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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1926
Ellis Investment Partners
Pennsylvania
$63K – – –
HWA
1927
Heritage Wealth Advisors
Virginia
$63K – – –
AWM
1928
Accel Wealth Management
Iowa
$63K +$12.1K +245 +23%
HNWA
1929
Henrickson Nauta Wealth Advisors
Michigan
$63K +$57.9K +1,176 New
LWP
1930
Lumature Wealth Partners
Georgia
$62K – – –
JMF
1931
Johnson Midwest Financial
Iowa
$62K +$246 +5 +0.4%
CWM
1932
Cranbrook Wealth Management
Michigan
$61K – – –
KFI
1933
Key Financial Inc
Pennsylvania
$61K – – –
RA
1934
Rise Advisors
New York
$60.6K +$62.2K +1,263 New
SIC
1935
SJS Investment Consulting
Ohio
$60K +$61.3K +1,246 New
KPCM
1936
Kings Point Capital Management
New York
$59K +$23.1K +470 +61%
CA
1937
Crewe Advisors
Utah
$58K +$59.1K +1,200 New
DWA
1938
Dougherty Wealth Advisers
Minnesota
$57K -$6.06K -123 -9%
ME
1939
McIlrath & Eck
Washington
$57K -$935 -19 -2%
HNWAG
1940
High Net Worth Advisory Group
Florida
$57K +$58.3K +1,185 New
IAIM
1941
Industrial Alliance Investment Management
Quebec, Canada
$56K +$57.2K +1,161 New
TAIM
1942
TD Ameritrade Investment Management
Nebraska
$55K +$5.96K +121 +12%
QC
1943
Quent Capital
New York
$55K +$56.9K +1,156 New
MWC
1944
MBM Wealth Consultants
Missouri
$53K – – –
NC
1945
NewSquare Capital
Pennsylvania
$53K – – –
BAM
1946
Byrne Asset Management
New Jersey
$53K +$54.2K +1,100 New
BIA
1947
Bell Investment Advisors
California
$51K +$13.7K +278 +35%
TIM
1948
Tevis Investment Management
Texas
$50K +$52K +1,057 New
MS
1949
Mizuho Securities
Japan
$49K +$35.9K +729 +256%
ADL
1950
Asset Dedication LLC
California
$48K -$37K -752 -44%
76 77
78
79 80