22%
AFP
1538
Ausdal Financial Partners
Iowa
$341K -$3.28K -76 -1%
SIM
1539
SSI Investment Management
California
$340K -$475 -11 -0.2%
JWBC
1540
John W. Brooker & Co
California
$340K – – –
NRC
1541
New Republic Capital
North Carolina
$340K +$2.76K +64 +0.9%
TWM
1542
Thrive Wealth Management
Pennsylvania
$339K +$59.8K +1,386 +25%
BFG
1543
Bouchey Financial Group
New York
$339K +$8.76K +203 +3%
EFSCE
1544
Enterprise Financial Services Corp (EFSC)
Missouri
$338K +$2.55K +59 +0.9%
CCM
1545
Check Capital Management
California
$338K -$134K -3,106 -31%
CWM
1546
CarsonAllaria Wealth Management
Illinois
$337K -$16.4K -381 -5%
MA
1547
MONECO Advisors
Connecticut
$337K -$25.2K -583 -8%
SMC
1548
Smith, Moore & Co
Missouri
$336K -$86.3K -2,000 -23%
EA
1549
Evolution Advisers
Virginia
$336K +$43 +1 +0%
FCMT
1550
Founders Capital Management (Texas)
Texas
$335K -$2.2K -51 -0.7%
60 61
62
63 64