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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1776
Boston Family Office
Massachusetts
$250K – – –
NDSI
1777
Newman Dignan & Sheerar Inc
Rhode Island
$250K +$54 +1 +0%
FPCG
1778
Fort Pitt Capital Group
Pennsylvania
$249K -$2.09K -39 -0.8%
WJA
1779
Willis Johnson & Associates
Texas
$249K +$275K +5,136 New
AMBIA
1780
Allen Mooney & Barnes Investment Advisors
Georgia
$248K +$274K +5,122 New
TWA
1781
TPB Wealth Advisors
Texas
$248K +$54 +1 +0%
TFA
1782
Tranquilli Financial Advisor
New Jersey
$248K +$4.07K +76 +2%
HWM
1783
Hohimer Wealth Management
Washington
$248K +$274K +5,121 New
MFG
1784
Merit Financial Group
Georgia
$248K +$274K +5,126 New
BHWM
1785
Bar Harbor Wealth Management
New Hampshire
$247K -$26.9K -502 -9%
CCM
1786
CTC Capital Management
Illinois
$247K +$273K +5,100 New
BWA
1787
Burt Wealth Advisors
Maryland
$246K – – –
BFA
1788
Buttonwood Financial Advisors
Maryland
$246K +$19.1K +357 +8%
DC
1789
Defender Capital
North Carolina
$246K +$272K +5,074 New
NWM
1790
Northcape Wealth Management
New York
$246K +$272K +5,084 New
PWA
1791
Physician Wealth Advisors
Utah
$246K +$286K +5,353 New
CWC
1792
Carolinas Wealth Consulting
North Carolina
$245K +$62K +1,158 +30%
MFG
1793
Magnus Financial Group
New York
$245K +$270K +5,047 New
WEG
1794
World Equity Group
Illinois
$244K +$269K +5,030 New
MC
1795
Middleton & Co
Massachusetts
$243K – – –
RCG
1796
Rock Creek Group
District of Columbia
$243K +$108K +2,011 +67%
QFA
1797
Quattro Financial Advisors
Texas
$242K -$268K -5,000 -50%
HKIM
1798
Hayek Kallen Investment Management
Alabama
$242K -$29.4K -550 -10%
MJP
1799
Michael J. Puzo
$242K – – –
LW
1800
Linscomb Wealth
Texas
$242K +$21.4K +400 +9%
70 71
72
73 74