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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1926
Pittenger & Anderson Inc
Nebraska
$16K – – –
TVWM
1927
Tower View Wealth Management
Wisconsin
$16K – – –
T2I
1928
Turim 21 Investimentos
Brazil
$16K – – –
CFFP
1929
Center for Financial Planning
Michigan
$15K -$307 -7 -2%
TFP
1930
Tilia Fiduciary Partners
North Carolina
$15K – – –
AIP
1931
Ahrens Investment Partners
Louisiana
$15K +$44 +1 +0.3%
HF
1932
Halpern Financial
Virginia
$14.4K – – –
RWM
1933
Raffa Wealth Management
District of Columbia
$14.3K – – –
MS
1934
Mizuho Securities
Japan
$14K -$41.7K -951 -77%
MIM
1935
Meridiem Investment Management
United Kingdom
$14K – – –
NOI
1936
Newton One Investments
Delaware
$14K – – –
SCA
1937
Stuart Chaussee & Associates
California
$14K – – –
TCWM
1938
Total Clarity Wealth Management
Illinois
$14K +$15.3K +349 New
SC
1939
Stephens Consulting
Michigan
$13.9K – – –
AFIA
1940
America First Investment Advisors
Nebraska
$13K – – –
TWP
1941
TFO Wealth Partners
Ohio
$13K +$14.6K +332 New
PP
1942
PFS Partners
New Jersey
$12.2K – – –
TFM
1943
TFC Financial Management
Massachusetts
$12K – – –
SIAP
1944
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K +$88 +2 +0.7%
COCM
1945
Charter Oak Capital Management
New Hampshire
$11K – – –
CWM
1946
Cedar Wealth Management
California
$10K – – –
NF
1947
Norwood Financial
Pennsylvania
$10K – – –
CMP
1948
Coston McIsaac & Partners
Maine
$10K +$11.2K +255 New
HFS
1949
Heritage Financial Services
Massachusetts
$10K +$11.7K +266 New
BHWM
1950
Beaird Harris Wealth Management
Texas
$9K -$19.6K -446 -66%
76 77
78
79 80