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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2101
Powers Advisory Group
Illinois
$275K -$1.3K -18 -0.5%
LA
2102
Lifeworks Advisors
Michigan
$275K +$10.5K +145 +4%
B
2103
BetterWealth
California
$274K – – –
SCA
2104
Scott Capital Advisors
Oregon
$274K +$34K +472 +16%
LWM
2105
Lionshead Wealth Management
New York
$274K -$2.31K -32 -0.9%
BWM
2106
BCS Wealth Management
Tennessee
$274K +$247K +3,420 New
MA
2107
MJP Associates
Connecticut
$274K +$25.3K +351 +11%
CWA
2108
Consilio Wealth Advisors
Washington
$274K +$2.31K +32 +0.9%
CAL
2109
Capital Advisors Ltd
Ohio
$273K +$5.05K +70 +2%
WDG
2110
Wealth Dimensions Group
Ohio
$272K +$11.2K +155 +5%
HIIFS
2111
Harel Insurance Investments & Financial Services
Israel
$272K – – –
SFS
2112
Strategic Financial Services
New York
$272K +$72 +1 +0%
PCM
2113
Princeton Capital Management
New Jersey
$271K +$244K +3,378 New
CAM
2114
Claret Asset Management
Quebec, Canada
$270K – – –
SWRP
2115
Summit Wealth & Retirement Planning
California
$269K – – –
CPCP
2116
Cedar Point Capital Partners
Iowa
$269K +$1.44K +20 +0.6%
TC
2117
Trilogy Capital
California
$268K +$24.3K +337 +11%
PSP
2118
Pacific Sage Partners
Washington
$268K +$5.55K +77 +2%
ALA
2119
Atlas Legacy Advisors
California
$268K -$10.5K -145 -4%
VC
2120
Veery Capital
Delaware
$267K +$22.4K +310 +10%
LWM
2121
LeConte Wealth Management
Tennessee
$267K +$240K +3,328 New
DOA
2122
D'Orazio & Associates
Virginia
$266K -$144 -2 -0.1%
AWA
2123
Aletheian Wealth Advisors
Washington
$266K +$2.96K +41 +1%
SCA
2124
Sandy Cove Advisors
Massachusetts
$266K +$34.7K +481 +17%
TWP
2125
Tempus Wealth Planning
California
$265K +$1.44K +20 +0.6%
83 84
85
86 87