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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1776
Sunburst Financial Group
Alabama
$279K +$271K +5,180 New
FPCP
1777
Fort Point Capital Partners
California
$278K +$10K +191 +4%
PO
1778
Private Ocean
California
$277K +$3.61K +69 +1%
ME
1779
McIlrath & Eck
Washington
$277K +$81.8K +1,562 +44%
CG
1780
Corundum Group
Colorado
$276K +$10.7K +204 +4%
WAS
1781
Wealth Advisory Solutions
Indiana
$276K +$268K +5,123 New
LF
1782
LifeSteps Financial
California
$276K +$268K +5,126 New
CIA
1783
Caledonia Investments (Australia)
Australia
$274K – – –
CAM
1784
Congress Asset Management
Massachusetts
$274K +$2.51K +48 +1%
SWM
1785
Stockman Wealth Management
Montana
$273K -$14.7K -280 -5%
THWM
1786
Taylor Hoffman Wealth Management
Virginia
$273K -$6.81K -130 -2%
AWM
1787
Aprio Wealth Management
Georgia
$273K +$266K +5,074 New
SCM
1788
Smith Capital Management
Arkansas
$272K -$54.1K -1,033 -17%
WAAG
1789
Wealth Alliance Advisory Group
Kansas
$272K -$52.4K -1,000 -17%
OC
1790
Oakworth Capital
Alabama
$272K -$32.3K -617 -11%
DWA
1791
Dougherty Wealth Advisers
Minnesota
$271K -$9.69K -185 -4%
APW
1792
Acima Private Wealth
Virginia
$271K – – –
FIA
1793
Foundations Investment Advisors
Arizona
$270K -$129K -2,468 -33%
ACG
1794
Allen Capital Group
Nebraska
$270K +$6.34K +121 +2%
SCM
1795
Snow Capital Management
Pennsylvania
$269K -$104K -1,987 -28%
UWPG
1796
Ullmann Wealth Partners Group
Florida
$269K -$26.2K -500 -9%
IA
1797
Independence Advisors
Pennsylvania
$269K – – –
NME
1798
Notis-McConarty Edward
$269K – – –
KC
1799
Knuff & Co
California
$269K +$173K +3,300 +194%
SM
1800
SG3 Management
Puerto Rico
$269K +$262K +5,000 New
70 71
72
73 74