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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2126
D'Orazio & Associates
Virginia
$238K +$249K +3,320 New
BSB
2127
Bangor Savings Bank
Maine
$238K -$300 -4 -0.1%
BFA
2128
Buttonwood Financial Advisors
Maryland
$238K -$5.78K -77 -2%
WCM
2129
Washington Capital Management
Washington
$237K – – –
HWMG
2130
Hurlow Wealth Management Group
Indiana
$236K -$10.1K -135 -4%
TWP
2131
Tempus Wealth Planning
California
$236K – – –
BWA
2132
Bordeaux Wealth Advisors
California
$236K -$19.7K -263 -7%
LA
2133
Lifeworks Advisors
Michigan
$236K -$33.1K -441 -12%
BW
2134
BXM Wealth
Colorado
$235K – – –
WWM
2135
WT Wealth Management
Arizona
$235K +$246K +3,276 New
AWA
2136
Aletheian Wealth Advisors
Washington
$235K -$2.4K -32 -1%
HC
2137
Hara Capital
Washington
$235K +$2.33K +31 +1%
PSP
2138
Pacific Sage Partners
Washington
$235K +$150 +2 +0.1%
BWS
2139
Buck Wealth Strategies
Colorado
$235K +$245K +3,269 New
PCMC
2140
Paragon Capital Management (Colorado)
Colorado
$234K – – –
BIG
2141
Builder Investment Group
Georgia
$233K – – –
ETS
2142
ESL Trust Services
New York
$233K – – –
IWP
2143
Invenio Wealth Partners
Florida
$233K -$40.2K -535 -14%
RC
2144
Rovin Capital
Arizona
$233K – – –
WDG
2145
Wealth Dimensions Group
Ohio
$233K +$18.5K +246 +8%
HPM
2146
Hoxton Planning & Management
West Virginia
$232K +$16.1K +214 +7%
CFA
2147
Capstone Financial Advisors
Illinois
$232K – – –
GFG
2148
Goldstone Financial Group
Illinois
$231K +$75 +1 +0%
WP
2149
WealthPLAN Partners
Nebraska
$231K +$2.03K +27 +0.8%
IAG
2150
Investment Advisory Group
Massachusetts
$230K +$75 +1 +0%
84 85
86
87 88