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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1926
Allegheny Financial Group
Pennsylvania
$424K -$13.8K -172 -3%
WETS
1927
Wealth Enhancement Trust Services
South Dakota
$423K +$30.1K +374 +8%
IWAO
1928
Independence Wealth Advisors (Ohio)
Ohio
$423K +$46K +573 +13%
TF
1929
Trek Financial
Arizona
$423K +$884 +11 +0.2%
BBPWM
1930
Blue Bell Private Wealth Management
Pennsylvania
$422K – – –
NPA
1931
Nichols & Pratt Advisers
Massachusetts
$421K -$32.1K -400 -7%
AA
1932
Ahara Advisors
New Jersey
$421K +$1.85K +23 +0.5%
BHIA
1933
Birch Hill Investment Advisors
Massachusetts
$420K – – –
FC
1934
Fusion Capital
South Carolina
$419K -$1.29K -16 -0.3%
RP
1935
Raelipskie Partnership
Ontario, Canada
$419K – – –
NWWA
1936
New Wave Wealth Advisors
Arkansas
$419K +$105K +1,308 +35%
TC
1937
TwinBeech Capital
New York
$418K -$257K -3,202 -39%
NFC
1938
Northstar Financial Companies
Pennsylvania
$418K – – –
ACS
1939
Archford Capital Strategies
Illinois
$418K -$594K -7,390 -59%
PFW
1940
Petros Family Wealth
Minnesota
$416K -$25.4K -316 -6%
LWM
1941
Lakeridge Wealth Management
Ohio
$415K -$11.7K -146 -3%
SF
1942
Symphony Financial
Texas
$413K +$118K +1,465 +42%
FCMC
1943
Founders Capital Management (Connecticut)
Connecticut
$413K – – –
MJP
1944
Michael J. Puzo
$413K – – –
SRC
1945
Shufro Rose & Co
New York
$413K – – –
HFBOT
1946
Home Federal Bank of Tennessee
Tennessee
$413K +$191K +2,375 +90%
GWP
1947
Gateway Wealth Partners
Wisconsin
$413K -$736K -9,158 -65%
RL
1948
Ruffer LLP
United Kingdom
$413K – – –
CIA
1949
Caerus Investment Advisors
Texas
$413K +$401K +4,993 New
QFA
1950
Quantum Financial Advisors
California
$412K -$35.4K -441 -8%
76 77
78
79 80