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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1926
Financial Security Advisor
Virginia
$217K -$14.8K -261 -6%
OCM
1927
Osterweis Capital Management
California
$217K -$17K -300 -7%
SWIG
1928
Strategic Wealth Investment Group
Kentucky
$217K +$1.13K +20 +0.5%
AAP
1929
Arax Advisory Partners
Colorado
$217K +$19.3K +341 +10%
PBF
1930
Petix & Botte Financial
California
$216K – – –
TCWM
1931
Total Clarity Wealth Management
Illinois
$216K +$216K +3,826 New
TF
1932
Tompkins Financial
New York
$216K – – –
CCA
1933
Cottonwood Capital Advisors
Utah
$216K +$170 +3 +0.1%
TFM
1934
Trademark Financial Management
Minnesota
$215K +$216K +3,813 New
HIIFS
1935
Harel Insurance Investments & Financial Services
Israel
$215K -$53.1K -939 -20%
SXL
1936
Summit X LLC
Missouri
$214K -$279K -4,925 -58%
SP
1937
Stonebrook Private
Michigan
$214K +$214K +3,791 New
IWP
1938
Invenio Wealth Partners
Florida
$214K – – –
HWM
1939
HRC Wealth Management
Idaho
$213K +$735 +13 +0.3%
BC
1940
Brio Consultants
California
$213K – – –
BAM
1941
Blueshift Asset Management
New Jersey
$212K -$9.28K -164 -4%
BL
1942
Balentine LLC
Georgia
$212K – – –
BFWM
1943
Bright Futures Wealth Management
New York
$212K +$183K +3,243 New
HWMO
1944
Heritage Wealth Management (Ohio)
Ohio
$212K – – –
FA
1945
FDx Advisors
Illinois
$210K -$11.8K -209 -5%
TCM
1946
Traynor Capital Management
Pennsylvania
$210K +$210K +3,710 New
ZF
1947
Zhang Financial
Michigan
$209K +$1.64K +29 +0.8%
FCFC
1948
First Citizens Financial Corp
Iowa
$209K -$33.9K -599 -14%
ORAM
1949
One River Asset Management
Connecticut
$209K +$211K +3,736 New
CB
1950
Centennial Bank
Arkansas
$209K -$170 -3 -0.1%
76 77
78
79 80