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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2076
WT Wealth Management
Arizona
$287K +$22.1K +306 +9%
HWMO
2077
Heritage Wealth Management (Ohio)
Ohio
$287K -$27K -375 -9%
CTWM
2078
Cherry Tree Wealth Management
Minnesota
$287K – – –
FHA
2079
Flagship Harbor Advisors
Massachusetts
$286K +$12K +166 +5%
BW
2080
BIP Wealth
Georgia
$286K -$144K -1,996 -36%
OPWM
2081
Oregon Pacific Wealth Management
Oregon
$284K +$3.25K +45 +1%
BW
2082
BXM Wealth
Colorado
$284K +$19.4K +269 +8%
WI
2083
Wedgewood Investors
Pennsylvania
$284K -$10.2K -141 -4%
FFA
2084
Fi3 Financial Advisors
Indiana
$281K -$38.3K -531 -13%
CIS
2085
Custom Index Systems
New York
$280K – – –
TLFA
2086
True Link Financial Advisors
California
$280K -$111K -1,542 -31%
DP
2087
Denver PWM
Colorado
$280K +$252K +3,496 New
HBW
2088
Hazlett, Burt & Watson
West Virginia
$280K -$38.9K -539 -13%
MWM
2089
McMill Wealth Management
Nebraska
$280K +$865 +12 +0.3%
RIA
2090
Regal Investment Advisors
Michigan
$280K -$31.7K -439 -11%
NG
2091
Northstar Group
New York
$278K – – –
SFC
2092
Sprinkle Financial Consultants
Colorado
$278K – – –
JWM
2093
JGP Wealth Management
Oregon
$278K +$72 +1 +0%
SIC
2094
SFE Investment Counsel
California
$278K +$4.9K +68 +2%
PWP
2095
Phillips Wealth Planners
Mississippi
$278K +$245K +3,403 New
FIB
2096
First Interstate Bank
Montana
$277K -$1.73K -24 -0.7%
OWA
2097
Octavia Wealth Advisors
Ohio
$277K -$27.9K -387 -10%
ATS
2098
Ashton Thomas Securities
New York
$277K -$19.7K -273 -7%
ANB
2099
Amarillo National Bank
Texas
$276K – – –
TNBTD
2100
Trustmark National Bank Trust Department
Mississippi
$276K -$31K -430 -11%
82 83
84
85 86