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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1926
Keebeck Wealth Management
Illinois
$314K +$60.5K +886 +25%
TWA
1927
TCI Wealth Advisors
Arizona
$312K -$26.8K -393 -8%
EL
1928
EWA LLC
Pennsylvania
$312K +$2.66K +39 +0.9%
PCMC
1929
Private Capital Management (Colorado)
Colorado
$312K -$261K -3,821 -46%
GKIM
1930
GW&K Investment Management
Massachusetts
$312K -$9.49K -139 -3%
JWWM
1931
Johnson & White Wealth Management
Pennsylvania
$312K +$304K +4,449 New
MW
1932
MBL Wealth
North Carolina
$312K -$17.6K -258 -5%
MWM
1933
Maripau Wealth Management
Indiana
$311K +$303K +4,435 New
CSPIA
1934
Cary Street Partners Investment Advisory
Virginia
$311K -$756K -11,067 -71%
LFA
1935
Laraway Financial Advisors
Minnesota
$311K +$68 +1 +0%
AP
1936
Atwood & Palmer
Missouri
$311K -$102K -1,500 -25%
SI
1937
Seeds Investor
New York
$311K -$2.05K -30 -0.7%
MSAM
1938
Moloney Securities Asset Management
Missouri
$311K +$302K +4,423 New
YDMI
1939
Y.D. More Investments
Israel
$310K +$147K +2,152 +95%
WAM
1940
Weinberger Asset Management
California
$310K -$74.5K -1,091 -20%
KLWA
1941
Kelly Lawrence W & Associates
California
$309K – – –
PC
1942
Prairiewood Capital
North Dakota
$309K – – –
RWP
1943
Revolve Wealth Partners
New Jersey
$308K -$68 -1 -0%
SL
1944
Sentinus LLC
Illinois
$306K +$54.6K +800 +23%
CPA
1945
Capital Performance Advisors
California
$305K +$176K +2,582 +146%
CWM
1946
Chesapeake Wealth Management
Virginia
$305K +$5.05K +74 +2%
WMA
1947
West Michigan Advisors
Michigan
$305K +$296K +4,339 New
SEP
1948
Southland Equity Partners
Missouri
$304K +$410 +6 +0.1%
COFSG
1949
Carbahal Olsen Financial Services Group
California
$303K +$295K +4,320 New
LCS
1950
Levin Capital Strategies
New York
$302K – – –
76 77
78
79 80