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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2126
Aletheian Wealth Advisors
Washington
$232K +$226K +3,307 New
WWG
2127
West Wealth Group
California
$232K +$225K +3,301 New
CC
2128
Copperleaf Capital
North Carolina
$232K +$225K +3,300 New
WCM
2129
Washington Capital Management
Washington
$232K +$225K +3,300 New
TWP
2130
Tempus Wealth Planning
California
$231K +$225K +3,291 New
OPWM
2131
Oregon Pacific Wealth Management
Oregon
$231K +$225K +3,290 New
BW
2132
BXM Wealth
Colorado
$230K +$224K +3,276 New
PSP
2133
Pacific Sage Partners
Washington
$230K +$223K +3,269 New
BWP
2134
BSW Wealth Partners
Colorado
$230K +$223K +3,268 New
PCMC
2135
Paragon Capital Management (Colorado)
Colorado
$229K +$222K +3,256 New
RFP
2136
Root Financial Partners
California
$228K +$222K +3,253 New
SFG
2137
Sunburst Financial Group
Alabama
$228K +$222K +3,252 New
BIG
2138
Builder Investment Group
Georgia
$228K -$68.3K -1,000 -24%
BL
2139
Balentine LLC
Georgia
$228K -$34.5K -506 -13%
ETS
2140
ESL Trust Services
New York
$228K +$216K +3,162 +3,593%
AIA
2141
Angeles Investment Advisors
California
$228K +$222K +3,250 New
RC
2142
Rovin Capital
Arizona
$228K +$222K +3,248 New
HIM
2143
Hanlon Investment Management
New Jersey
$228K +$221K +3,243 New
HC
2144
Hara Capital
Washington
$228K – – –
ARG
2145
Advisory Resource Group
Oklahoma
$227K +$220K +3,228 New
CFA
2146
Capstone Financial Advisors
Illinois
$227K +$220K +3,227 New
TCM
2147
Traynor Capital Management
Pennsylvania
$226K -$33.2K -486 -13%
GHA
2148
Granite Harbor Advisors
Texas
$226K +$220K +3,224 New
SWRP
2149
Summit Wealth & Retirement Planning
California
$226K +$220K +3,223 New
GFG
2150
Goldstone Financial Group
Illinois
$226K +$220K +3,223 New
84 85
86
87 88