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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1876
Accelerate Investment Advisors
California
$348K +$150 +2 +0%
MWM
1877
MinichMacGregor Wealth Management
New York
$348K – – –
SP
1878
Successful Portfolios
Florida
$348K -$1.8K -24 -0.5%
BFP
1879
Brewster Financial Planning
New York
$346K +$1.65K +22 +0.5%
EFL
1880
ERn Financial LLC
Wisconsin
$346K -$5.03K -67 -1%
GA
1881
GFS Advisors
Texas
$345K -$10.2K -136 -3%
CCB
1882
Cutter & Co Brokerage
Missouri
$345K -$4.8K -64 -1%
S
1883
Sachetta
Massachusetts
$344K -$1.88K -25 -0.5%
LWL
1884
Leo Wealth LLC
Texas
$344K +$3.45K +46 +1%
SL
1885
Sentinus LLC
Illinois
$344K +$32.6K +434 +10%
DWM
1886
Destination Wealth Management
California
$344K -$311K -4,145 -46%
TW
1887
Traveka Wealth
California
$343K -$8.56K -114 -2%
AIM
1888
Avity Investment Management
Connecticut
$343K +$93.8K +1,250 +35%
NWWA
1889
New Wave Wealth Advisors
Arkansas
$342K -$147K -1,953 -29%
PVI
1890
Pine Valley Investments
New Jersey
$342K -$31.8K -424 -8%
HKIM
1891
Hayek Kallen Investment Management
Alabama
$342K – – –
GAM
1892
Gould Asset Management
California
$342K – – –
RWP
1893
Revolve Wealth Partners
New Jersey
$341K +$27.1K +361 +8%
BMWS
1894
Brady Martz Wealth Solutions
North Dakota
$340K +$901 +12 +0.3%
ORC
1895
O'Rourke & Company
Massachusetts
$339K +$225 +3 +0.1%
OHWA
1896
Oak Hill Wealth Advisors
Virginia
$339K – – –
HIS
1897
Harvest Investment Services
Illinois
$338K -$3K -40 -0.8%
LG
1898
Leuthold Group
Minnesota
$338K -$15.2K -202 -4%
NED
1899
Nancy E. Dempze
$337K -$45.2K -602 -11%
BWG
1900
Beta Wealth Group
California
$337K +$353K +4,700 New
74 75
76
77 78