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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
2101
LWM Advisory Services
Florida
– -$716K -17,812 Closed
WAM
2102
Wakefield Asset Management
Colorado
– -$675K -16,773 Closed
Tudor Investment Corp
2103
Tudor Investment Corp
Connecticut
– -$630K -15,671 Closed
WLPWM
2104
Walled Lake Planning & Wealth Management
Illinois
– -$559K -13,907 Closed
WI
2105
Wintrust Investments
Illinois
– -$519K -12,908 Closed
RCG
2106
Resource Consulting Group
Florida
– -$478K -11,896 Closed
EFG
2107
Everhart Financial Group
Ohio
– -$417K -10,351 Closed
WCWM
2108
Willow Creek Wealth Management
California
– -$408K -10,154 Closed
DA
2109
DSC Advisors
Illinois
– -$372K -9,260 Closed
ASFA
2110
All Season Financial Advisors
Colorado
– -$368K -9,149 Closed
HIC
2111
Hartline Investment Corp
Illinois
– -$355K -8,815 Closed
BAM
2112
Blueshift Asset Management
New Jersey
– -$332K -8,251 Closed
BTIM
2113
BancFirst Trust & Investment Management
Oklahoma
– -$328K -8,100 Closed
AFS
2114
Axiom Financial Strategies
Indiana
– -$323K -8,023 Closed
IP
2115
Investment Partners
Ohio
– -$322K -8,008 Closed
WCM
2116
Washington Capital Management
Washington
– -$322K -8,000 Closed
EMG
2117
ETF Managers Group
New Jersey
– -$300K -7,457 Closed
ICP
2118
Interchange Capital Partners
Pennsylvania
– -$294K -7,317 Closed
HFG
2119
Heron Financial Group
New York
– -$292K -7,270 Closed
HPWM
2120
Highland Private Wealth Management
Washington
– -$269K -6,686 Closed
PWA
2121
Phoenix Wealth Advisors
North Carolina
– -$256K -6,362 Closed
DOA
2122
D'Orazio & Associates
Virginia
– -$247K -6,152 Closed
WPP
2123
Whalerock Point Partners
Rhode Island
– -$243K -6,040 Closed
JAIC
2124
Josh Arnold Investment Consultant
Minnesota
– -$241K -6,000 Closed
LSPW
2125
Lake Street Private Wealth
Illinois
– -$238K -5,907 Closed