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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1801
Verus Capital Partners
Arizona
$512K +$18.7K +233 +4%
SFG
1802
Seamount Financial Group
Colorado
$511K +$20K +249 +4%
VCP
1803
Vista Capital Partners
Oregon
$511K -$41.6K -518 -8%
LCAM
1804
London & Capital Asset Management
United Kingdom
$511K -$781K -9,717 -61%
ITIM
1805
Indiana Trust & Investment Management
Indiana
$510K – – –
AWA
1806
Alaska Wealth Advisors
Alaska
$510K +$24.5K +305 +5%
JCM
1807
Jacobsen Capital Management
Utah
$508K -$3.62K -45 -0.7%
WPA
1808
Wealth Preservation Advisors
Tennessee
$508K -$18.4K -229 -4%
CT
1809
Colonial Trust
South Carolina
$507K +$37.2K +463 +8%
DWM
1810
Denver Wealth Management
Colorado
$507K +$20K +249 +4%
TGAM
1811
TBH Global Asset Management
Tennessee
$504K -$585K -7,274 -54%
AIA
1812
Arbor Investment Advisors
North Carolina
$504K +$490K +6,094 New
SOAG
1813
Silver Oak Advisory Group
Oregon
$503K -$39.3K -489 -7%
WF
1814
Wayfinding Financial
Washington
$503K +$3.86K +48 +0.8%
AWP
1815
Axis Wealth Partners
Rhode Island
$503K -$47.1K -586 -9%
CPA
1816
Cardiff Park Advisors
California
$501K -$7.23K -90 -1%
JWA
1817
JFS Wealth Advisors
Pennsylvania
$501K -$27.9K -347 -5%
WPWM
1818
Western Pacific Wealth Management
Illinois
$500K – – –
CP
1819
Canopy Partners
Ohio
$499K +$7.07K +88 +1%
ACM
1820
Alethea Capital Management
Washington
$498K – – –
FNBOH
1821
First National Bank of Hutchinson
Kansas
$498K – – –
SMWM
1822
Silvia McColl Wealth Management
California
$498K +$161 +2 +0%
WPW
1823
Waldron Private Wealth
Pennsylvania
$498K +$13.5K +168 +3%
AIM
1824
Acropolis Investment Management
Missouri
$497K +$1.93K +24 +0.4%
SAM
1825
Sequent Asset Management
Texas
$496K -$49.1K -611 -9%
71 72
73
74 75