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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2076
Centennial Bank
Arkansas
$250K -$8.81K -129 -3%
VSQM
2077
V-Square Quantitative Management
Illinois
$250K -$29.9K -438 -11%
BWA
2078
Bordeaux Wealth Advisors
California
$249K +$243K +3,552 New
DFCM
2079
Dark Forest Capital Management
Puerto Rico
$249K -$951K -13,932 -80%
JWM
2080
JGP Wealth Management
Oregon
$248K +$241K +3,533 New
CWA
2081
Centennial Wealth Advisory
Michigan
$248K -$9.15K -134 -4%
AIM
2082
Avity Investment Management
Connecticut
$248K +$241K +3,525 New
WCFA
2083
Walkner Condon Financial Advisors
Wisconsin
$246K +$239K +3,507 New
CIS
2084
Custom Index Systems
New York
$246K +$239K +3,500 New
BBA
2085
Braun-Bostich & Associates
Pennsylvania
$246K +$239K +3,498 New
TFIPS
2086
Towarzystwo Funduszy Inwestycyjnych PZU SA
$245K +$36.9K +540 +18%
ALA
2087
Atlas Legacy Advisors
California
$245K +$238K +3,486 New
TTWM
2088
TCV Trust & Wealth Management
Virginia
$244K +$237K +3,476 New
NG
2089
Northstar Group
New York
$244K +$237K +3,474 New
GWM
2090
Greenwich Wealth Management
Connecticut
$244K +$237K +3,475 New
SFC
2091
Sprinkle Financial Consultants
Colorado
$244K +$237K +3,473 New
QPW
2092
Quantum Private Wealth
Florida
$243K +$236K +3,463 New
LWM
2093
Lionshead Wealth Management
New York
$243K +$236K +3,462 New
GGS
2094
Galvin Gaustad & Stein
Arizona
$243K +$236K +3,462 New
CTWM
2095
Cherry Tree Wealth Management
Minnesota
$243K – – –
ANB
2096
Amarillo National Bank
Texas
$242K +$236K +3,450 New
MWM
2097
McMill Wealth Management
Nebraska
$242K +$235K +3,449 New
AC
2098
Addison Capital
Pennsylvania
$242K -$38.4K -562 -14%
SF
2099
Symphony Financial
Texas
$242K +$212K +3,106 New
PAG
2100
Powers Advisory Group
Illinois
$242K +$235K +3,441 New
82 83
84
85 86