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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1926
Sound Income Strategies
Florida
$27K +$5.71K +100 +24%
CFN
1927
Cordasco Financial Network
Florida
$26K – – –
VIA
1928
Vantage Investment Advisors
Pennsylvania
$26K +$18.9K +331 +66%
RAM
1929
Riggs Asset Management
Pennsylvania
$25K – – –
RBC
1930
Roble Belko & Company
Pennsylvania
$25K – – –
ECM
1931
Exchange Capital Management
Michigan
$25K +$12.8K +225 +87%
CWSR
1932
Chessman Wealth Strategies RIA
Texas
$24K +$25.7K +450 New
FFW
1933
Fusion Family Wealth
New York
$23K – – –
TCM
1934
TD Capital Management
Tennessee
$23K – – –
OWA
1935
One Wealth Advisors
California
$23K +$3.88K +68 +18%
HDIM
1936
Hanson & Doremus Investment Management
Vermont
$21K -$2K -35 -8%
BL
1937
Balentine LLC
Georgia
$21K +$10.2K +179 +83%
DOA
1938
D'Orazio & Associates
Virginia
$20K +$114 +2 +0.5%
WAM
1939
Watermark Asset Management
California
$19K -$5.71K -100 -22%
RWM
1940
Raffa Wealth Management
District of Columbia
$17.8K – – –
BBA
1941
Braun-Bostich & Associates
Pennsylvania
$15K – – –
CAL
1942
Capital Advisors Ltd
Ohio
$15K – – –
CBT
1943
Central Bank & Trust
Kentucky
$15K – – –
GWA
1944
Guidant Wealth Advisors
Illinois
$14K – – –
MFT
1945
Moisand Fitzgerald Tamayo
Florida
$14K – – –
BAMG
1946
Brand Asset Management Group
Missouri
$13K – – –
KL
1947
KWMG LLC
Kansas
$13K – – –
OFS
1948
Orrstown Financial Services
Pennsylvania
$12K -$13K -228 -50%
HWM
1949
Holloway Wealth Management
Florida
$12K – – –
BCM
1950
Brasada Capital Management
Texas
$11K -$16.6K -290 -58%
76 77
78
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