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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1726
CFO4Life
Texas
$221K +$237K +5,354 New
DWM
1727
Denver Wealth Management
Colorado
$221K +$1.2K +27 +0.5%
EWM
1728
Empirical Wealth Management
Washington
$220K -$141K -3,177 -37%
QC
1729
Quent Capital
New York
$220K +$27.4K +619 +13%
KFA
1730
Kapstone Financial Advisors
Ohio
$220K +$206K +4,662 New
GW
1731
GW & Wade
Massachusetts
$220K +$11.5K +259 +5%
CNB
1732
Camden National Bank
Maine
$219K -$44.3K -1,000 -16%
CC
1733
Constitution Capital
Connecticut
$219K – – –
MCA
1734
Millennium Capital Advisors
Arkansas
$219K +$2.21K +50 +1%
NFP
1735
Narus Financial Partners
Utah
$219K -$4.43K -100 -2%
KFC
1736
Klingenstein Fields & Co
New York
$219K – – –
SWM
1737
Silverlake Wealth Management
Vermont
$218K -$16.6K -376 -7%
ITIM
1738
Indiana Trust & Investment Management
Indiana
$218K -$50.1K -1,133 -18%
PFBT
1739
Parkside Financial Bank & Trust
Missouri
$218K +$5.89K +133 +3%
DAM
1740
Deltec Asset Management
New York
$217K – – –
PAM
1741
Pegasus Asset Management
New York
$217K +$1.77K +40 +0.8%
MC
1742
Middleton & Co
Massachusetts
$215K +$9.07K +205 +4%
HBT
1743
Hills Bank & Trust
Iowa
$214K -$133 -3 -0.1%
OWM
1744
OneAscent Wealth Management
Alabama
$214K – – –
BWM
1745
Buckley Wealth Management
Nevada
$213K -$3.5K -79 -2%
JWS
1746
Juncture Wealth Strategies
Arizona
$213K +$228K +5,160 New
SFI
1747
SPC Financial Inc
Maryland
$213K +$228K +5,150 New
IA
1748
IFG Advisory
Georgia
$212K -$151K -3,402 -40%
TWA
1749
TPB Wealth Advisors
Texas
$212K +$89 +2 +0%
VWM
1750
Venturi Wealth Management
Texas
$212K +$227K +5,124 New
68 69
70
71 72