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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWTB
1801
First Western Trust Bank
Colorado
$252K -$3.77K -72 -2%
RBC
1802
Romano Brothers & Co
Illinois
$252K – – –
SIC
1803
Samalin Investment Counsel
New York
$252K +$1.15K +22 +0.5%
CAMV
1804
Concord Asset Management (Virginia)
Virginia
$251K +$523 +10 +0.2%
AWA
1805
Acorn Wealth Advisors
Michigan
$251K -$11.8K -225 -5%
WG
1806
Wealth Group
North Carolina
$250K +$225K +4,306 New
LCS
1807
Levin Capital Strategies
New York
$249K -$40.7K -777 -15%
FPFS
1808
First Personal Financial Services
North Carolina
$249K +$46.1K +881 +26%
CWM
1809
Concentrum Wealth Management
California
$248K +$223K +4,271 New
CWM
1810
Chesapeake Wealth Management
Virginia
$247K +$1.36K +26 +0.6%
TCWA
1811
Turtle Creek Wealth Advisors
Texas
$247K -$31.8K -607 -12%
FAB
1812
First American Bank
Illinois
$247K – – –
WP
1813
WealthPLAN Partners
Nebraska
$246K +$732 +14 +0.3%
BIG
1814
Builder Investment Group
Georgia
$246K -$419 -8 -0.2%
XSC
1815
X-Square Capital
Puerto Rico
$246K -$26K -497 -11%
GCA
1816
Gradient Capital Advisors
California
$246K +$889 +17 +0.4%
TWA
1817
TCI Wealth Advisors
Arizona
$246K +$2.46K +47 +1%
WA
1818
WealthTrust Axiom
Pennsylvania
$246K – – –
FA
1819
Fermata Advisors
California
$245K -$23.4K -447 -10%
SPIS
1820
Steward Partners Investment Solutions
Oregon
$245K -$29.9K -571 -12%
TCM
1821
Tradewinds Capital Management
Washington
$245K +$178K +3,400 +412%
CCIA
1822
Cherry Creek Investment Advisors
Colorado
$245K -$110K -2,107 -33%
1WM
1823
1858 Wealth Management
Ohio
$244K – – –
IA
1824
IFG Advisors
Missouri
$244K +$5.13K +98 +2%
PFA
1825
Professional Financial Advisors
Nebraska
$244K +$1.31K +25 +0.6%
71 72
73
74 75