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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
1601
Brueske Advisory Services
Washington
$511K +$497K +7,280 New
LA
1602
Lakeside Advisors
Washington
$511K
WCG
1603
Weaver Consulting Group
California
$510K
SVWAG
1604
Sound View Wealth Advisors Group
Georgia
$509K -$36.9K -541 -7%
HP
1605
Holistic Planning
Texas
$508K -$6.21K -91 -1%
CA
1606
Capital Advantage
California
$508K +$494K +7,235 New
SWA
1607
Stratos Wealth Advisors
Ohio
$508K -$15.7K -230 -3%
AFT
1608
Alpha Family Trust
California
$507K
EA
1609
Everpar Advisors
Oklahoma
$506K -$50.3K -737 -9%
SCM
1610
Sterneck Capital Management
Missouri
$505K
KSWA
1611
Kathleen S. Wright Associates
Pennsylvania
$505K
WA
1612
Wealthstream Advisors
New York
$504K +$67K +981 +16%
PWA
1613
Physician Wealth Advisors
Utah
$503K +$137 +2 +0%
WA
1614
Waddell & Associates
Tennessee
$502K
CA
1615
Cambridge Advisors
Nebraska
$502K +$2.46K +36 +0.5%
SAM
1616
Summit Asset Management
Tennessee
$502K
BLC
1617
Brown, Lisle/Cummings
Rhode Island
$502K
OAM
1618
Oxford Asset Management
United Kingdom
$501K +$487K +7,131 New
VP
1619
Verum Partners
North Carolina
$500K -$180K -2,639 -27%
NHT
1620
New Hampshire Trust
New Hampshire
$499K
POIA
1621
Pin Oak Investment Advisors
Texas
$499K
SAM
1622
S.A. Mason
Michigan
$499K
IF
1623
Intrua Financial
Texas
$499K -$290K -4,243 -37%
AFPL
1624
Advus Financial Partners, LLC
Florida
$498K +$90.2K +1,321 +23%
JWBC
1625
John W. Brooker & Co
California
$497K