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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1901
GK Wealth Management
Nevada
$440K +$428K +5,323 New
LRIA
1902
Leonard Rickey Investment Advisors
Washington
$439K -$35.9K -447 -8%
OAS
1903
Optivise Advisory Services
Tennessee
$439K +$46.4K +577 +12%
BFA
1904
Brown Financial Advisors
Ohio
$437K +$7.88K +98 +2%
OWM
1905
OneAscent Wealth Management
Alabama
$436K -$162K -2,020 -28%
MSA
1906
Marino Stram & Associates
Massachusetts
$435K +$4.42K +55 +1%
CIAS
1907
CFS Investment Advisory Services
New Jersey
$435K +$149K +1,848 +57%
DM
1908
Diversified Management
Wisconsin
$434K -$1.01M -12,521 -70%
FRM
1909
Fox Run Management
Connecticut
$433K -$923K -11,485 -69%
USWIA
1910
UP Strategic Wealth Investment Advisors
Pennsylvania
$432K – – –
UWM
1911
Urban Wealth Management
California
$432K – – –
VW
1912
Vantus Wealth
Pennsylvania
$432K +$420K +5,228 New
RA
1913
Riversedge Advisors
Delaware
$431K +$419K +5,219 New
CIEC
1914
Crédit Industriel et Commercial
France
$431K -$258K -3,214 -38%
MPCG
1915
Matrix Private Capital Group
New York
$430K – – –
FCA
1916
Fortis Capital Advisors
Kansas
$430K +$418K +5,198 New
TA
1917
Tactive Advisors
Florida
$429K -$175K -2,177 -30%
NWM
1918
Northcape Wealth Management
New York
$428K +$95.2K +1,185 +30%
SMC
1919
Smith, Moore & Co
Missouri
$427K – – –
UF
1920
Univest Financial
Pennsylvania
$427K +$8.2K +102 +2%
DDC
1921
DF Dent & Co
Maryland
$426K – – –
IIA
1922
Integral Investment Advisors
California
$426K – – –
KF
1923
Kelsey Financial
California
$426K – – –
CTI
1924
Community Trust & Investment
Kentucky
$424K -$14.5K -181 -3%
FFG
1925
Fortem Financial Group
California
$424K -$8.28K -103 -2%
75 76
77
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