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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1676
Axis Wealth Partners
Rhode Island
$525K +$5.62K +78 +1%
KFGK
1677
Keystone Financial Group (Kentucky)
Kentucky
$525K +$3.68K +51 +0.8%
AMIM
1678
Aull & Monroe Investment Management
Alabama
$522K -$14.4K -200 -3%
LIP
1679
Lighthouse Investment Partners
Florida
$520K -$21.9M -303,821 -98%
RIS
1680
Richmond Investment Services
Wisconsin
$515K +$261K +3,618 +129%
SCM
1681
Sterneck Capital Management
Missouri
$514K +$30.2K +419 +7%
MAG
1682
M3 Advisory Group
Massachusetts
$512K +$2.6K +36 +0.6%
CFO
1683
CVA Family Office
Colorado
$512K -$13.3K -185 -3%
PMSA
1684
Patrick M. Sweeney & Associates
Illinois
$511K +$40.1K +556 +10%
HKIM
1685
Hayek Kallen Investment Management
Alabama
$510K +$115K +1,600 +34%
DSC
1686
Duncker Streett & Co
Missouri
$510K +$22.3K +309 +5%
APG
1687
Abacus Planning Group
South Carolina
$509K +$41.1K +570 +10%
RWPA
1688
Richard W. Paul & Associates
Michigan
$509K -$1.88K -26 -0.4%
WF
1689
Wayfinding Financial
Washington
$509K -$32.7K -453 -6%
AC
1690
Allstate Corporation
Illinois
$508K -$8.14M -112,959 -95%
SB
1691
Simmons Bank
Arkansas
$508K -$18.6K -258 -4%
EW
1692
Evoke Wealth
California
$508K -$94.5K -1,310 -17%
SFI
1693
SPC Financial Inc
Maryland
$507K +$5.48K +76 +1%
SC
1694
Schulhoff & Co
Ohio
$505K -$35.9K -498 -7%
CWM
1695
Circle Wealth Management
New Jersey
$505K -$134K -1,862 -23%
FRA
1696
Front Row Advisors
California
$504K – – –
FFG
1697
Fortress Financial Group
Minnesota
$504K +$1.15K +16 +0.3%
WPP
1698
Whalerock Point Partners
Rhode Island
$503K +$84.7K +1,175 +23%
SAM
1699
Sequent Asset Management
Texas
$503K -$34K -472 -7%
LWM
1700
Lakeridge Wealth Management
Ohio
$503K -$865 -12 -0.2%
66 67
68
69 70