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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
2101
Amarillo National Bank
Texas
$248K – – –
USWIA
2102
UP Strategic Wealth Investment Advisors
Pennsylvania
$247K +$258K +3,441 New
TFIPS
2103
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K -$3.75K -50 -1%
PS
2104
Planned Solutions
California
$247K +$22.5K +300 +10%
BBA
2105
Braun-Bostich & Associates
Pennsylvania
$247K -$4.43K -59 -2%
PWM
2106
Power Wealth Management
Georgia
$247K -$59.5K -792 -19%
CAWM
2107
Capital Advisors Wealth Management
Washington
$246K +$375 +5 +0.1%
B
2108
BetterWealth
California
$246K +$7.73K +103 +3%
CWA
2109
Consilio Wealth Advisors
Washington
$245K +$15K +200 +6%
FHA
2110
Flagship Harbor Advisors
Massachusetts
$244K +$4.5K +60 +2%
SIC
2111
SFE Investment Counsel
California
$244K – – –
HIIFS
2112
Harel Insurance Investments & Financial Services
Israel
$244K +$255K +3,400 New
NJBEST
2113
New Jersey Better Educational Savings Trust
New Jersey
$244K – – –
SFS
2114
Strategic Financial Services
New York
$244K +$24.9K +332 +11%
RA
2115
Rise Advisors
New York
$242K +$3.9K +52 +2%
CAM
2116
Claret Asset Management
Quebec, Canada
$242K -$2.78K -37 -1%
CF
2117
Convergence Financial
Missouri
$242K +$25.8K +344 +11%
SWRP
2118
Summit Wealth & Retirement Planning
California
$241K +$10.4K +139 +4%
UBG
2119
United Bank (Georgia)
Georgia
$241K +$75 +1 +0%
CBB
2120
Citizens Business Bank
California
$240K +$251K +3,344 New
BPAMU
2121
BTG Pactual Asset Management US
New York
$239K -$4.8M -63,947 -95%
CPCP
2122
Cedar Point Capital Partners
Iowa
$239K – – –
CAL
2123
Capital Advisors Ltd
Ohio
$239K -$150 -2 -0.1%
FWM
2124
Finer Wealth Management
Massachusetts
$239K -$4.2K -56 -2%
GHA
2125
Granite Harbor Advisors
Texas
$239K +$7.66K +102 +3%
83 84
85
86 87