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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
1526
Pathfinder Wealth Consulting
North Carolina
$732K -$78.6K -915 -9%
JC
1527
Jacobs & Co
California
$729K – – –
CIA
1528
Cape Investment Advisory
Georgia
$728K +$16.1K +188 +2%
FAT
1529
First American Trust
California
$726K -$1.31M -15,211 -63%
XF
1530
XML Financial
Maryland
$726K +$21.1K +246 +3%
QWM
1531
Quadcap Wealth Management
Texas
$725K -$20.2K -235 -3%
MCM
1532
Monument Capital Management
Virginia
$723K -$7.82K -91 -1%
AU
1533
AlphaGrep UK
$722K +$779K +9,069 New
OL
1534
Optas LLC
Texas
$722K -$17.8K -207 -2%
SIA
1535
SGL Investment Advisors
Montana
$718K +$24.9K +290 +3%
AO
1536
Advisor OS
Illinois
$717K +$88K +1,025 +13%
PP
1537
Patten & Patten
Tennessee
$714K – – –
CUAMC
1538
China Universal Asset Management Company
China
$712K +$50.3K +586 +7%
RLH
1539
RD Lewis Holdings
Florida
$710K – – –
NFTC
1540
North Forty Two & Co
Oregon
$709K -$34.4K -400 -4%
EWM
1541
Evermay Wealth Management
Virginia
$709K -$13.5K -157 -2%
TTIC
1542
Tower Trust & Investment Company
Iowa
$709K – – –
VA
1543
Valmark Advisers
Ohio
$707K -$76.5K -891 -9%
WLPWM
1544
Walled Lake Planning & Wealth Management
Illinois
$706K -$99.6K -1,160 -12%
FMB
1545
Field & Main Bank
Kentucky
$706K -$8.59K -100 -1%
CWG
1546
Cornerstone Wealth Group
North Carolina
$706K -$19.5K -227 -3%
CA
1547
Capital Advantage
California
$705K – – –
SWM
1548
Stockman Wealth Management
Montana
$703K +$179K +2,083 +31%
BWM
1549
Baron Wealth Management
Michigan
$703K -$97.2K -1,132 -11%
ALAM
1550
Asahi Life Asset Management
Japan
$701K -$98.3K -1,145 -12%
60 61
62
63 64