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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1851
Quantum Financial Advisors
California
$359K +$450 +6 +0.1%
SHGA
1852
Sand Hill Global Advisors
California
$358K -$91.1K -1,214 -20%
BBW
1853
Blue Barn Wealth
Utah
$358K -$5.03K -67 -1%
WA
1854
WealthTrust Axiom
Pennsylvania
$358K +$56.3K +750 +18%
NFP
1855
Narus Financial Partners
Utah
$358K +$16K +213 +4%
WAM
1856
Walker Asset Management
Missouri
$358K +$1.73K +23 +0.5%
MFA
1857
Mayflower Financial Advisors
Massachusetts
$357K -$38.5K -513 -9%
KWM
1858
Keebeck Wealth Management
Illinois
$356K +$36.3K +483 +11%
FCMT
1859
Founders Capital Management (Texas)
Texas
$355K – – –
CD
1860
Chapin Davis
Maryland
$355K -$7.66K -102 -2%
FAM
1861
Formidable Asset Management
Ohio
$354K -$14.9K -198 -4%
CBT
1862
CoreFirst Bank & Trust
Kansas
$354K – – –
KOC
1863
Koss-Olinger Consulting
Florida
$353K -$2.3M -30,618 -86%
CCM
1864
Check Capital Management
California
$353K – – –
SFC
1865
SYM Financial Corp
Indiana
$352K +$23.4K +311 +7%
UWPG
1866
Ullmann Wealth Partners Group
Florida
$352K -$38.4K -512 -9%
SGCA
1867
Steel Grove Capital Advisors
Tennessee
$351K – – –
4WM
1868
49 Wealth Management
Texas
$350K +$81K +1,079 +28%
PMFA
1869
Plante Moran Financial Advisors
Michigan
$349K -$12.8K -171 -3%
YDMI
1870
Y.D. More Investments
Israel
$349K +$33.7K +449 +10%
IA
1871
Inspire Advisors
Idaho
$349K +$300 +4 +0.1%
BDF
1872
Black Diamond Financial
Maryland
$349K +$3.15K +42 +0.9%
KNW
1873
Kesler Norman & Wride
Utah
$349K -$53.2K -708 -13%
SIC
1874
Samalin Investment Counsel
New York
$348K +$26.6K +354 +8%
JWM
1875
Jacksonville Wealth Management
Florida
$348K +$364K +4,850 New
73 74
75
76 77