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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1651
Atwood & Palmer
Missouri
$352K – – –
PTB
1652
Pioneer Trust Bank
Oregon
$350K – – –
FFO
1653
Fortitude Family Office
Arizona
$350K +$12K +203 +4%
IAG
1654
Investment Advisory Group
Massachusetts
$349K +$1.24K +21 +0.4%
CWG
1655
Cornerstone Wealth Group
North Carolina
$349K +$49.7K +842 +17%
ACM
1656
Arcataur Capital Management
Wisconsin
$348K -$3.54K -60 -1%
PMSA
1657
Patrick M. Sweeney & Associates
Illinois
$348K +$39K +660 +12%
WF
1658
Wayfinding Financial
Washington
$346K -$24.4K -413 -7%
BI
1659
Ballast Inc
Kentucky
$345K +$7.26K +123 +2%
BBW
1660
Blue Barn Wealth
Utah
$345K +$18.6K +315 +6%
ZIG
1661
Zullo Investment Group
Pennsylvania
$345K -$236 -4 -0.1%
CC
1662
Callan Capital
California
$345K +$20.2K +342 +6%
MCA
1663
MSH Capital Advisors
Arizona
$343K +$649 +11 +0.2%
ITIM
1664
Indiana Trust & Investment Management
Indiana
$343K +$45.2K +765 +15%
ST
1665
Smithfield Trust
Pennsylvania
$342K -$4.43K -75 -1%
PCM
1666
Parsons Capital Management
Rhode Island
$342K – – –
VWA
1667
Visionary Wealth Advisors
Illinois
$341K -$39.5K -669 -10%
SF
1668
Slagle Financial
Illinois
$340K -$2.31M -39,131 -87%
GFS
1669
GYL Financial Synergies
Connecticut
$340K -$87.3K -1,478 -21%
NCM
1670
Narwhal Capital Management
Georgia
$339K -$3.42K -58 -1%
SGI
1671
Summit Global Investments
Utah
$339K -$6.61K -112 -2%
CFP
1672
Cascade Financial Partners
California
$336K -$59K -1,000 -15%
BOH
1673
Bank of Hawaii
Hawaii
$336K +$53.6K +908 +19%
GCM
1674
G2 Capital Management
Ohio
$335K – – –
AFPL
1675
Advus Financial Partners, LLC
Florida
$335K +$11.6K +197 +4%
65 66
67
68 69