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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
1826
Timber Creek Capital Management
Massachusetts
$32K – – –
HWM
1827
Holloway Wealth Management
Florida
$30K – – –
UAML
1828
US Asset Management LLC
Pennsylvania
$30K +$29.5K +637 New
CMA
1829
Cedar Mountain Advisors
Oregon
$29K -$3.06K -66 -10%
IPW
1830
IronBridge Private Wealth
Texas
$29K – – –
RIA
1831
RPG Investment Advisory
California
$29K – – –
GM
1832
GeoWealth Management
Illinois
$29K +$1.16K +25 +4%
M
1833
MOTCO
Texas
$28K -$387K -8,357 -93%
AWM
1834
AllSquare Wealth Management
New York
$28K -$55.5K -1,200 -67%
CIA
1835
Cascade Investment Advisors
Oregon
$27.8K -$13.9K -300 -33%
TF
1836
TimeScale Financial
Massachusetts
$27K +$93 +2 +0.3%
CA
1837
Centerpoint Advisors
Massachusetts
$26K – – –
CT
1838
Clearstead Trust
Maine
$26K +$26.4K +570 New
BCPWM
1839
Bradley & Co Private Wealth Management
Florida
$25K – – –
LPWM
1840
Lake Point Wealth Management
Texas
$25K – – –
TAIM
1841
TD Ameritrade Investment Management
Nebraska
$24K -$12.9K -278 -21%
TFM
1842
TFC Financial Management
Massachusetts
$23K +$7.68K +166 +52%
TVWM
1843
Tower View Wealth Management
Wisconsin
$23K +$23.1K +500 New
BWM
1844
Baystate Wealth Management
Massachusetts
$21K +$10.3K +223 +95%
SIS
1845
Sound Income Strategies
Florida
$20K – – –
TCWM
1846
Total Clarity Wealth Management
Illinois
$20K +$20.1K +435 New
IRAG
1847
Investment Research & Advisory Group
Georgia
$19K – – –
OCM
1848
Orion Capital Management
California
$19K – – –
PAI
1849
Pittenger & Anderson Inc
Nebraska
$19K – – –
SFP
1850
Sterling Financial Planning
New Jersey
$19K – – –
72 73
74
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