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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
Lakeridge Wealth Management
Ohio
$451K +$8.93K +119 +2%
FFG
1702
Fortress Financial Group
Minnesota
$451K +$1.13K +15 +0.2%
SFI
1703
SPC Financial Inc
Maryland
$449K +$11.3K +151 +2%
BWAM
1704
Boyd Watterson Asset Management
Ohio
$449K +$147K +1,959 +46%
CLOS
1705
Compagnie Lombard Odier SCmA
Switzerland
$449K – – –
LB
1706
Legacy Bridge
Iowa
$447K – – –
OC
1707
Oakworth Capital
Alabama
$447K – – –
RWA
1708
Redhawk Wealth Advisors
Minnesota
$447K +$1.2K +16 +0.3%
TAM
1709
Titleist Asset Management
Texas
$446K -$42.3K -563 -8%
HIG
1710
Heritage Investment Group
Florida
$445K – – –
WOC
1711
West Oak Capital
California
$445K -$37.5K -500 -7%
WPA
1712
Wealth Preservation Advisors
Tennessee
$445K +$465K +6,200 New
NPA
1713
Nichols & Pratt Advisers
Massachusetts
$445K – – –
FCFC
1714
First Citizens Financial Corp
Iowa
$445K – – –
MCA
1715
MSH Capital Advisors
Arizona
$445K +$30.8K +410 +7%
SFP
1716
SwitchPoint Financial Planning
Utah
$445K +$465K +6,196 New
BOSSRA
1717
B.O.S.S. Retirement Advisors
Utah
$445K -$2.98M -39,684 -87%
CCM
1718
Chilton Capital Management
Texas
$444K -$30K -400 -6%
FNBTCON
1719
First National Bank & Trust Co of Newtown
Pennsylvania
$444K – – –
SAM
1720
Secure Asset Management
Michigan
$443K +$82.5K +1,099 +22%
WF
1721
WoodTrust Financial
Wisconsin
$442K -$13.4K -178 -3%
CFP
1722
Cascade Financial Partners
California
$442K +$30K +400 +7%
MFC
1723
Morris Financial Concepts
South Carolina
$441K -$12.1K -161 -3%
IF
1724
Intrua Financial
Texas
$441K -$72.4K -964 -14%
KCFA
1725
Key Client Fiduciary Advisors
New Jersey
$440K -$5.93K -79 -1%
67 68
69
70 71