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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Avaii Wealth Management
Wisconsin
$249K -$1.04K -24 -0.5%
HFM
1727
Harvest Fund Management
China
$249K – – –
CFO
1728
CVA Family Office
Colorado
$248K -$61.3K -1,421 -22%
AIA
1729
Alternative Investment Advisors
Florida
$248K -$5.18K -120 -2%
WWG
1730
West Wealth Group
California
$247K +$1.04K +24 +0.5%
ITIM
1731
Indiana Trust & Investment Management
Indiana
$247K – – –
AWM
1732
Aprio Wealth Management
Georgia
$247K -$20.7K -480 -9%
MSA
1733
Marino Stram & Associates
Massachusetts
$246K -$1.04K -24 -0.5%
MI
1734
Motiv8 Investments
Florida
$246K +$216K +5,005 New
TIM
1735
Triad Investment Management
California
$246K -$606K -14,036 -74%
CS
1736
Capital Square
Tennessee
$246K -$130K -3,018 -38%
HC
1737
Hourglass Capital
Texas
$246K – – –
MJP
1738
Michael J. Puzo
$246K – – –
HA
1739
HC Advisors
Georgia
$246K – – –
AA
1740
Auxano Advisors
Washington
$245K -$73.2K -1,697 -25%
EWA
1741
Encompass Wealth Advisors
Oregon
$245K +$215K +4,977 New
IW
1742
Imprint Wealth
South Carolina
$245K -$46.4K -1,076 -18%
ML
1743
McAdam LLC
Pennsylvania
$245K -$4.88K -113 -2%
1WM
1744
1858 Wealth Management
Ohio
$244K +$214K +4,963 New
CWA
1745
Cornerstone Wealth Advisors
Minnesota
$244K – – –
CT
1746
Coastline Trust
Rhode Island
$242K -$80.3K -1,860 -27%
CCB
1747
Cutter & Co Brokerage
Missouri
$242K -$32.6K -756 -13%
SGCA
1748
Steel Grove Capital Advisors
Tennessee
$241K -$4.75K -110 -2%
WF
1749
WoodTrust Financial
Wisconsin
$241K – – –
JCM
1750
Jacobsen Capital Management
Utah
$240K +$211K +4,884 New
68 69
70
71 72