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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1701
Principal Street Partners
Tennessee
$211K +$199K +4,938 New
ML
1702
McAdam LLC
Pennsylvania
$210K +$198K +4,914 New
AWA
1703
Amplius Wealth Advisors
Pennsylvania
$210K +$198K +4,910 New
SGCA
1704
Steel Grove Capital Advisors
Tennessee
$209K +$197K +4,902 New
SSG
1705
Summit Securities Group
New York
$209K -$103K -2,571 -34%
WF
1706
WoodTrust Financial
Wisconsin
$209K +$197K +4,901 New
GD
1707
Grandfield & Dodd
New York
$208K +$196K +4,878 New
TWP
1708
Tempus Wealth Planning
California
$208K +$196K +4,873 New
LWM
1709
Lodestone Wealth Management
Washington
$208K +$196K +4,866 New
SIC
1710
Samalin Investment Counsel
New York
$207K +$195K +4,853 New
HKIM
1711
Hayek Kallen Investment Management
Alabama
$207K +$196K +4,860 New
FCB
1712
First Command Bank
Texas
$207K -$2.62K -65 -1%
FCFS
1713
First Command Financial Services
Texas
$207K -$2.62K -65 -1%
ACA
1714
Aptus Capital Advisors
Alabama
$206K +$194K +4,832 New
DP
1715
Denver PWM
Colorado
$206K +$190K +4,728 New
EHAM
1716
Eagle Harbor Asset Management
Washington
$205K +$194K +4,812 New
IDA
1717
Intelligence Driven Advisers
California
$205K -$81.1K -2,014 -30%
CAS
1718
CTC Alternative Strategies
Illinois
$205K +$193K +4,800 New
AFG
1719
Atomi Financial Group
New York
$205K +$193K +4,799 New
PA
1720
PSI Advisors
Florida
$204K -$2.74K -68 -1%
HFG
1721
Heron Financial Group
New York
$204K +$192K +4,774 New
CPC
1722
Consolidated Planning Corp
Georgia
$203K +$192K +4,765 New
EGM
1723
Engineers Gate Manager
New York
$203K -$1.56M -38,800 -89%
WTA
1724
Washington Trust Advisors
Massachusetts
$203K -$21.1K -523 -10%
PTC
1725
Petrus Trust Company
Texas
$202K +$191K +4,740 New
67 68
69
70 71