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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1551
Cumberland Advisors
Florida
$701K – – –
SP
1552
SmartHarvest Portfolios
Washington
$699K -$180K -2,091 -19%
SSWM
1553
Sheets Smith Wealth Management
North Carolina
$697K +$8.42K +98 +1%
GWANC
1554
Guardian Wealth Advisors (North Carolina)
North Carolina
$697K -$47.2K -549 -6%
SW
1555
SVB Wealth
Massachusetts
$697K -$132K -1,533 -15%
FI
1556
Financial Insights
Washington
$697K -$19.2K -223 -2%
BAM
1557
Blueshift Asset Management
New Jersey
$696K +$751K +8,739 New
ACM
1558
Aster Capital Management
United Arab Emirates
$696K +$832K +9,690 New
OL
1559
OneFund LLC
Florida
$695K -$117K -1,365 -14%
BC
1560
Brio Consultants
California
$692K +$390K +4,540 +110%
ONST
1561
Old North State Trust
North Carolina
$692K -$22.2K -258 -3%
CIM
1562
CIM Investment Management
Pennsylvania
$691K -$3.61K -42 -0.5%
MCM
1563
Manchester Capital Management
Vermont
$690K +$21K +244 +3%
DWM
1564
Dakota Wealth Management
Florida
$690K -$2.92K -34 -0.4%
RCG
1565
Regatta Capital Group
California
$688K -$42.1K -490 -5%
NCM
1566
Novare Capital Management
North Carolina
$688K +$186K +2,170 +34%
NI
1567
Natural Investments
California
$688K +$743K +8,650 New
HI
1568
Hudock Inc
Pennsylvania
$687K +$86 +1 +0%
AIM
1569
Axiom Investment Management
New York
$687K +$741K +8,626 New
LFA
1570
Lauterbach Financial Advisors
Texas
$684K +$3.95K +46 +0.5%
SPC
1571
Spirepoint Private Client
Florida
$684K +$73.7K +858 +11%
AP
1572
Advisortrust Partners
North Carolina
$681K -$169K -1,970 -19%
PWM
1573
Pines Wealth Management
North Carolina
$679K +$69.7K +812 +11%
VWM
1574
Vermillion Wealth Management
Minnesota
$678K +$3.26K +38 +0.4%
BPW
1575
Bingham Private Wealth
California
$677K +$119K +1,388 +19%
61 62
63
64 65