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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1651
Fruth Investment Management
Texas
$330K – – –
RDWM
1652
Red Door Wealth Management
Tennessee
$329K -$159K -2,969 -30%
DP
1653
Denver PWM
Colorado
$328K -$339K -6,328 -48%
SEA
1654
Stegent Equity Advisors
Texas
$328K -$82.2K -1,536 -19%
AA
1655
Auxano Advisors
Washington
$328K +$139K +2,605 +63%
TWM
1656
Titus Wealth Management
California
$327K -$211K -3,937 -37%
PWM
1657
PBMares Wealth Management
Virginia
$327K +$12K +225 +3%
CA
1658
Capitolis Advisors
New York
$326K -$178M -3,324,179 -100%
BFG
1659
Bouchey Financial Group
New York
$324K – – –
LCS
1660
Levin Capital Strategies
New York
$324K – – –
CFO
1661
CVA Family Office
Colorado
$321K – – –
TFF
1662
The Family Firm
Maryland
$321K +$214 +4 +0.1%
WCM
1663
Wedge Capital Management
North Carolina
$321K +$5.51K +103 +2%
UL
1664
Unionview LLC
Washington
$320K -$6.9K -129 -2%
GD
1665
Grandfield & Dodd
New York
$320K -$4.07K -76 -1%
SAM
1666
Security Asset Management
New York
$320K – – –
ST
1667
Smithfield Trust
Pennsylvania
$319K – – –
WC
1668
Westhampton Capital
North Carolina
$319K – – –
VST
1669
Van Strum & Towne
California
$318K – – –
WBG
1670
Wharton Business Group
Pennsylvania
$317K +$350K +6,535 New
SOAMC
1671
Spirit of America Management Corp
New York
$315K +$53.5K +1,000 +18%
FAG
1672
Financial Advisory Group
Texas
$314K +$98.2K +1,834 +40%
5L
1673
55I LLC
Massachusetts
$312K -$5.89K -110 -2%
TCWA
1674
Ten Capital Wealth Advisors
Washington
$312K – – –
LB
1675
Legacy Bridge
Iowa
$311K -$21.4K -400 -6%
65 66
67
68 69