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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2051
Avity Investment Management
Connecticut
$323K -$30K -370 -9%
BOPW
2052
Brandywine Oak Private Wealth
Pennsylvania
$323K – – –
NAM
2053
NTV Asset Management
West Virginia
$323K +$312K +3,852 New
PSP
2054
Principal Street Partners
Tennessee
$323K -$303K -3,740 -49%
FPF
2055
First Pacific Financial
Washington
$323K -$10.5K -129 -3%
SFA
2056
Souders Financial Advisors
Ohio
$322K +$49.6K +612 +19%
CCA
2057
Cottonwood Capital Advisors
Utah
$321K +$162 +2 +0.1%
PBF
2058
Petix & Botte Financial
California
$321K – – –
BWCS
2059
Beirne Wealth Consulting Services
Connecticut
$321K +$310K +3,825 New
HWM
2060
HRC Wealth Management
Idaho
$320K +$811 +10 +0.3%
UWM
2061
United Wealth Management
Virginia
$320K – – –
ABLA
2062
Alan B. Lancz & Associates
Ohio
$319K – – –
CNB
2063
Camden National Bank
Maine
$318K -$10.1K -124 -3%
BC
2064
Brio Consultants
California
$318K – – –
AWC
2065
Abundance Wealth Counselors
Pennsylvania
$318K -$24.3K -300 -7%
MBTD
2066
Mechanics Bank - Trust Department
California
$317K -$71.4K -881 -19%
SWIG
2067
Strategic Wealth Investment Group
Kentucky
$317K +$307K +3,783 New
FFC
2068
Frederick Financial Consultants
Maryland
$317K +$13.1K +161 +4%
GSF
2069
Grove Street Fiduciary
New Hampshire
$316K – – –
FHA
2070
Flagship Harbor Advisors
Massachusetts
$315K +$14.8K +183 +5%
ACP
2071
Aviance Capital Partners
Florida
$314K -$7.05K -87 -2%
FSA
2072
Financial Security Advisor
Virginia
$313K -$15.6K -192 -5%
IWA
2073
IBEX Wealth Advisors
New Jersey
$313K +$1.7K +21 +0.6%
XSC
2074
X-Square Capital
Puerto Rico
$312K +$730 +9 +0.2%
SWA
2075
SFMG Wealth Advisors
Texas
$312K +$302K +3,718 New
81 82
83
84 85