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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1601
BDO Wealth Advisors
Florida
$78K -$26.9K -983 -24%
CFD
1602
Creative Financial Designs
Indiana
$78K +$83.6K +3,055 New
TWA
1603
TCI Wealth Advisors
Arizona
$76K -$21.1K -772 -21%
FMB
1604
Field & Main Bank
Kentucky
$76K +$80.8K +2,955 New
SQA
1605
Simon Quick Advisors
New Jersey
$75K -$21.7K -793 -21%
M
1606
MOTCO
Texas
$75K -$82 -3 -0.1%
CYG
1607
Clean Yield Group
Vermont
$73K -$19.2K -700 -20%
BFC
1608
Bedel Financial Consulting
Indiana
$72K -$8.07K -295 -10%
HWA
1609
Heritage Wealth Advisors
Virginia
$71.6K -$27.4K -1,000 -26%
BL
1610
Balentine LLC
Georgia
$71K -$82.3K -3,009 -52%
WB
1611
West Bancorporation
Iowa
$71K – – –
CAL
1612
Capital Analysts LLC
Pennsylvania
$71K +$903 +33 +1%
WAS
1613
Winch Advisory Services
Wisconsin
$69K +$1.31K +48 +2%
GEA
1614
Glen Eagle Advisors
New Jersey
$69K -$46.5K -1,700 -39%
FP
1615
Financial Perspectives
Minnesota
$68.3K – – –
MPWT
1616
MassMutual Private Wealth & Trust
Connecticut
$68K +$37.3K +1,362 +106%
IF
1617
Ironwood Financial
Arizona
$67K -$5.42K -198 -7%
DOA
1618
D'Orazio & Associates
Virginia
$65K +$192 +7 +0.3%
FCM
1619
Firestone Capital Management
Florida
$64K +$1.09K +40 +2%
CCA
1620
Column Capital Advisors
Indiana
$62K -$31.8K -1,162 -32%
AFIA
1621
America First Investment Advisors
Nebraska
$62K – – –
GCM
1622
Gables Capital Management
Florida
$61K +$10.3K +377 +19%
HB
1623
Horizon Bancorp
Indiana
$60K -$4.87K -178 -7%
LFG
1624
LifePlan Financial Group
Ohio
$59K – – –
AWM
1625
AllSquare Wealth Management
New York
$59K +$57.5K +2,100 +1,050%
63 64
65
66 67