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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1926
J. Safra Sarasin Holding
$323K +$66.5K +886 +25%
CAS
1927
CTC Alternative Strategies
Illinois
$323K +$338K +4,500 New
BFA
1928
Bill Few Associates
Pennsylvania
$322K – – –
BHWM
1929
Bar Harbor Wealth Management
New Hampshire
$322K -$6.08K -81 -2%
CS
1930
Capital Square
Tennessee
$321K – – –
SEP
1931
Southland Equity Partners
Missouri
$320K +$9.98K +133 +3%
AAP
1932
Arax Advisory Partners
Colorado
$320K -$71.4K -951 -18%
BMCM
1933
Bryn Mawr Capital Management
Pennsylvania
$320K +$44.9K +598 +16%
JWWM
1934
Johnson & White Wealth Management
Pennsylvania
$319K +$75 +1 +0%
EA
1935
Evolution Advisers
Virginia
$318K -$27.8K -370 -8%
FAB
1936
First American Bank
Illinois
$317K +$14K +187 +4%
IWA
1937
Integrity Wealth Advisors
California
$317K -$53.5K -713 -14%
KLWA
1938
Kelly Lawrence W & Associates
California
$316K – – –
PC
1939
Prairiewood Capital
North Dakota
$316K – – –
IP
1940
Ignite Planners
California
$316K +$61.3K +816 +23%
CC
1941
Centiva Capital
New York
$315K -$526K -7,010 -61%
MWM
1942
Maripau Wealth Management
Indiana
$315K -$3.53K -47 -1%
TVM
1943
True Vision MN
Minnesota
$315K +$329K +4,387 New
GWMR
1944
GC Wealth Management RIA
Massachusetts
$315K +$11.4K +152 +4%
VDI
1945
Vaughan David Investments
Illinois
$314K +$25.2K +336 +8%
CM
1946
Capula Management
Cayman Islands
$314K +$214K +2,850 +188%
TSWM
1947
Tyler-Stone Wealth Management
Ohio
$313K +$20.4K +272 +7%
IC
1948
Inscription Capital
Texas
$312K +$405K +5,390 New
CWM
1949
Chesapeake Wealth Management
Virginia
$312K – – –
NCM
1950
Novare Capital Management
North Carolina
$311K +$70K +933 +27%
76 77
78
79 80