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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1876
Argyle Capital Partners
California
$343K +$333K +4,884 New
SGCA
1877
Steel Grove Capital Advisors
Tennessee
$343K – – –
EFL
1878
ERn Financial LLC
Wisconsin
$343K -$172K -2,514 -34%
VV
1879
Verity & Verity
South Carolina
$342K – – –
SP
1880
Successful Portfolios
Florida
$342K -$3.35K -49 -1%
CCB
1881
Cutter & Co Brokerage
Missouri
$342K -$7.3K -107 -2%
IA
1882
Inspire Advisors
Idaho
$341K -$29.7K -435 -8%
HA
1883
HC Advisors
Georgia
$341K +$44.7K +655 +16%
AIA
1884
Accelerate Investment Advisors
California
$340K +$46.1K +675 +16%
MWM
1885
MinichMacGregor Wealth Management
New York
$340K +$46.2K +677 +16%
BWM
1886
Baron Wealth Management
Michigan
$340K +$37.3K +547 +13%
S
1887
Sachetta
Massachusetts
$338K -$1.16K -17 -0.4%
BDF
1888
Black Diamond Financial
Maryland
$338K +$10.3K +151 +3%
BFP
1889
Brewster Financial Planning
New York
$337K +$328K +4,804 New
ABLA
1890
Alan B. Lancz & Associates
Ohio
$337K – – –
UWM
1891
United Wealth Management
Virginia
$337K +$328K +4,798 New
EA
1892
Evolution Advisers
Virginia
$337K -$132K -1,935 -29%
BMWS
1893
Brady Martz Wealth Solutions
North Dakota
$336K +$323K +4,724 New
FWTB
1894
First Western Trust Bank
Colorado
$336K +$7.99K +117 +3%
MPW
1895
Monterey Private Wealth
California
$335K +$54.3K +795 +20%
NFP
1896
Narus Financial Partners
Utah
$335K +$52.8K +773 +19%
SF
1897
Slagle Financial
Illinois
$335K -$55.8K -818 -15%
CWA
1898
Cornerstone Wealth Advisors
Minnesota
$334K – – –
S
1899
Sunpointe
Missouri
$334K +$78.5K +1,150 +32%
VC
1900
Vicus Capital
Pennsylvania
$334K -$9.22K -135 -3%
74 75
76
77 78