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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1551
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K -$10.7K -392 -7%
RPAM
1552
Rhenman & Partners Asset Management
Sweden
$135K +$144K +5,272 New
KTC
1553
Kistler-Tiffany Companies
Pennsylvania
$134K -$20.5K -748 -12%
C
1554
Cerebellum
California
$132K +$59.5K +2,174 New
BWA
1555
Burt Wealth Advisors
Maryland
$130K -$30.1K -1,100 -18%
RWA
1556
Ropes Wealth Advisors
Massachusetts
$130K +$48.9K +1,789 +54%
APW
1557
Acima Private Wealth
Virginia
$129K – – –
DWA
1558
Dougherty Wealth Advisers
Minnesota
$129K – – –
CFG
1559
CKW Financial Group
Hawaii
$129K +$13.7K +500 +11%
LB
1560
Legacy Bridge
Iowa
$129K +$30.1K +1,100 +28%
PAI
1561
Pittenger & Anderson Inc
Nebraska
$125K -$27.4K -1,000 -17%
PMFA
1562
Plante Moran Financial Advisors
Michigan
$124K -$55.3K -2,022 -29%
RFA
1563
Reilly Financial Advisors
California
$124K +$10.3K +375 +8%
TH
1564
TCTC Holdings
Texas
$123K -$222K -8,100 -63%
LWS
1565
Lucia Wealth Services
California
$122K – – –
SWM
1566
Sugarloaf Wealth Management
Georgia
$121K +$52.2K +1,908 +67%
RIM
1567
Rockbridge Investment Management
New York
$121K +$129K +4,727 New
THWM
1568
Taylor Hoffman Wealth Management
Virginia
$121K +$129K +4,732 New
CWC
1569
Carolinas Wealth Consulting
North Carolina
$121K +$129K +4,733 New
SBL
1570
Sargent Bickham Lagudis
Colorado
$118K +$56.7K +2,074 +82%
SCM
1571
Silvant Capital Management
Georgia
$116K – – –
BDWM
1572
Brewin Dolphin Wealth Management
Ireland
$116K +$75.7K +2,767 +158%
SAM
1573
S.A. Mason
Michigan
$115K +$2.74K +100 +2%
PW
1574
Price Wealth
Texas
$114K -$958 -35 -0.8%
PWMG
1575
Prestige Wealth Management Group
New Jersey
$114K +$42.7K +1,561 +54%
61 62
63
64 65