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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1601
Woodstock Corp
Massachusetts
$361K -$50.8K -950 -11%
FPFS
1602
First Personal Financial Services
North Carolina
$359K -$8.99K -168 -2%
NJBEST
1603
New Jersey Better Educational Savings Trust
New Jersey
$359K – – –
FNBTCON
1604
First National Bank & Trust Co of Newtown
Pennsylvania
$358K -$14.5K -270 -4%
LFA
1605
Legacy Financial Advisors
Kentucky
$357K +$36.1K +674 +10%
CBFP
1606
Cedar Brook Financial Partners
Ohio
$356K -$29.5K -552 -7%
CBN
1607
Cadence Bank NA
Texas
$356K -$29K -542 -7%
LB
1608
Leo Brokerage
Texas
$356K +$392K +7,333 New
CWM
1609
CarsonAllaria Wealth Management
Illinois
$353K -$482 -9 -0.1%
MCCP
1610
Mission Creek Capital Partners
California
$351K -$38.9K -726 -9%
DHGWA
1611
Dixon Hughes Goodman Wealth Advisors
North Carolina
$351K +$76.9K +1,437 +25%
EFG
1612
Everhart Financial Group
Ohio
$351K +$387K +7,237 New
SHGA
1613
Sand Hill Global Advisors
California
$349K -$51.8K -967 -12%
CCC
1614
Chelsea Counsel Company
California
$349K – – –
FB
1615
First Bancorp
Maine
$348K +$22.1K +412 +6%
LA
1616
LVW Advisors
New York
$348K +$28.1K +525 +8%
LA
1617
Lynch & Associates
Indiana
$347K – – –
BWM
1618
BNC Wealth Management
Oregon
$346K -$49.4K -923 -11%
JHP
1619
James Hambro & Partners
United Kingdom
$346K -$26.8K -500 -7%
EWA
1620
ERTS Wealth Advisors
Michigan
$346K +$13.3K +248 +4%
DIM
1621
Delta Investment Management
California
$345K -$107K -2,000 -22%
RIG
1622
Roosevelt Investment Group
New York
$345K -$10.7K -200 -3%
ACA
1623
Aptus Capital Advisors
Alabama
$345K +$52K +972 +16%
LC
1624
Lincoln Capital
Nebraska
$344K – – –
HWA
1625
HHM Wealth Advisors
Tennessee
$344K +$279K +5,206 +275%
63 64
65
66 67