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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1576
Summit Wealth Group (Colorado)
Colorado
$712K +$164K +2,038 +31%
MFA
1577
Mayflower Financial Advisors
Massachusetts
$711K -$63.1K -785 -8%
IRP
1578
Investment Research Partners
Pennsylvania
$710K +$204K +2,540 +42%
SFB
1579
STAR Financial Bank
Indiana
$709K +$45.6K +567 +7%
WC
1580
Whitney & Co
New York
$708K -$141K -1,758 -17%
CA
1581
Cornerstone Advisory
Maryland
$706K +$22.3K +278 +3%
VDC
1582
Van Diest Capital
Iowa
$706K -$914K -11,373 -57%
EWM
1583
Elevatus Welath Management
New York
$704K +$363K +4,518 +113%
VSQM
1584
V-Square Quantitative Management
Illinois
$704K +$187K +2,330 +38%
SB
1585
Sunflower Bank
Texas
$699K +$22K +274 +3%
RCG
1586
Regatta Capital Group
California
$699K -$15.6K -194 -2%
EWM
1587
Evermay Wealth Management
Virginia
$699K -$36.5K -454 -5%
RFP
1588
Root Financial Partners
California
$698K +$198K +2,467 +41%
NFG
1589
Northbridge Financial Group
Florida
$698K -$87.8K -1,093 -11%
SWM
1590
Stockman Wealth Management
Montana
$697K -$31.9K -397 -4%
CAG
1591
Csenge Advisory Group
Florida
$696K -$118K -1,470 -15%
FMLI
1592
Fukoku Mutual Life Insurance
Japan
$692K -$70.6K -878 -9%
TFO
1593
Tarbox Family Office
California
$692K – – –
ATFA
1594
All Terrain Financial Advisors
Minnesota
$690K -$86.6K -1,078 -11%
OL
1595
OneFund LLC
Florida
$689K -$23.2K -289 -3%
HBS
1596
Howard Bailey Securities
Indiana
$689K -$80 -1 -0%
JFA
1597
JNBA Financial Advisors
Minnesota
$687K – – –
SW
1598
SVB Wealth
Massachusetts
$687K -$36.1K -449 -5%
SPC
1599
Spirepoint Private Client
Florida
$687K -$22.9K -285 -3%
WTFG
1600
Wood Tarver Financial Group
Idaho
$686K +$26.7K +332 +4%
62 63
64
65 66