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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1601
Total Clarity Wealth Management
Illinois
$303K -$31.5K -730 -11%
FP
1602
Financial Perspectives
Minnesota
$303K +$43 +1 +0%
LPT
1603
Legacy Private Trust
Wisconsin
$303K -$506K -11,725 -66%
MCA
1604
Millennium Capital Advisors
Arkansas
$303K – – –
WOC
1605
West Oak Capital
California
$302K – – –
BIP
1606
Blueprint Investment Partners
North Carolina
$302K +$264K +6,126 New
VC
1607
Vicus Capital
Pennsylvania
$301K -$84.9K -1,967 -24%
ITFISA
1608
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300K +$130K +3,005 +97%
RP
1609
Riverbridge Partners
Minnesota
$300K – – –
FRA
1610
Front Row Advisors
California
$300K -$50.7K -1,174 -16%
HWM
1611
Hemington Wealth Management
Virginia
$298K +$261K +6,045 New
AWA
1612
Alaska Wealth Advisors
Alaska
$298K -$130K -3,023 -33%
SIA
1613
SeaBridge Investment Advisors
New Jersey
$298K – – –
MIC
1614
Means Investment Company
Maine
$298K +$993 +23 +0.4%
SMWM
1615
Silvia McColl Wealth Management
California
$297K -$31.1K -720 -11%
SGI
1616
Summit Global Investments
Utah
$297K +$12.2K +283 +5%
DSC
1617
Duncker Streett & Co
Missouri
$297K -$51K -1,181 -16%
D
1618
Diversified
Delaware
$296K +$260K +6,022 New
JAIC
1619
Josh Arnold Investment Consultant
Minnesota
$295K -$259K -6,000 -50%
FAM
1620
Fenimore Asset Management
New York
$295K – – –
WA
1621
Wealthstream Advisors
New York
$295K -$18.2K -422 -7%
FTIS
1622
First Trust Investment Solutions
Florida
$294K +$258K +5,978 New
KNW
1623
Kesler Norman & Wride
Utah
$293K +$1.04K +24 +0.4%
AB
1624
Atlas Brown
Kentucky
$293K +$3.63K +84 +1%
AI
1625
AXS Investments
New York
$292K -$30.4K -705 -11%
63 64
65
66 67