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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWM
1751
Spartan Planning & Wealth Management
North Carolina
$600K +$35K +403 +7%
CAI
1752
Capital Advisors Inc
Oklahoma
$599K +$102K +1,179 +22%
CFO
1753
CVA Family Office
Colorado
$599K -$1.65K -19 -0.3%
TAM
1754
Titleist Asset Management
Texas
$598K +$60.9K +702 +12%
LB
1755
Legacy Bridge
Iowa
$598K +$16.3K +188 +3%
SCM
1756
Sterneck Capital Management
Missouri
$598K – – –
HBT
1757
Heartland Bank & Trust
Illinois
$596K -$4.6K -53 -0.8%
HFM
1758
Hartford Financial Management
Connecticut
$596K – – –
WPA
1759
Wealth Preservation Advisors
Tennessee
$595K +$434 +5 +0.1%
SB
1760
Simmons Bank
Arkansas
$593K +$10.1K +116 +2%
MWM
1761
MinichMacGregor Wealth Management
New York
$593K +$130K +1,502 +31%
RDWM
1762
Red Door Wealth Management
Tennessee
$592K -$868 -10 -0.2%
JWA
1763
JFS Wealth Advisors
Pennsylvania
$591K -$142K -1,634 -20%
GPWM
1764
Grant Private Wealth Management
California
$590K – – –
FFG
1765
Fortress Financial Group
Minnesota
$589K +$1.39K +16 +0.3%
AG
1766
Algert Global
California
$589K +$139K +1,603 +34%
SC
1767
Schulhoff & Co
Ohio
$588K +$174 +2 +0%
BWG
1768
Beta Wealth Group
California
$587K +$87 +1 +0%
RFP
1769
Root Financial Partners
California
$587K +$58.5K +674 +12%
FRA
1770
Front Row Advisors
California
$587K – – –
ISB
1771
Iowa State Bank
Iowa
$585K -$4.34K -50 -0.8%
CLOS
1772
Compagnie Lombard Odier SCmA
Switzerland
$583K – – –
JCM
1773
Jacobsen Capital Management
Utah
$581K -$5.38K -62 -1%
AB
1774
Atlas Brown
Kentucky
$581K +$521 +6 +0.1%
HCWM
1775
Hidden Cove Wealth Management
Washington
$581K +$24.6K +283 +5%
69 70
71
72 73