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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1551
Red Door Wealth Management
Tennessee
$385K -$41.9K -800 -11%
TFA
1552
Transamerica Financial Advisors
Florida
$383K -$17.8K -341 -5%
VC
1553
Vicus Capital
Pennsylvania
$382K +$24.6K +471 +8%
WF
1554
Wayfinding Financial
Washington
$382K -$30.7K -587 -9%
NVCHI
1555
New Vernon Capital Holdings II
New Jersey
$382K +$344K +6,584 New
CIA
1556
Cape Investment Advisory
Georgia
$381K -$9.16K -175 -3%
BWM
1557
BNC Wealth Management
Oregon
$380K -$2.56K -49 -0.7%
SFS
1558
Stiles Financial Services
Minnesota
$380K +$4.81K +92 +1%
WA
1559
Waddell & Associates
Tennessee
$379K -$62.3K -1,190 -15%
FRA
1560
Front Row Advisors
California
$378K +$22.8K +436 +7%
SMC
1561
Smith, Moore & Co
Missouri
$378K -$15.7K -300 -4%
AFA
1562
AA Financial Advisors
Ohio
$378K +$341K +6,520 New
FIM
1563
Fruth Investment Management
Texas
$377K +$10.5K +200 +3%
CP
1564
Canopy Partners
Ohio
$377K +$84.8K +1,621 +33%
CFP
1565
Cascade Financial Partners
California
$376K +$349K +6,663 New
IW
1566
Imprint Wealth
South Carolina
$372K +$78.9K +1,509 +30%
VWA
1567
Visionary Wealth Advisors
Illinois
$372K -$41.3K -790 -11%
CST
1568
Charles Schwab Trust
Nevada
$371K +$335K +6,400 New
CS
1569
Capital Square
Tennessee
$371K +$73.1K +1,398 +28%
RCA
1570
Resonant Capital Advisors
Wisconsin
$370K +$119K +2,268 +55%
KCFA
1571
Key Client Fiduciary Advisors
New Jersey
$370K +$66.9K +1,278 +25%
SIS
1572
Sound Income Strategies
Florida
$370K -$28.4K -543 -8%
GKIM
1573
GW&K Investment Management
Massachusetts
$370K -$16.3M -311,489 -98%
TGAM
1574
TBH Global Asset Management
Tennessee
$370K +$53.5K +1,022 +19%
CFG
1575
CKW Financial Group
Hawaii
$369K – – –
61 62
63
64 65