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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1601
Tobias Financial Advisors
Florida
$252K +$238K +5,908 New
AB
1602
Atlas Brown
Kentucky
$252K – – –
TTWM
1603
TCV Trust & Wealth Management
Virginia
$252K +$238K +5,903 New
DC
1604
Defender Capital
North Carolina
$252K – – –
LRPA
1605
L. Roy Papp & Associates
Arizona
$251K -$33.5K -833 -12%
MSWM
1606
McGlone Suttner Wealth Management
Wisconsin
$251K +$443 +11 +0.2%
BAG
1607
Bridgewealth Advisory Group
California
$250K +$40 +1 +0%
CIA
1608
Cape Investment Advisory
Georgia
$250K +$17.5K +436 +8%
QPBE
1609
Quintet Private Bank (Europe)
Luxembourg
$249K -$21.3K -530 -8%
AA
1610
Auxano Advisors
Washington
$249K – – –
GIA
1611
Guyasuta Investment Advisors
Pennsylvania
$248K -$3.22K -80 -1%
WWG
1612
West Wealth Group
California
$247K +$966 +24 +0.4%
WAM
1613
Weinberger Asset Management
California
$247K +$2.21K +55 +1%
KTC
1614
Kistler-Tiffany Companies
Pennsylvania
$246K +$90.1K +2,238 +64%
SL
1615
Salomon & Ludwin
Virginia
$245K -$40 -1 -0%
UL
1616
Unionview LLC
Washington
$245K -$6.44K -160 -3%
TWM
1617
Thrive Wealth Management
Pennsylvania
$245K +$5.63K +140 +3%
WOC
1618
West Oak Capital
California
$244K – – –
PP
1619
Patten & Patten
Tennessee
$244K +$1.01K +25 +0.4%
BI
1620
Ballast Inc
Kentucky
$243K – – –
HWM
1621
Hohimer Wealth Management
Washington
$243K +$229K +5,687 New
PCI
1622
Planning Center Inc
Illinois
$243K -$40K -995 -15%
FNBOH
1623
First National Bank of Hutchinson
Kansas
$242K – – –
IAG
1624
Investment Advisory Group
Massachusetts
$242K -$20.6K -511 -8%
TFF
1625
The Family Firm
Maryland
$241K -$3.42K -85 -1%
63 64
65
66 67