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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1951
Outlook Wealth Advisors
Texas
$208K +$2.21K +39 +1%
AF
1952
Affiance Financial
Minnesota
$208K – – –
FMN
1953
Financial Management Network
California
$208K +$3.73K +66 +2%
NCM
1954
Novare Capital Management
North Carolina
$207K +$622 +11 +0.3%
CWA
1955
Centennial Wealth Advisory
Michigan
$207K +$207K +3,659 New
PSP
1956
Principal Street Partners
Tennessee
$207K – – –
SWM
1957
Seed Wealth Management
Illinois
$206K – – –
BFO
1958
Boston Family Office
Massachusetts
$205K -$4.24K -75 -2%
S
1959
Sunpointe
Missouri
$204K +$204K +3,608 New
EWM
1960
Endowment Wealth Management
Wisconsin
$203K -$3.73K -66 -2%
FHA
1961
Flagship Harbor Advisors
Massachusetts
$203K +$204K +3,599 New
KWM
1962
Keebeck Wealth Management
Illinois
$203K +$3K +53 +2%
MCWA
1963
Meadow Creek Wealth Advisors
Georgia
$202K +$202K +3,567 New
EWS
1964
Eagle Wealth Strategies
New Jersey
$201K -$7.3K -129 -4%
BMCM
1965
Bryn Mawr Capital Management
Pennsylvania
$201K -$6.79K -120 -3%
SL
1966
Sentinus LLC
Illinois
$201K +$201K +3,552 New
WG
1967
Wealth Group
North Carolina
$200K -$39.4K -697 -16%
PCG
1968
PFC Capital Group
California
$200K +$201K +3,550 New
UCB
1969
United Community Bank
South Carolina
$200K -$26K -460 -12%
HFS
1970
Hantz Financial Services
Michigan
$198K -$5.2K -92 -3%
TSMHT
1971
Thurston Springer Miller Herd & Titak
Indiana
$197K +$113K +2,000 +134%
CTWM
1972
Cherry Tree Wealth Management
Minnesota
$195K – – –
CSB
1973
City State Bank
Iowa
$191K – – –
LJHT
1974
Laurie J. Hall Trustee
$189K – – –
BSB
1975
Bangor Savings Bank
Maine
$188K -$1.02K -18 -0.5%
77 78
79
80 81