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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Carolina Wealth Advisors
South Carolina
$5K – – –
CPFP
2052
Clear Perspectives Financial Planning
Ohio
$5K – – –
FEG
2053
Financial Enhancement Group
Indiana
$5K – – –
SAM
2054
Strategic Asset Management
Minnesota
$5K – – –
MTWM
2055
Masso Torrence Wealth Management
New Jersey
$5K +$4.92K +100 New
SC
2056
Schubert & Co
Texas
$5K +$5.12K +104 New
HFS
2057
Horizon Financial Services
North Carolina
$4.65K – – –
DAL
2058
Delta Accumulation LLC
California
$4K +$3.59K +73 New
SJIM
2059
St. Johns Investment Management
Florida
$3K – – –
MFA
2060
McClarren Financial Advisors
Pennsylvania
$3K +$2.76K +56 New
LFG
2061
Leverty Financial Group
Wisconsin
$3K +$3.15K +64 New
FWA
2062
FSC Wealth Advisors
New York
$3K +$3.35K +68 New
M1FG
2063
Mach-1 Financial Group
Arkansas
$3K +$3.35K +68 New
ANBT
2064
American National Bank & Trust
Texas
$2K – – –
CAM
2065
ClariVest Asset Management
California
$2K – – –
CCM
2066
Cribstone Capital Management
Maine
$2K – – –
YAL
2067
Your Advocates Ltd
Texas
$2K +$2.46K +50 New
VRM
2068
Vectors Research Management
New York
$1K -$1.23K -25 -50%
AWMS
2069
Advocacy Wealth Management Services
Georgia
$1K – – –
DI
2070
Disciplined Investments
Oklahoma
$1K – – –
LAS
2071
Lloyd Advisory Services
Georgia
$1K – – –
TFA
2072
Toth Financial Advisory
Virginia
$1K – – –
WIM
2073
Westside Investment Management
California
$14 – – –
CWM
2074
CIBC World Markets
New York
– -$235M -5,060,939 Closed
ACI
2075
AMP Capital Investors
Australia
– -$71.3M -1,535,272 Closed
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