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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1851
Encompass Wealth Advisors
Oregon
$235K -$48.3K -924 -19%
BLC
1852
Brown, Lisle/Cummings
Rhode Island
$235K -$5.23K -100 -2%
APG
1853
Abacus Planning Group
South Carolina
$235K +$212K +4,050 New
TFCP
1854
Twin Focus Capital Partners
Massachusetts
$235K +$212K +4,047 New
MSAM
1855
Moloney Securities Asset Management
Missouri
$234K -$35.5K -679 -14%
WFA
1856
West Financial Advisors
Iowa
$234K +$108K +2,059 +104%
CFC
1857
Coyle Financial Counsel
Illinois
$234K +$211K +4,038 New
ADL
1858
Asset Dedication LLC
California
$234K – – –
SAM
1859
SignalPoint Asset Management
Missouri
$234K +$211K +4,033 New
SW
1860
Solidarity Wealth
Utah
$233K +$210K +4,023 New
HWMG
1861
Hurlow Wealth Management Group
Indiana
$233K +$210K +4,017 New
UBV
1862
United Bank (Virginia)
Virginia
$232K +$209K +4,000 New
CB
1863
Centennial Bank
Arkansas
$231K -$30.7K -587 -13%
1CP
1864
17 Capital Partners
Arizona
$230K -$39.2K -750 -16%
EWM
1865
Executive Wealth Management
Michigan
$229K +$208K +3,981 New
HA
1866
HFG Advisors
Ohio
$229K -$20.8K -397 -9%
S
1867
Sachetta
Massachusetts
$229K – – –
HFP
1868
Holistic Financial Partners
Indiana
$229K +$207K +3,947 New
MRCM
1869
M&R Capital Management
New Jersey
$229K -$65.7K -1,255 -24%
RWP
1870
Revolve Wealth Partners
New Jersey
$229K +$206K +3,946 New
DFCM
1871
Dark Forest Capital Management
Puerto Rico
$227K +$205K +3,911 New
PCA
1872
Peddock Capital Advisors
Massachusetts
$226K +$204K +3,905 New
HC
1873
Hara Capital
Washington
$226K +$204K +3,895 New
SXL
1874
Summit X LLC
Missouri
$226K +$204K +3,891 New
FAG
1875
Financial Advisory Group
Texas
$225K +$203K +3,883 New
73 74
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