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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1901
Boston Financial Management
Massachusetts
$228K -$792 -14 -0.3%
SW
1902
Solidarity Wealth
Utah
$227K – – –
AC
1903
Addison Capital
Pennsylvania
$226K -$182K -3,219 -45%
NFP
1904
Narus Financial Partners
Utah
$226K -$114K -2,024 -34%
UBV
1905
United Bank (Virginia)
Virginia
$226K – – –
VSQM
1906
V-Square Quantitative Management
Illinois
$226K +$17.3K +305 +8%
MPW
1907
Monterey Private Wealth
California
$225K +$679 +12 +0.3%
TW
1908
Traveka Wealth
California
$225K +$16.7K +295 +8%
JSAM
1909
J. Safra Asset Management
New York
$224K +$35.9K +635 +19%
FPFS
1910
First Personal Financial Services
North Carolina
$223K +$1.19K +21 +0.5%
TW
1911
Towerpoint Wealth
California
$223K – – –
EFA
1912
Evernest Financial Advisors
Indiana
$223K -$2.43K -43 -1%
SAM
1913
SignalPoint Asset Management
Missouri
$222K – – –
WC
1914
Woodstock Corp
Massachusetts
$222K -$5.66K -100 -2%
TSWM
1915
Tyler-Stone Wealth Management
Ohio
$222K +$115K +2,025 +107%
1CP
1916
17 Capital Partners
Arizona
$221K – – –
XSC
1917
X-Square Capital
Puerto Rico
$221K +$679 +12 +0.3%
PCMN
1918
Paradigm Capital Management (Nevada)
Nevada
$221K +$221K +3,914 New
TPA
1919
Trivium Point Advisory
Connecticut
$221K +$171K +3,032 New
PCA
1920
Peddock Capital Advisors
Massachusetts
$221K – – –
WI
1921
Wedgewood Investors
Pennsylvania
$219K – – –
CAM
1922
Cozad Asset Management
Illinois
$219K – – –
FPF
1923
First Pacific Financial
Washington
$219K – – –
SIMG
1924
Sonora Investment Management Group
Arizona
$218K +$218K +3,863 New
DIP
1925
DT Investment Partners
Pennsylvania
$218K +$18.5K +327 +9%
75 76
77
78 79