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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1626
Westbourne Investment Advisors
Maryland
$340K – – –
CG
1627
CFO4Life Group
Texas
$338K -$3.43M -60,138 -90%
IA
1628
Independence Advisors
Pennsylvania
$338K +$97K +1,698 +36%
PHS
1629
Pekin Hardy Strauss
Illinois
$337K – – –
JGIA
1630
Jackson Grant Investment Advisers
Connecticut
$335K +$17.8K +311 +5%
MC
1631
Miles Capital
Iowa
$332K +$1.66K +29 +0.5%
BMC
1632
Benin Management Corp
Connecticut
$330K -$35.7K -625 -9%
BA
1633
Birinyi Associates
Connecticut
$329K -$85.6K -1,500 -19%
SAA
1634
Southeast Asset Advisors
Georgia
$329K -$44.3K -775 -11%
STMM
1635
South Texas Money Management
Texas
$329K +$10.7K +187 +3%
LC
1636
Lincoln Capital
Nebraska
$326K – – –
JWM
1637
JGP Wealth Management
Oregon
$325K -$46.8K -819 -12%
BWA
1638
Burt Wealth Advisors
Maryland
$325K – – –
DHFB
1639
Dixon Hubard Feinour & Brown
Virginia
$325K – – –
CCP
1640
Clarkston Capital Partners
Michigan
$323K – – –
IWP
1641
Icon Wealth Partners
Texas
$323K +$125K +2,191 +55%
KWMG
1642
King Wealth Management Group
Florida
$320K -$28.5K -499 -8%
WAS
1643
WESPAC Advisors SoCal
California
$320K -$25.5K -447 -7%
CYG
1644
Clean Yield Group
Vermont
$319K +$57.1K +1,000 +20%
XSC
1645
X-Square Capital
Puerto Rico
$316K +$1.03K +18 +0.3%
QPWM
1646
Quadrant Private Wealth Management
Pennsylvania
$316K +$6K +105 +2%
HFP
1647
Holistic Financial Partners
Indiana
$316K +$344K +6,019 New
DCM
1648
Dynamic Capital Management
Jersey
$315K -$2.19M -38,380 -86%
CVM
1649
Cheviot Value Management
California
$315K -$5.42K -95 -2%
PWP
1650
Private Wealth Partners
California
$315K – – –
64 65
66
67 68