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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1701
Morris Financial Concepts
South Carolina
$443K – – –
FAIM
1702
Financial Advocates Investment Management
Washington
$442K +$3.14K +46 +0.7%
PC
1703
Permanens Capital
New York
$442K -$87.1K -1,276 -17%
FRA
1704
Front Row Advisors
California
$442K – – –
OL
1705
Optas LLC
Texas
$442K +$80.9K +1,185 +23%
AWA
1706
Alaska Wealth Advisors
Alaska
$441K -$48.7K -713 -10%
AA
1707
Advisory Alpha
Michigan
$441K +$27.7K +405 +7%
APW
1708
Austin Private Wealth
Texas
$441K +$428K +6,272 New
FFG
1709
Fortress Financial Group
Minnesota
$440K +$427K +6,261 New
TFF
1710
The Family Firm
Maryland
$440K +$273 +4 +0.1%
CLOS
1711
Compagnie Lombard Odier SCmA
Switzerland
$439K -$273K -4,000 -39%
LB
1712
Legacy Bridge
Iowa
$438K – – –
OC
1713
Oakworth Capital
Alabama
$437K – – –
ML
1714
McAdam LLC
Pennsylvania
$437K +$40.7K +596 +11%
TGAM
1715
TBH Global Asset Management
Tennessee
$436K -$4.51K -66 -1%
CP
1716
CenterBook Partners
Connecticut
$436K -$466K -6,829 -52%
KCFA
1717
Key Client Fiduciary Advisors
New Jersey
$436K -$30.8K -451 -7%
RWA
1718
Redhawk Wealth Advisors
Minnesota
$436K +$273 +4 +0.1%
HIG
1719
Heritage Investment Group
Florida
$436K – – –
SHGA
1720
Sand Hill Global Advisors
California
$436K -$35.3K -517 -8%
NPA
1721
Nichols & Pratt Advisers
Massachusetts
$435K – – –
FCFC
1722
First Citizens Financial Corp
Iowa
$435K +$171K +2,498 +68%
SW
1723
SteelPeak Wealth
California
$435K -$77K -1,128 -15%
ZIG
1724
Zullo Investment Group
Pennsylvania
$434K +$22.7K +333 +6%
FNBTCON
1725
First National Bank & Trust Co of Newtown
Pennsylvania
$434K -$75.8K -1,110 -15%
67 68
69
70 71