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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1751
180 Wealth Advisors
Washington
$494K +$12.8K +158 +3%
SC
1752
Searle & Co
Connecticut
$493K – – –
SWM
1753
Silverlake Wealth Management
Vermont
$492K -$6.16K -76 -1%
GCM
1754
G2 Capital Management
Ohio
$491K +$17K +210 +4%
CFP
1755
Cascade Financial Partners
California
$490K +$8.11K +100 +2%
PPG
1756
Peak Planning Group
Colorado
$489K – – –
AIA
1757
AssuredPartners Investment Advisors
Florida
$488K +$77.7K +958 +20%
SFS
1758
Stiles Financial Services
Minnesota
$488K -$11.7K -144 -2%
AI
1759
AdvisorShares Investments
Maryland
$486K +$470K +5,800 New
WWM
1760
Whalen Wealth Management
Nevada
$486K +$470K +5,799 New
CAM
1761
Campion Asset Management
Virginia
$486K -$16.2K -200 -3%
MFWP
1762
Mosaic Family Wealth Partners
Missouri
$486K +$38K +469 +9%
MFC
1763
Morris Financial Concepts
South Carolina
$484K -$29.6K -365 -6%
ITIM
1764
Indiana Trust & Investment Management
Indiana
$484K – – –
WC
1765
Westhampton Capital
North Carolina
$484K -$25.5K -315 -5%
PFW
1766
Petros Family Wealth
Minnesota
$483K +$324 +4 +0.1%
EP
1767
Edgestream Partners
New Jersey
$482K -$6.75M -83,233 -94%
GWM
1768
GK Wealth Management
Nevada
$482K +$44.7K +551 +11%
DWM
1769
Denver Wealth Management
Colorado
$480K – – –
CA
1770
CoreCap Advisors
Michigan
$480K +$64.1K +791 +16%
MA
1771
Mezzasalma Advisors
New Jersey
$480K -$162 -2 -0%
TAM
1772
Titleist Asset Management
Texas
$479K -$16.1K -198 -3%
AF
1773
Arrow Financial
New York
$479K -$5.92K -73 -1%
KWM
1774
Keebeck Wealth Management
Illinois
$479K +$43K +530 +10%
TW
1775
Traveka Wealth
California
$478K +$2.68K +33 +0.6%
69 70
71
72 73