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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1776
Summit Wealth & Retirement Planning
California
$280K +$1.05K +20 +0.4%
SFG
1777
Sunburst Financial Group
Alabama
$279K +$271K +5,180 New
FPCP
1778
Fort Point Capital Partners
California
$278K +$10K +191 +4%
PO
1779
Private Ocean
California
$277K +$3.61K +69 +1%
ME
1780
McIlrath & Eck
Washington
$277K +$81.8K +1,562 +44%
CG
1781
Corundum Group
Colorado
$276K +$10.7K +204 +4%
WAS
1782
Wealth Advisory Solutions
Indiana
$276K +$268K +5,123 New
LF
1783
LifeSteps Financial
California
$276K +$268K +5,126 New
CIA
1784
Caledonia Investments (Australia)
Australia
$274K – – –
CAM
1785
Congress Asset Management
Massachusetts
$274K +$2.51K +48 +1%
SWM
1786
Stockman Wealth Management
Montana
$273K -$14.7K -280 -5%
THWM
1787
Taylor Hoffman Wealth Management
Virginia
$273K -$6.81K -130 -2%
AWM
1788
Aprio Wealth Management
Georgia
$273K +$266K +5,074 New
SCM
1789
Smith Capital Management
Arkansas
$272K -$54.1K -1,033 -17%
WAAG
1790
Wealth Alliance Advisory Group
Kansas
$272K -$52.4K -1,000 -17%
OC
1791
Oakworth Capital
Alabama
$272K -$32.3K -617 -11%
DWA
1792
Dougherty Wealth Advisers
Minnesota
$271K -$9.69K -185 -4%
APW
1793
Acima Private Wealth
Virginia
$271K – – –
FIA
1794
Foundations Investment Advisors
Arizona
$270K -$129K -2,468 -33%
ACG
1795
Allen Capital Group
Nebraska
$270K +$6.34K +121 +2%
SCM
1796
Snow Capital Management
Pennsylvania
$269K -$104K -1,987 -28%
UWPG
1797
Ullmann Wealth Partners Group
Florida
$269K -$26.2K -500 -9%
IA
1798
Independence Advisors
Pennsylvania
$269K – – –
NME
1799
Notis-McConarty Edward
$269K – – –
KC
1800
Knuff & Co
California
$269K +$173K +3,300 +194%
70 71
72
73 74