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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1951
Freemont Management
Switzerland
$369K -$2.65M -32,700 -88%
KLWA
1952
Kelly Lawrence W & Associates
California
$369K – – –
IP
1953
Ignite Planners
California
$369K +$2.68K +33 +0.8%
WAM
1954
Weinberger Asset Management
California
$369K +$14.4K +178 +4%
SAM
1955
Strategy Asset Managers
California
$366K -$10.2K -126 -3%
ICP
1956
Impact Capital Partners
Colorado
$364K +$3.97K +49 +1%
PFA
1957
Professional Financial Advisors
Nebraska
$364K +$1.78K +22 +0.5%
LG
1958
Leuthold Group
Minnesota
$363K – – –
PWM
1959
Power Wealth Management
Georgia
$363K +$23.8K +294 +7%
GJWM
1960
Gilliland Jeter Wealth Management
Arkansas
$362K – – –
SF
1961
Symphony Financial
Texas
$361K -$55.5K -685 -14%
OCM
1962
Osterweis Capital Management
California
$361K -$12.2K -150 -3%
BI
1963
Ballast Inc
Kentucky
$360K – – –
AWM
1964
Ameliora Wealth Management
Switzerland
$360K – – –
AT
1965
American Trust
Kentucky
$360K +$116K +1,430 +50%
LPFG
1966
Landing Point Financial Group
Ohio
$359K +$347K +4,283 New
MHR
1967
Matthew Hamilton Rosenberg
$359K – – –
CCIA
1968
Cherry Creek Investment Advisors
Colorado
$358K +$81 +1 +0%
BFA
1969
Bill Few Associates
Pennsylvania
$357K -$12.7K -156 -4%
RBC
1970
Romano Brothers & Co
Illinois
$357K +$4.87K +60 +1%
TW
1971
Towerpoint Wealth
California
$356K +$24.6K +303 +8%
GF
1972
Gries Financial
Ohio
$355K +$134K +1,649 +64%
CWM
1973
Chesapeake Wealth Management
Virginia
$355K – – –
LWL
1974
Leo Wealth LLC
Texas
$355K -$138K -1,702 -29%
CPC
1975
Consolidated Planning Corp
Georgia
$355K +$1.46K +18 +0.4%
77 78
79
80 81