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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2101
Motive Wealth Advisors
Michigan
$241K +$234K +3,433 New
CAWM
2102
Capital Advisors Wealth Management
Washington
$241K +$234K +3,428 New
FA
2103
Fountainhead AM
New Jersey
$241K +$234K +3,426 New
HWMG
2104
Hurlow Wealth Management Group
Indiana
$241K +$234K +3,426 New
CAM
2105
Claret Asset Management
Quebec, Canada
$239K +$232K +3,402 New
ET
2106
Entropy Technologies
New York
$239K +$232K +3,400 New
NCM
2107
Novare Capital Management
North Carolina
$239K -$17.8K -261 -7%
SIC
2108
SFE Investment Counsel
California
$239K +$232K +3,399 New
NJBEST
2109
New Jersey Better Educational Savings Trust
New Jersey
$239K +$232K +3,398 New
BFA
2110
Buttonwood Financial Advisors
Maryland
$238K +$232K +3,392 New
CST
2111
Charles Schwab Trust
Nevada
$238K +$231K +3,387 New
FWM
2112
Finer Wealth Management
Massachusetts
$238K +$231K +3,382 New
CSB
2113
City State Bank
Iowa
$237K – – –
CCM
2114
Chiron Capital Management
Florida
$237K -$460K -6,740 -67%
JTWM
2115
Jackson Thornton Wealth Management
Alabama
$236K +$230K +3,365 New
UBG
2116
United Bank (Georgia)
Georgia
$236K +$229K +3,357 New
FHA
2117
Flagship Harbor Advisors
Massachusetts
$235K -$17.3K -253 -7%
GA
2118
Geller Advisors
New York
$235K +$228K +3,342 New
FNWA
2119
Financial Network Wealth Advisors
Utah
$234K -$809K -11,853 -78%
CPCP
2120
Cedar Point Capital Partners
Iowa
$234K +$227K +3,332 New
CAL
2121
Capital Advisors Ltd
Ohio
$234K +$4.37K +64 +2%
IW
2122
Instrumental Wealth
Florida
$233K +$206K +3,012 New
BSB
2123
Bangor Savings Bank
Maine
$233K – – –
RA
2124
Rise Advisors
New York
$233K +$1.16K +17 +0.5%
B
2125
BetterWealth
California
$233K +$227K +3,318 New
83 84
85
86 87