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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
1951
Brewster Financial Planning
New York
$456K +$1.91K +22 +0.5%
SIC
1952
Samalin Investment Counsel
New York
$455K -$6.25K -72 -1%
SGCA
1953
Steel Grove Capital Advisors
Tennessee
$455K – – –
JWM
1954
Jacksonville Wealth Management
Florida
$452K – – –
HCA
1955
Heck Capital Advisors
Wisconsin
$451K +$420K +4,839 New
TI
1956
tru Independence
Oregon
$451K +$69.5K +801 +20%
IP
1957
Ignite Planners
California
$450K +$50.3K +579 +13%
GA
1958
GFS Advisors
Texas
$448K – – –
BDF
1959
Black Diamond Financial
Maryland
$448K -$2.34K -27 -0.6%
GITFIT
1960
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$447K – – –
DCM
1961
Donaldson Capital Management
Indiana
$447K +$183K +2,105 +78%
RWP
1962
Revolve Wealth Partners
New Jersey
$447K +$6.16K +71 +2%
SAM
1963
Strategy Asset Managers
California
$446K +$36.3K +418 +10%
SP
1964
Stonebrook Private
Michigan
$444K +$22.2K +256 +6%
RWA
1965
Roberts Wealth Advisors
California
$443K +$413K +4,756 New
MCCA
1966
Mill Creek Capital Advisors
Pennsylvania
$443K +$73.3K +844 +22%
GSWM
1967
Golden State Wealth Management
California
$442K -$13.4K -154 -3%
ALA
1968
Atlas Legacy Advisors
California
$442K +$16.4K +189 +4%
SIAG
1969
Safeguard Investment Advisory Group
California
$441K -$253K -2,917 -38%
HA
1970
HFG Advisors
Ohio
$441K – – –
AIA
1971
Alternative Investment Advisors
Florida
$440K +$4.34K +50 +1%
PMFA
1972
Plante Moran Financial Advisors
Michigan
$440K -$25.6K -295 -6%
MAM
1973
Martingale Asset Management
Massachusetts
$440K +$410K +4,721 New
KFP
1974
Kerr Financial Planning
California
$440K +$1.65K +19 +0.4%
DWM
1975
Destination Wealth Management
California
$439K -$16.8K -193 -4%
77 78
79
80 81