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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1601
ERTS Wealth Advisors
Michigan
$367K -$8.82K -156 -2%
ACM
1602
Ayrshire Capital Management
Connecticut
$367K – – –
CFP
1603
Cascade Financial Partners
California
$367K – – –
AWA
1604
Arete Wealth Advisors
Illinois
$367K -$689K -12,177 -65%
D
1605
Diversified
Delaware
$366K -$17.2K -304 -4%
DE
1606
Diversified Enterprises
Delaware
$366K +$366K +6,474 New
SFP
1607
Sweet Financial Partners
Minnesota
$365K +$509 +9 +0.1%
TIA
1608
Traphagen Investment Advisors
New Jersey
$364K +$283 +5 +0.1%
PMSA
1609
Patrick M. Sweeney & Associates
Illinois
$363K +$25.7K +455 +8%
SIS
1610
Sound Income Strategies
Florida
$363K -$2.94K -52 -0.8%
PCP
1611
Proficio Capital Partners
Massachusetts
$363K -$75.8K -1,341 -17%
BWM
1612
BNC Wealth Management
Oregon
$361K -$9.28K -164 -3%
AWM
1613
Aprio Wealth Management
Georgia
$360K -$21K -372 -6%
RZH
1614
Relyea Zuckerberg Hanson
Connecticut
$360K +$20.4K +361 +6%
CWM
1615
Congress Wealth Management
Massachusetts
$359K +$60.1K +1,062 +20%
OAM
1616
Occidental Asset Management
California
$359K -$6.84K -121 -2%
BWM
1617
BlackDiamond Wealth Management
New York
$358K +$6.45K +114 +2%
VCP
1618
Verus Capital Partners
Arizona
$357K +$14K +247 +4%
I
1619
InceptionR
California
$357K -$1.48M -26,094 -80%
MFC
1620
Morris Financial Concepts
South Carolina
$356K -$28.6K -505 -7%
FRA
1621
Front Row Advisors
California
$355K -$24.4K -432 -6%
FFC
1622
First Financial Corp
Indiana
$355K – – –
TGAM
1623
TBH Global Asset Management
Tennessee
$355K -$5.94K -105 -2%
WG
1624
Winton Group
United Kingdom
$354K +$140K +2,484 +66%
TFF
1625
The Family Firm
Maryland
$353K +$10.8K +191 +3%
63 64
65
66 67