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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1601
Stockman Wealth Management
Montana
$324K – – –
VCAM
1602
Van Cleef Asset Management
Ohio
$324K +$25.6K +520 +8%
UL
1603
Unionview LLC
Washington
$323K +$331K +6,726 New
BFG
1604
Bouchey Financial Group
New York
$321K -$24.6K -500 -7%
ACM
1605
Avalon Capital Management
California
$321K +$1.33K +27 +0.4%
LFA
1606
Legacy Financial Advisors
Kentucky
$321K +$4.23K +86 +1%
GD
1607
Grandfield & Dodd
New York
$320K -$7.38K -150 -2%
LCS
1608
Levin Capital Strategies
New York
$320K – – –
LFA
1609
Laraway Financial Advisors
Minnesota
$320K +$328K +6,670 New
DA
1610
Doliver Advisors
Texas
$319K -$504K -10,243 -64%
LA
1611
LVW Advisors
New York
$319K -$62.3K -1,266 -16%
WE
1612
Wealth Effects
Massachusetts
$319K +$327K +6,649 New
TA
1613
Tiedemann Advisors
New York
$318K -$492 -10 -0.2%
TFF
1614
The Family Firm
Maryland
$318K +$148 +3 +0%
CFO
1615
CVA Family Office
Colorado
$318K +$228K +4,622 +231%
ST
1616
Smithfield Trust
Pennsylvania
$317K -$454K -9,213 -58%
SAM
1617
Security Asset Management
New York
$317K – – –
WC
1618
Westhampton Capital
North Carolina
$316K – – –
VST
1619
Van Strum & Towne
California
$315K -$12.8K -261 -4%
CGH
1620
CMG Global Holdings
Texas
$315K -$10.6K -216 -3%
AWA
1621
Acorn Wealth Advisors
Michigan
$314K -$35.5K -721 -10%
5L
1622
55I LLC
Massachusetts
$314K +$79.8K +1,621 +33%
PWM
1623
PBMares Wealth Management
Virginia
$313K -$20.4K -414 -6%
WCM
1624
Wedge Capital Management
North Carolina
$313K -$6.25K -127 -2%
ICM
1625
Islay Capital Management
Texas
$312K -$49.2K -1,000 -13%
63 64
65
66 67