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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2076
SWP Financial
California
$258K – – –
VSQM
2077
V-Square Quantitative Management
Illinois
$258K +$2.7K +36 +1%
GG
2078
Greenwood Gearhart
Arkansas
$258K -$20.3K -271 -7%
CTWM
2079
Cherry Tree Wealth Management
Minnesota
$257K +$9.01K +120 +3%
MCA
2080
Magnolia Capital Advisors
Mississippi
$256K -$14.7K -196 -5%
CCG
2081
Catalina Capital Group
California
$255K -$534K -7,115 -67%
WG
2082
Wealth Group
North Carolina
$255K -$29.5K -393 -10%
WAL
2083
W Advisors LLC
Tennessee
$253K +$265K +3,531 New
MWA
2084
Motive Wealth Advisors
Michigan
$253K +$6.98K +93 +3%
LWA
2085
Lifelong Wealth Advisors
Minnesota
$253K +$265K +3,526 New
LF
2086
LifePlan Financial
Minnesota
$253K -$82.3K -1,096 -24%
T
2087
TOBAM
France
$252K -$503K -6,703 -66%
OPWM
2088
Oregon Pacific Wealth Management
Oregon
$252K +$16.1K +214 +7%
CIS
2089
Custom Index Systems
New York
$251K – – –
AWM
2090
Ariadne Wealth Management
California
$251K -$102K -1,361 -28%
FIB
2091
First Interstate Bank
Montana
$250K -$17K -227 -6%
ALA
2092
Atlas Legacy Advisors
California
$250K – – –
MWM
2093
McMill Wealth Management
Nebraska
$250K +$2.25K +30 +0.9%
TTWM
2094
TCV Trust & Wealth Management
Virginia
$250K – – –
NG
2095
Northstar Group
New York
$249K – – –
SFC
2096
Sprinkle Financial Consultants
Colorado
$249K – – –
JWM
2097
JGP Wealth Management
Oregon
$249K -$4.88K -65 -2%
LSWP
2098
Liberty Square Wealth Partners
Pennsylvania
$249K – – –
PAG
2099
Powers Advisory Group
Illinois
$248K +$826 +11 +0.3%
LWM
2100
Lionshead Wealth Management
New York
$248K -$751 -10 -0.3%
82 83
84
85 86