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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1676
Maia Wealth
Colorado
$545K +$12.4K +153 +2%
FM
1677
Family Management
New York
$543K +$174K +2,142 +49%
RIS
1678
Richmond Investment Services
Wisconsin
$542K +$4.05K +50 +0.8%
DSC
1679
Duncker Streett & Co
Missouri
$541K +$7.54K +93 +1%
HBT
1680
Heartland Bank & Trust
Illinois
$541K -$22.9K -282 -4%
SFB
1681
STAR Financial Bank
Indiana
$541K -$57.5K -709 -10%
AFPL
1682
Advus Financial Partners, LLC
Florida
$540K -$41.7K -514 -7%
CFO
1683
CVA Family Office
Colorado
$540K +$4.7K +58 +0.9%
CFG
1684
Cooper Financial Group
California
$538K -$16.8K -207 -3%
SCM
1685
Sterneck Capital Management
Missouri
$538K – – –
HFM
1686
Hartford Financial Management
Connecticut
$536K -$245K -3,027 -32%
RCM
1687
Requisite Capital Management
Texas
$536K +$519K +6,400 New
WPA
1688
Wealth Preservation Advisors
Tennessee
$534K +$12.7K +157 +3%
MAG
1689
M3 Advisory Group
Massachusetts
$534K -$1.38K -17 -0.3%
PMSA
1690
Patrick M. Sweeney & Associates
Illinois
$534K +$20.8K +257 +4%
RDWM
1691
Red Door Wealth Management
Tennessee
$533K -$70.9K -874 -12%
HKIM
1692
Hayek Kallen Investment Management
Alabama
$533K – – –
SL
1693
Salomon & Ludwin
Virginia
$533K +$147K +1,809 +38%
TIA
1694
Traphagen Investment Advisors
New Jersey
$532K +$10.3K +127 +2%
ZIG
1695
Zullo Investment Group
Pennsylvania
$532K +$9.89K +122 +2%
ISB
1696
Iowa State Bank
Iowa
$531K +$513K +6,332 New
GPWM
1697
Grant Private Wealth Management
California
$531K -$2.51M -30,951 -83%
WF
1698
Wayfinding Financial
Washington
$529K -$20.2K -249 -4%
FFG
1699
Fortress Financial Group
Minnesota
$529K +$1.38K +17 +0.3%
SC
1700
Schulhoff & Co
Ohio
$529K +$81 +1 +0%
66 67
68
69 70