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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1801
Saxon Interests
Texas
$273K -$19.7K -333 -7%
FWTB
1802
First Western Trust Bank
Colorado
$273K +$14K +237 +5%
HIIFS
1803
Harel Insurance Investments & Financial Services
Israel
$272K +$269K +4,562 +2,577%
EP
1804
Edgestream Partners
New Jersey
$272K +$270K +4,578 New
PSC
1805
Prentiss Smith & Co
Vermont
$271K – – –
WAAG
1806
Wealth Alliance Advisory Group
Kansas
$271K – – –
AO
1807
Advisor OS
Illinois
$270K +$8.15K +138 +3%
AAS
1808
Annex Advisory Services
Wisconsin
$270K -$35.2K -596 -12%
EL
1809
EWA LLC
Pennsylvania
$268K +$50.9K +862 +24%
SWRP
1810
Summit Wealth & Retirement Planning
California
$267K +$265K +4,489 New
HP
1811
Holistic Planning
Texas
$263K – – –
APG
1812
Abacus Planning Group
South Carolina
$263K +$22.6K +383 +9%
ACA
1813
Affinity Capital Advisors
California
$263K +$59 +1 +0%
LFA
1814
Laraway Financial Advisors
Minnesota
$263K +$59 +1 +0%
JSSH
1815
J. Safra Sarasin Holding
$262K +$261K +4,419 New
TWA
1816
TCI Wealth Advisors
Arizona
$261K +$9.45K +160 +4%
FP
1817
Factorial Partners
New York
$261K -$2.48M -42,000 -91%
PC
1818
Prairiewood Capital
North Dakota
$261K +$260K +4,400 New
CS
1819
Capital Square
Tennessee
$260K -$118K -2,000 -31%
ADL
1820
Asset Dedication LLC
California
$260K +$19.1K +324 +8%
NCTC
1821
New Covenant Trust Company
Indiana
$260K -$14.7K -249 -5%
BFA
1822
Bill Few Associates
Pennsylvania
$260K -$17K -288 -6%
SIC
1823
Samalin Investment Counsel
New York
$259K +$1.12K +19 +0.4%
SWM
1824
Stockman Wealth Management
Montana
$258K -$31.1K -526 -11%
MAM
1825
Martingale Asset Management
Massachusetts
$257K +$256K +4,330 New
71 72
73
74 75