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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1826
Pine Valley Investments
New Jersey
$364K +$68 +1 +0%
NFC
1827
Northeast Financial Consultants
Connecticut
$364K +$54.6K +800 +18%
BRWM
1828
Blue Rock Wealth Management
North Carolina
$364K +$354K +5,184 New
TC
1829
Taika Capital
Florida
$364K +$354K +5,180 New
GSWM
1830
Golden State Wealth Management
California
$363K +$353K +5,172 New
BGAI
1831
Bruce G. Allen Investments
Colorado
$363K -$15K -219 -4%
PWM
1832
Partners Wealth Management
California
$363K +$353K +5,169 New
DWM
1833
Dorchester Wealth Management
Quebec, Canada
$363K -$42.7K -625 -11%
RP
1834
Raelipskie Partnership
Ontario, Canada
$363K -$9.22K -135 -3%
BFF
1835
Byrne Financial Freedom
Massachusetts
$363K +$352K +5,162 New
SL
1836
Salomon & Ludwin
Virginia
$362K -$7.3K -107 -2%
FAM
1837
Formidable Asset Management
Ohio
$360K -$20.4K -299 -6%
BHIA
1838
Birch Hill Investment Advisors
Massachusetts
$360K +$3.62K +53 +1%
EI
1839
Ellevest Inc
New York
$360K -$137 -2 -0%
HWM
1840
Hohimer Wealth Management
Washington
$360K – – –
IWA
1841
Integrity Wealth Advisors
California
$360K +$350K +5,123 New
FMTC
1842
Farmers & Merchants Trust Company
California
$359K -$341K -5,000 -49%
MCP
1843
Mirador Capital Partners
California
$359K +$60.4K +885 +21%
KFC
1844
Klingenstein Fields & Co
New York
$359K +$19K +278 +6%
WPP
1845
Whalerock Point Partners
Rhode Island
$359K – – –
WIM
1846
Warwick Investment Management
Texas
$359K +$2.59K +38 +0.7%
BWA
1847
Burt Wealth Advisors
Maryland
$358K -$1.09K -16 -0.3%
MAG
1848
Mokosak Advisory Group
Iowa
$358K +$1.5K +22 +0.4%
APG
1849
Abacus Planning Group
South Carolina
$356K +$68 +1 +0%
SAM
1850
Secure Asset Management
Michigan
$356K +$36.2K +530 +12%
72 73
74
75 76