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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1926
Heritage Wealth Management (Ohio)
Ohio
$223K +$221K +3,745 New
BL
1927
Balentine LLC
Georgia
$223K -$1.19M -20,099 -84%
WP
1928
WMS Partners
Maryland
$223K +$222K +3,753 New
RA
1929
Rise Advisors
New York
$222K +$1.3K +22 +0.6%
OR
1930
Olympiad Research
Connecticut
$222K +$220K +3,732 New
BFO
1931
Boston Family Office
Massachusetts
$220K – – –
VFPI
1932
Vantage Financial Partners (Illinois)
Illinois
$220K – – –
CB
1933
Centennial Bank
Arkansas
$219K -$17.4K -295 -7%
VSQM
1934
V-Square Quantitative Management
Illinois
$219K -$803K -13,607 -79%
HBW
1935
Hazlett, Burt & Watson
West Virginia
$219K – – –
EWS
1936
Eagle Wealth Strategies
New Jersey
$219K -$1.71K -29 -0.8%
AF
1937
Affiance Financial
Minnesota
$219K – – –
TW
1938
Traveka Wealth
California
$219K +$59 +1 +0%
BMCM
1939
Bryn Mawr Capital Management
Pennsylvania
$218K – – –
ZF
1940
Zhang Financial
Michigan
$218K +$217K +3,674 New
EWM
1941
Endowment Wealth Management
Wisconsin
$218K +$3.9K +66 +2%
SFO
1942
Stokes Family Office
Louisiana
$217K +$216K +3,654 New
OWA
1943
Outlook Wealth Advisors
Texas
$217K +$413 +7 +0.2%
NCM
1944
Novare Capital Management
North Carolina
$217K +$215K +3,649 New
SWM
1945
Seed Wealth Management
Illinois
$216K – – –
FFA
1946
Florida Financial Advisors
Florida
$215K +$214K +3,621 New
HFS
1947
Hantz Financial Services
Michigan
$214K -$3.13K -53 -1%
FMN
1948
Financial Management Network
California
$213K -$8.8K -149 -4%
CC
1949
Copperleaf Capital
North Carolina
$213K -$11.3K -191 -5%
FAT
1950
First American Trust
California
$212K +$211K +3,568 New
76 77
78
79 80