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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1876
Destination Wealth Management
California
$411K +$49.7K +613 +14%
GSWM
1877
Golden State Wealth Management
California
$411K -$7.7K -95 -2%
4WM
1878
49 Wealth Management
Texas
$411K -$243 -3 -0.1%
KFC
1879
Klingenstein Fields & Co
New York
$411K -$1.62K -20 -0.4%
BCM
1880
Buckhead Capital Management
Georgia
$410K +$18.7K +231 +5%
HIS
1881
Harvest Investment Services
Illinois
$409K +$324 +4 +0.1%
PVI
1882
Pine Valley Investments
New Jersey
$409K +$9.16K +113 +2%
AFA
1883
AA Financial Advisors
Ohio
$408K -$2.03K -25 -0.5%
BPAMU
1884
BTG Pactual Asset Management US
New York
$408K +$395K +4,872 New
BFP
1885
Brewster Financial Planning
New York
$408K +$1.86K +23 +0.5%
MWM
1886
MinichMacGregor Wealth Management
New York
$407K +$892 +11 +0.2%
JWM
1887
Jacksonville Wealth Management
Florida
$407K – – –
S
1888
Sachetta
Massachusetts
$406K -$4.38K -54 -1%
BDF
1889
Black Diamond Financial
Maryland
$405K +$171K +2,109 +77%
KWM
1890
KFG Wealth Management
Indiana
$405K +$57.4K +708 +17%
SL
1891
Sentinus LLC
Illinois
$405K -$15.3K -189 -4%
FWTB
1892
First Western Trust Bank
Colorado
$405K +$16.5K +204 +4%
GA
1893
GFS Advisors
Texas
$403K – – –
KFP
1894
Kerr Financial Planning
California
$403K +$386K +4,763 New
TWA
1895
Talisman Wealth Advisors
New Jersey
$403K +$2.6K +32 +0.7%
GITFIT
1896
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$402K – – –
FHC
1897
First Heartland Consultants
Missouri
$402K -$31.9K -393 -8%
GCA
1898
Gradient Capital Advisors
California
$400K +$4.14K +51 +1%
HNWAG
1899
High Net Worth Advisory Group
Florida
$399K +$5.11K +63 +1%
OHWA
1900
Oak Hill Wealth Advisors
Virginia
$399K – – –
74 75
76
77 78