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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1826
SOA Wealth Advisors
New York
$73.3K – – –
WAM
1827
WFA Asset Management
Wisconsin
$71.8K – – –
SIS
1828
Sound Income Strategies
Florida
$69.1K +$29.5K +734 +83%
AWM
1829
Abound Wealth Management
Tennessee
$68.8K -$2.38K -59 -4%
MFG
1830
Mendota Financial Group
Wisconsin
$68.5K +$13.4K +333 +26%
BCMLT
1831
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K +$4.35K +108 +7%
FMTCOCP
1832
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
BHWM
1833
Bay Harbor Wealth Management
Maryland
$65.4K -$4.67K -116 -7%
RTC
1834
Riverview Trust Company
Washington
$65.3K -$112K -2,772 -64%
BWL
1835
Bogart Wealth LLC
Virginia
$65.3K – – –
KIG
1836
Kessler Investment Group
Indiana
$64.8K – – –
USB
1837
Union Savings Bank
Connecticut
$64.7K +$56.5K +1,403 New
SIC
1838
SJS Investment Consulting
Ohio
$64.7K -$2.09K -52 -3%
LWP
1839
Lumature Wealth Partners
Georgia
$63.1K – – –
NECFA
1840
New England Capital Financial Advisors
Connecticut
$61.4K +$403 +10 +0.7%
UIA
1841
Ulland Investment Advisors
Minnesota
$61K – – –
AS
1842
AM Squared
Hong Kong
$59.8K -$109K -2,700 -66%
SFG
1843
Steward Financial Group
Texas
$58K +$54.9K +1,363 New
HCM
1844
Hollencrest Capital Management
California
$57.9K – – –
FC
1845
Family CFO
California
$57.5K – – –
JMF
1846
Johnson Midwest Financial
Iowa
$57.3K +$362 +9 +0.7%
VCM
1847
Versant Capital Management
Arizona
$57.2K +$564 +14 +1%
BSC
1848
Brown Shipley & Co
United Kingdom
$57K – – –
MWM
1849
Mascoma Wealth Management
New Hampshire
$57K -$1.33K -33 -3%
GJIA
1850
Glass Jacobson Investment Advisors
Maryland
$56.9K +$53.7K +1,333 New
72 73
74
75 76