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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1526
Monarch Capital Management
Indiana
$836K -$45.8K -527 -6%
FMB
1527
Field & Main Bank
Kentucky
$836K +$12.8K +147 +2%
PP
1528
Patten & Patten
Tennessee
$836K +$118K +1,360 +18%
CIA
1529
Cape Investment Advisory
Georgia
$835K +$68.2K +786 +10%
ONST
1530
Old North State Trust
North Carolina
$834K – – –
TTIC
1531
Tower Trust & Investment Company
Iowa
$830K – – –
SCP
1532
Sivia Capital Partners
California
$829K +$39.2K +451 +5%
CWG
1533
Cornerstone Wealth Group
North Carolina
$828K +$16.1K +186 +2%
XF
1534
XML Financial
Maryland
$827K -$333K -3,831 -30%
BOSSRA
1535
B.O.S.S. Retirement Advisors
Utah
$827K +$40.7K +469 +6%
SWA
1536
Stratos Wealth Advisors
Ohio
$826K -$42.2K -486 -5%
CA
1537
Capital Advantage
California
$825K +$19.3K +222 +3%
EP
1538
Edgestream Partners
New Jersey
$822K +$267K +3,072 +53%
CA
1539
Cumberland Advisors
Florida
$820K – – –
EPW
1540
Elevated Private Wealth
Wisconsin
$820K +$764K +8,798 New
BFWA
1541
Benchmark Financial Wealth Advisors
Florida
$817K -$4.6K -53 -0.6%
LCWP
1542
Legacy Capital Wealth Partners
Arkansas
$816K -$6.6K -76 -0.9%
BFC
1543
Bedel Financial Consulting
Indiana
$814K +$24.4K +281 +3%
DM
1544
Diversified Management
Wisconsin
$813K +$758K +8,727 New
WFA
1545
Wellspring Financial Advisors
Ohio
$813K +$319K +3,677 +73%
CIM
1546
CIM Investment Management
Pennsylvania
$813K – – –
MFA
1547
Mayflower Financial Advisors
Massachusetts
$812K +$5.12K +59 +0.7%
DWM
1548
Dakota Wealth Management
Florida
$811K +$42.7K +492 +6%
KW
1549
KWB Wealth
California
$810K +$272K +3,133 +56%
SSWM
1550
Sheets Smith Wealth Management
North Carolina
$807K +$17.8K +205 +2%
60 61
62
63 64