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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
1951
Michael J. Puzo
$398K – – –
NC
1952
North Capital
Utah
$397K – – –
CAL
1953
Capital Analysts LLC
Pennsylvania
$395K +$53.2K +619 +14%
IP
1954
Ignite Planners
California
$395K -$3.52K -41 -0.8%
BFF
1955
Byrne Financial Freedom
Massachusetts
$393K -$18.7K -218 -4%
AFA
1956
AA Financial Advisors
Ohio
$393K +$39.3K +457 +10%
KNW
1957
Kesler Norman & Wride
Utah
$393K +$859 +10 +0.2%
JWM
1958
Jacksonville Wealth Management
Florida
$392K +$6.44K +75 +2%
MAM
1959
MMA Asset Management
Pennsylvania
$392K -$86 -1 -0%
CD
1960
Chapin Davis
Maryland
$392K – – –
SGCA
1961
Steel Grove Capital Advisors
Tennessee
$392K +$3.44K +40 +0.8%
WAM
1962
Walker Asset Management
Missouri
$392K +$2.06K +24 +0.5%
BFP
1963
Brewster Financial Planning
New York
$391K +$2.06K +24 +0.5%
TAP
1964
TSG Advice Partners
Ohio
$391K +$40.5K +472 +11%
FFC
1965
First Financial Corp
Indiana
$391K -$18.4K -214 -4%
KFC
1966
Klingenstein Fields & Co
New York
$391K +$945 +11 +0.2%
MCA
1967
Millennium Capital Advisors
Arkansas
$391K – – –
RWP
1968
Revolve Wealth Partners
New Jersey
$390K +$9.62K +112 +2%
AIA
1969
AssuredPartners Investment Advisors
Florida
$390K -$84.8K -987 -17%
WF
1970
WoodTrust Financial
Wisconsin
$390K -$3.95K -46 -0.9%
FWA
1971
FSM Wealth Advisors
Ohio
$389K -$12.3K -143 -3%
SIC
1972
Samalin Investment Counsel
New York
$388K -$515 -6 -0.1%
SPG
1973
Strategic Planning Group
Utah
$387K -$5.33M -62,010 -93%
DSC
1974
Duncker Streett & Co
Missouri
$387K -$85.1K -991 -17%
MC
1975
Marest Capital
California
$386K +$178K +2,069 +74%
77 78
79
80 81