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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1551
RWA Wealth Partners
Massachusetts
$263K +$43.6K +1,001 +17%
PWM
1552
Prentice Wealth Management
New York
$262K +$39.9K +916 +15%
KA
1553
Kearns & Associates
California
$262K – – –
WC
1554
Westhampton Capital
North Carolina
$261K +$17.4K +400 +6%
BWM
1555
BNC Wealth Management
Oregon
$261K +$44 +1 +0%
WC
1556
Woodstock Corp
Massachusetts
$261K – – –
AFP
1557
Ausdal Financial Partners
Iowa
$260K -$7.11K -163 -2%
BFIC
1558
Bedell Frazier Investment Counselling
California
$260K -$34.9K -800 -10%
WDL
1559
Well Done LLC
Michigan
$260K -$3.36K -77 -1%
EA
1560
Evolution Advisers
Virginia
$260K – – –
PCH
1561
PGIM Custom Harvest
New Jersey
$260K +$3.31K +76 +1%
PNC
1562
Park National Corp
Ohio
$259K +$40.4K +926 +15%
SFG
1563
SNS Financial Group
Minnesota
$259K -$2.88K -66 -0.9%
LB
1564
Legacy Bridge
Iowa
$258K – – –
IIC
1565
Integrated Investment Consultants
Michigan
$258K -$77.5K -1,778 -21%
MCM
1566
Monument Capital Management
Virginia
$255K -$137K -3,150 -32%
FCMT
1567
Founders Capital Management (Texas)
Texas
$255K – – –
CTA
1568
Colonial Trust Advisors
South Carolina
$255K -$97.2K -2,230 -25%
AIA
1569
Angeles Investment Advisors
California
$255K +$297K +6,810 New
SB
1570
Sunflower Bank
Texas
$254K -$171K -3,917 -37%
BWG
1571
Beta Wealth Group
California
$254K +$39.2K +900 +15%
KP
1572
Keel Point
Alabama
$254K +$18.7K +428 +7%
FLPIM
1573
F.L. Putnam Investment Management
Massachusetts
$253K +$295K +6,765 New
BWM
1574
BlackDiamond Wealth Management
New York
$252K +$35.5K +815 +15%
SP
1575
Successful Portfolios
Florida
$252K -$5.84K -134 -2%
61 62
63
64 65