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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1776
ASL Financial
California
$580K +$540K +6,219 New
NG
1777
Novem Group
New York
$579K +$1.3K +15 +0.2%
SWA
1778
Sax Wealth Advisors
New Jersey
$578K -$28.4K -327 -5%
TC
1779
TFR Capital
Texas
$577K -$5.38K -62 -1%
BWAM
1780
Boyd Watterson Asset Management
Ohio
$577K +$9.46K +109 +2%
KF
1781
Kelsey Financial
California
$576K +$537K +6,182 New
BWA
1782
Basecamp Wealth Advisors
Washington
$576K +$536K +6,176 New
SWRP
1783
Summit Wealth & Retirement Planning
California
$575K +$244K +2,811 +84%
SL
1784
Sentinus LLC
Illinois
$575K +$117K +1,344 +28%
FNBTCON
1785
First National Bank & Trust Co of Newtown
Pennsylvania
$574K – – –
CA
1786
CoreCap Advisors
Michigan
$573K +$36.5K +420 +7%
LA
1787
Legacy Advisors
Pennsylvania
$573K +$68.1K +784 +15%
CPA
1788
Cardiff Park Advisors
California
$572K +$1.3K +15 +0.2%
NGA
1789
Naples Global Advisors
Florida
$570K -$69.5K -801 -12%
EI
1790
EFG International
$570K +$531K +6,116 New
WF
1791
Wayfinding Financial
Washington
$570K -$17.1K -197 -3%
KCFA
1792
Key Client Fiduciary Advisors
New Jersey
$570K +$1.22K +14 +0.2%
BWP
1793
Baldwin Wealth Partners
Massachusetts
$569K – – –
ZIG
1794
Zullo Investment Group
Pennsylvania
$567K -$22.6K -260 -4%
HWM
1795
Hohimer Wealth Management
Washington
$566K +$260 +3 +0%
IRP
1796
Investment Research Partners
Pennsylvania
$565K – – –
PCG
1797
PFC Capital Group
California
$565K +$6.95K +80 +1%
RWA
1798
Redhawk Wealth Advisors
Minnesota
$564K -$13.5K -156 -3%
WPWM
1799
Western Pacific Wealth Management
Illinois
$564K – – –
SWM
1800
Steinberganna Wealth Management
New York
$562K +$40.4K +465 +8%
70 71
72
73 74