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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2126
Stephens Consulting
Michigan
$20.6K – – –
MIM
2127
Meridiem Investment Management
United Kingdom
$20.3K – – –
AFIA
2128
America First Investment Advisors
Nebraska
$19.8K – – –
YDMI
2129
Y.D. More Investments
Israel
$19.6K – – –
KFS
2130
Kelly Financial Services
Massachusetts
$19.5K +$471 +9 +3%
RTL
2131
Red Tortoise LLC
Georgia
$19.5K – – –
MSG
2132
Main Street Group
Virginia
$18.9K +$471 +9 +3%
RWA
2133
Redmont Wealth Advisors
Illinois
$18.5K +$16.7K +320 New
RWM
2134
Raffa Wealth Management
District of Columbia
$18.2K -$2.72K -52 -14%
PP
2135
PFS Partners
New Jersey
$18K – – –
WIM
2136
Westside Investment Management
California
$17.4K – – –
NOI
2137
Newton One Investments
Delaware
$17.3K +$105 +2 +0.7%
DWA
2138
Dougherty Wealth Advisers
Minnesota
$17.3K – – –
DF
2139
Dunhill Financial
United Kingdom
$16.9K +$2.46K +47 +19%
BIM
2140
Breakwater Investment Management
Washington
$16.7K +$15.1K +288 New
CFS
2141
CGC Financial Services
Oregon
$16.2K – – –
JPWM
2142
Jamison Private Wealth Management
Georgia
$15.9K +$4.19K +80 +41%
MIFH
2143
Migdal Insurance & Financial Holdings
Israel
$15K -$1.09M -20,782 -99%
CMP
2144
Coston McIsaac & Partners
Maine
$15K +$52 +1 +0.4%
VAG
2145
VisionPoint Advisory Group
Texas
$14.8K -$24.1K -460 -64%
NMM
2146
Naples Money Management
Florida
$14.4K – – –
KA
2147
Kozak & Associates
Colorado
$13.3K +$105 +2 +0.9%
CFFP
2148
Center for Financial Planning
Michigan
$13.3K – – –
GG
2149
Gleason Group
Kentucky
$13.1K +$52 +1 +0.4%
NF
2150
Norwood Financial
Pennsylvania
$13K -$1.31K -25 -10%
84 85
86
87 88