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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1951
Vista Capital Partners
Oregon
$302K +$4.44K +65 +2%
SC
1952
Scratch Capital
Idaho
$302K +$294K +4,299 New
BWAM
1953
Boyd Watterson Asset Management
Ohio
$301K – – –
BWP
1954
Balboa Wealth Partners
Arizona
$301K +$293K +4,290 New
KFS
1955
Keynote Financial Services
Connecticut
$301K – – –
MA
1956
MJP Associates
Connecticut
$301K +$292K +4,281 New
PFA
1957
Professional Financial Advisors
Nebraska
$301K +$1.43K +21 +0.5%
IA
1958
IFG Advisors
Missouri
$301K +$68 +1 +0%
CCIA
1959
Cherry Creek Investment Advisors
Colorado
$299K +$819 +12 +0.3%
AWM
1960
Arista Wealth Management
Nevada
$299K – – –
ACA
1961
Affinity Capital Advisors
California
$298K -$18.6K -273 -6%
CWP
1962
Core Wealth Partners
California
$298K +$289K +4,237 New
WA
1963
WealthTrust Axiom
Pennsylvania
$298K – – –
FAB
1964
First American Bank
Illinois
$297K -$48.9K -716 -14%
GWMR
1965
GC Wealth Management RIA
Massachusetts
$297K -$751 -11 -0.3%
CWM
1966
CarsonAllaria Wealth Management
Illinois
$297K -$51.7K -757 -15%
PWM
1967
Power Wealth Management
Georgia
$297K – – –
EIP
1968
Ellis Investment Partners
Pennsylvania
$296K +$137 +2 +0%
RBC
1969
Romano Brothers & Co
Illinois
$295K -$6.83K -100 -2%
NCTC
1970
New Covenant Trust Company
Indiana
$293K -$9.49K -139 -3%
CWM
1971
Concentrum Wealth Management
California
$293K +$2.32K +34 +0.8%
NFG
1972
Nations Financial Group
Iowa
$292K +$3K +44 +1%
CAG
1973
Centerpoint Advisory Group
Kansas
$292K +$284K +4,159 New
GWM
1974
GK Wealth Management
Nevada
$292K +$284K +4,154 New
AMBIA
1975
Allen Mooney & Barnes Investment Advisors
Georgia
$291K -$1.91K -28 -0.7%
77 78
79
80 81