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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1551
Appleton Partners
Massachusetts
$745K -$28.9K -360 -4%
ALAM
1552
Asahi Life Asset Management
Japan
$742K +$13.9K +173 +2%
POIA
1553
Pin Oak Investment Advisors
Texas
$742K -$187K -2,321 -21%
SB
1554
Simmons Bank
Arkansas
$742K +$216K +2,685 +43%
AO
1555
Advisor OS
Illinois
$741K -$2.73K -34 -0.4%
FWA
1556
FSM Wealth Advisors
Ohio
$738K +$326K +4,055 +83%
CA
1557
CoreCap Advisors
Michigan
$738K +$146K +1,817 +26%
FWP
1558
FAS Wealth Partners
Kansas
$738K -$29.7K -369 -4%
TTIC
1559
Tower Trust & Investment Company
Iowa
$736K – – –
WLPWM
1560
Walled Lake Planning & Wealth Management
Illinois
$734K +$643 +8 +0.1%
OWCM
1561
One Wealth Capital Management
Arizona
$732K +$375K +4,669 +111%
PP
1562
Patten & Patten
Tennessee
$729K -$11.3K -140 -2%
NFTC
1563
North Forty Two & Co
Oregon
$728K -$8.04K -100 -1%
WPA
1564
Winning Points Advisors
Florida
$728K – – –
SSWM
1565
Sheets Smith Wealth Management
North Carolina
$725K +$1.13K +14 +0.2%
EFG
1566
Everest Financial Group
Minnesota
$722K +$19.2K +239 +3%
ONST
1567
Old North State Trust
North Carolina
$722K +$3.86K +48 +0.6%
XF
1568
XML Financial
Maryland
$721K -$31.4K -391 -4%
DWM
1569
Dakota Wealth Management
Florida
$719K +$2.49K +31 +0.4%
KFGK
1570
Keystone Financial Group (Kentucky)
Kentucky
$719K +$102K +1,271 +17%
MCM
1571
Manchester Capital Management
Vermont
$719K +$1.85K +23 +0.3%
CBA
1572
Coastal Bridge Advisors
Connecticut
$718K +$18.5K +230 +3%
HI
1573
Hudock Inc
Pennsylvania
$717K +$4.1K +51 +0.6%
FWI
1574
Facet Wealth Inc
Maryland
$716K +$66.7K +830 +11%
PWM
1575
Pines Wealth Management
North Carolina
$715K +$10.1K +126 +1%
61 62
63
64 65