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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
XSC
2051
X-Square Capital
Puerto Rico
$298K -$10.7K -149 -4%
IWA
2052
IBEX Wealth Advisors
New Jersey
$297K -$796K -11,037 -75%
MPM
2053
MBB Public Markets
Illinois
$297K -$60.2K -835 -18%
BMO
2054
Beck Mack & Oliver
New York
$295K -$28.8K -400 -10%
VAG
2055
VisionPoint Advisory Group
Texas
$295K +$265K +3,676 New
TFIPS
2056
Towarzystwo Funduszy Inwestycyjnych PZU SA
$294K +$16.6K +230 +7%
BFA
2057
Beaumont Financial Advisors
Massachusetts
$293K +$38.2K +530 +17%
KOC
2058
Koss-Olinger Consulting
Florida
$293K -$90.7K -1,258 -26%
COFSG
2059
Carbahal Olsen Financial Services Group
California
$293K – – –
PCA
2060
Prosperity Capital Advisors
Ohio
$293K -$41K -569 -13%
RIM
2061
Redwood Investment Management
Arizona
$293K -$198K -2,745 -43%
SI
2062
Saxon Interests
Texas
$293K – – –
MWA
2063
Motive Wealth Advisors
Michigan
$293K +$9.3K +129 +4%
JWS
2064
Juncture Wealth Strategies
Arizona
$292K – – –
AWA
2065
Acorn Wealth Advisors
Michigan
$292K -$7.79K -108 -3%
SWM
2066
Seed Wealth Management
Illinois
$292K – – –
GWSG
2067
GPS Wealth Strategies Group
Colorado
$292K +$1.37K +19 +0.5%
EWM
2068
Endowment Wealth Management
Wisconsin
$291K -$1.59K -22 -0.6%
CF
2069
Convergence Financial
Missouri
$291K +$19.3K +268 +8%
LWA
2070
Lifelong Wealth Advisors
Minnesota
$291K +$7.5K +104 +3%
BFO
2071
Boston Family Office
Massachusetts
$290K – – –
FFC
2072
Frederick Financial Consultants
Maryland
$290K +$60K +832 +30%
EWS
2073
Eagle Wealth Strategies
New Jersey
$288K -$1.44K -20 -0.6%
SF
2074
SWP Financial
California
$288K – – –
RWM
2075
Riverbend Wealth Management
South Carolina
$287K +$258K +3,584 New
81 82
83
84 85