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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1801
Fortress Financial Group
Minnesota
$517K +$1.37K +17 +0.3%
XPN
1802
XY Planning Network
Montana
$517K +$54.1K +673 +12%
AF
1803
ASL Financial
California
$515K – – –
LP
1804
LMR Partners
United Kingdom
$514K +$500K +6,225 New
RWP
1805
Revolve Wealth Partners
New Jersey
$514K +$106K +1,315 +27%
AB
1806
Atlas Brown
Kentucky
$514K -$3.21K -40 -0.6%
VCP
1807
Verus Capital Partners
Arizona
$512K +$18.7K +233 +4%
SFG
1808
Seamount Financial Group
Colorado
$511K +$20K +249 +4%
VCP
1809
Vista Capital Partners
Oregon
$511K -$41.6K -518 -8%
LCAM
1810
London & Capital Asset Management
United Kingdom
$511K -$781K -9,717 -61%
ITIM
1811
Indiana Trust & Investment Management
Indiana
$510K – – –
AWA
1812
Alaska Wealth Advisors
Alaska
$510K +$24.5K +305 +5%
JCM
1813
Jacobsen Capital Management
Utah
$508K -$3.62K -45 -0.7%
WPA
1814
Wealth Preservation Advisors
Tennessee
$508K -$18.4K -229 -4%
CT
1815
Colonial Trust
South Carolina
$507K +$37.2K +463 +8%
DWM
1816
Denver Wealth Management
Colorado
$507K +$20K +249 +4%
TGAM
1817
TBH Global Asset Management
Tennessee
$504K -$585K -7,274 -54%
AIA
1818
Arbor Investment Advisors
North Carolina
$504K +$490K +6,094 New
SOAG
1819
Silver Oak Advisory Group
Oregon
$503K -$39.3K -489 -7%
WF
1820
Wayfinding Financial
Washington
$503K +$3.86K +48 +0.8%
AWP
1821
Axis Wealth Partners
Rhode Island
$503K -$47.1K -586 -9%
CPA
1822
Cardiff Park Advisors
California
$501K -$7.23K -90 -1%
JWA
1823
JFS Wealth Advisors
Pennsylvania
$501K -$27.9K -347 -5%
WPWM
1824
Western Pacific Wealth Management
Illinois
$500K – – –
CP
1825
Canopy Partners
Ohio
$499K +$7.07K +88 +1%
71 72
73
74 75