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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1951
Asset Dedication LLC
California
$310K -$16.5K -220 -5%
ACP
1952
Aviance Capital Partners
Florida
$310K -$90.1K -1,200 -22%
PFA
1953
Professional Financial Advisors
Nebraska
$309K +$1.5K +20 +0.5%
AWM
1954
Ameliora Wealth Management
Switzerland
$308K -$53K -706 -14%
IA
1955
IFG Advisors
Missouri
$307K +$75 +1 +0%
CCIA
1956
Cherry Creek Investment Advisors
Colorado
$307K +$901 +12 +0.3%
WAM
1957
Weinberger Asset Management
California
$307K -$10.5K -140 -3%
TI
1958
tru Independence
Oregon
$306K +$22.6K +301 +8%
AWM
1959
Arista Wealth Management
Nevada
$306K – – –
SIG
1960
Sargent Investment Group
Maryland
$305K +$41.4K +551 +15%
VV
1961
Verity & Verity
South Carolina
$304K -$48.4K -645 -13%
FOA
1962
Five Oceans Advisors
California
$304K +$42.6K +567 +15%
PCH
1963
PGIM Custom Harvest
New Jersey
$303K +$10.7K +142 +3%
KFS
1964
Keynote Financial Services
Connecticut
$303K -$4.88K -65 -2%
CPC
1965
Consolidated Planning Corp
Georgia
$302K +$7.51K +100 +2%
SIA
1966
SGL Investment Advisors
Montana
$302K +$42.2K +562 +16%
RBC
1967
Romano Brothers & Co
Illinois
$302K – – –
PCA
1968
Prosperity Capital Advisors
Ohio
$301K +$36.2K +482 +13%
LFA
1969
Laraway Financial Advisors
Minnesota
$300K -$18.7K -249 -6%
SFC
1970
Strategic Financial Concepts
Texas
$300K +$313K +4,174 New
WMA
1971
West Michigan Advisors
Michigan
$299K -$12.7K -169 -4%
PWG
1972
Private Wealth Group
Florida
$299K +$4.36K +58 +1%
CAG
1973
Centerpoint Advisory Group
Kansas
$299K – – –
FA
1974
Fountainhead AM
New Jersey
$299K +$55K +733 +21%
TPA
1975
Trivium Point Advisory
Connecticut
$298K +$43.8K +584 +16%
77 78
79
80 81