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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1651
Silverlake Wealth Management
Vermont
$323K -$1.31K -25 -0.4%
MAWA
1652
Moss Adams Wealth Advisors
Washington
$321K +$290K +5,534 New
BWM
1653
Baron Wealth Management
Michigan
$319K -$57.1K -1,091 -17%
NIM
1654
Nexus Investment Management
Ontario, Canada
$319K -$52.3K -1,000 -15%
BBW
1655
Blue Barn Wealth
Utah
$319K -$176K -3,368 -38%
JWM
1656
Janiczek Wealth Management
Colorado
$318K +$2.72K +52 +1%
OAM
1657
Occidental Asset Management
California
$317K -$135K -2,572 -32%
CC
1658
Callan Capital
California
$317K +$286K +5,462 New
EHAM
1659
Eagle Harbor Asset Management
Washington
$316K – – –
HCMG
1660
Howard Capital Management Group
California
$316K – – –
WAM
1661
Weinberger Asset Management
California
$315K +$1.41K +27 +0.5%
DSC
1662
Duncker Streett & Co
Missouri
$315K -$30.8K -588 -10%
AFPL
1663
Advus Financial Partners, LLC
Florida
$315K -$4.13K -79 -1%
ML
1664
McAdam LLC
Pennsylvania
$315K +$24.2K +463 +9%
EMAM
1665
Encompass More Asset Management
California
$314K +$284K +5,424 New
DWM
1666
Denver Wealth Management
Colorado
$314K -$4.03K -77 -1%
BHWM
1667
Bar Harbor Wealth Management
New Hampshire
$314K +$283K +5,412 New
BAG
1668
Bridgewealth Advisory Group
California
$313K +$52 +1 +0%
IC
1669
Inscription Capital
Texas
$312K +$282K +5,390 New
GIA
1670
Guyasuta Investment Advisors
Pennsylvania
$312K – – –
PAMG
1671
Patton Albertson Miller Group
Tennessee
$311K +$12.4K +237 +5%
AW
1672
Alaethes Wealth
Nevada
$311K – – –
SNBOSD
1673
Security National Bank of So Dak
Iowa
$310K -$97.7K -1,867 -26%
HR
1674
Hardy Reed
Mississippi
$310K +$1.88K +36 +0.7%
PS
1675
Portfolio Strategies
New York
$310K +$280K +5,349 New
65 66
67
68 69