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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
1926
LeJeune Puetz Investment Counsel
Michigan
$175K – – –
BEAM
1927
Baker Ellis Asset Management
Washington
$170K -$424K -8,100 -72%
RP
1928
Rowlandmiller & Partners
Georgia
$167K -$210 -4 -0.1%
BFC
1929
Bedel Financial Consulting
Indiana
$165K – – –
CA
1930
Centerpoint Advisors
Massachusetts
$165K – – –
CII
1931
Capital International Inc
California
$163K -$3.82K -73 -2%
RA
1932
Rational Advisors
New York
$160K -$96.7K -1,847 -38%
SWM
1933
Sugarloaf Wealth Management
Georgia
$159K +$150K +2,867 New
BWL
1934
Bogart Wealth LLC
Virginia
$156K -$1.99K -38 -1%
BCI
1935
Brinker Capital Investments
Pennsylvania
$155K -$890 -17 -0.6%
CAC
1936
Certified Advisory Corp
Florida
$153K +$5.6K +107 +4%
WB
1937
West Bancorporation
Iowa
$153K +$149K +2,853 New
IF
1938
Ironwood Financial
Arizona
$151K -$12K -230 -8%
TIM
1939
Tikehau Investment Management
France
$149K -$9.78M -186,792 -40%
PFGIA
1940
Patriot Financial Group Insurance Agency
Massachusetts
$144K +$6.02K +115 +4%
CAL
1941
Capital Analysts LLC
Pennsylvania
$144K +$92.5K +1,767 +193%
FCM
1942
Firestone Capital Management
Florida
$144K +$140K +2,675 New
FP
1943
Financial Perspectives
Minnesota
$144K +$140K +2,668 New
TCM
1944
Tradewinds Capital Management
Washington
$143K +$314 +6 +0.2%
KWM
1945
Keebeck Wealth Management
Illinois
$143K +$140K +2,675 New
RWM
1946
Raffa Wealth Management
District of Columbia
$143K +$93.5K +1,785 +206%
WAS
1947
Winch Advisory Services
Wisconsin
$141K -$9.48K -181 -6%
LD
1948
Lipe & Dalton
New York
$137K -$7.86K -150 -6%
DOA
1949
D'Orazio & Associates
Virginia
$137K +$157 +3 +0.1%
PP
1950
Pacifica Partners
Canada
$135K +$132K +2,513 New
76 77
78
79 80