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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1551
Sequent Asset Management
Texas
$420K +$418K +7,073 New
CB
1552
Cadence Bank
Mississippi
$419K -$1.77K -30 -0.4%
KSWA
1553
Kathleen S. Wright Associates
Pennsylvania
$417K -$1.12K -19 -0.3%
SW
1554
SteelPeak Wealth
California
$416K -$626K -10,602 -60%
OFG
1555
Oxford Financial Group
Indiana
$416K +$112K +1,895 +37%
LC
1556
Lincoln Capital
Nebraska
$416K +$20.1K +341 +5%
KA
1557
Kearns & Associates
California
$416K – – –
WC
1558
Westhampton Capital
North Carolina
$415K – – –
WTA
1559
Washington Trust Advisors
Massachusetts
$415K -$14.8K -250 -3%
NWWA
1560
New Wave Wealth Advisors
Arkansas
$414K +$412K +6,975 New
SC
1561
Schulhoff & Co
Ohio
$414K +$118 +2 +0%
AIA
1562
Alera Investment Advisors
Illinois
$412K +$410K +6,940 New
MA
1563
MONECO Advisors
Connecticut
$412K -$2.22M -37,632 -84%
WOC
1564
West Oak Capital
California
$411K +$32.5K +550 +9%
BFG
1565
Bouchey Financial Group
New York
$410K +$177 +3 +0%
FFG
1566
Fortem Financial Group
California
$410K -$11K -187 -3%
SIM
1567
SSI Investment Management
California
$408K -$472 -8 -0.1%
RWPA
1568
Richard W. Paul & Associates
Michigan
$406K -$4.96K -84 -1%
MFC
1569
Morris Financial Concepts
South Carolina
$405K – – –
LIA
1570
LBMC Investment Advisors
Tennessee
$404K – – –
MIC
1571
Means Investment Company
Maine
$403K +$43.1K +730 +12%
BC
1572
Belmont Capital
California
$403K +$123K +2,085 +44%
MWM
1573
Modern Wealth Management
Kansas
$403K +$127K +2,154 +47%
D
1574
Diversified
Delaware
$403K +$44.7K +758 +13%
EA
1575
Evolution Advisers
Virginia
$402K -$1.65K -28 -0.4%
61 62
63
64 65