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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2126
Procyon Advisors
Connecticut
$265K -$254K -3,520 -52%
USWIA
2127
UP Strategic Wealth Investment Advisors
Pennsylvania
$264K -$10.1K -140 -4%
WCM
2128
Washington Capital Management
Washington
$264K – – –
UBG
2129
United Bank (Georgia)
Georgia
$264K -$4.62K -64 -2%
HWMG
2130
Hurlow Wealth Management Group
Indiana
$264K – – –
PS
2131
Planned Solutions
California
$264K -$10.8K -150 -4%
RA
2132
Rise Advisors
New York
$263K -$6.13K -85 -3%
BSB
2133
Bangor Savings Bank
Maine
$263K -$2.38K -33 -1%
HA
2134
HC Advisors
Georgia
$263K -$51.6K -715 -18%
HC
2135
Hara Capital
Washington
$262K – – –
FWM
2136
Finer Wealth Management
Massachusetts
$262K -$4.47K -62 -2%
RC
2137
Rovin Capital
Arizona
$261K +$433 +6 +0.2%
PCMC
2138
Paragon Capital Management (Colorado)
Colorado
$261K – – –
BIG
2139
Builder Investment Group
Georgia
$260K – – –
HWA
2140
Heartwood Wealth Advisors
Virginia
$260K +$234K +3,244 New
FWA
2141
FSM Wealth Advisors
Ohio
$259K +$227K +3,151 New
HPM
2142
Hoxton Planning & Management
West Virginia
$259K +$649 +9 +0.3%
NPT
2143
Nixon Peabody Trust
Massachusetts
$259K +$233K +3,236 New
SFA
2144
Souders Financial Advisors
Ohio
$259K +$233K +3,233 New
VCM
2145
Vivaldi Capital Management
Illinois
$259K +$11.9K +165 +5%
CFA
2146
Capstone Financial Advisors
Illinois
$259K +$72 +1 +0%
NWA
2147
Navis Wealth Advisors
New York
$258K +$233K +3,225 New
CWA
2148
Canvas Wealth Advisors
Kansas
$258K +$224K +3,109 New
PCM
2149
Penserra Capital Management
California
$257K -$40.3K -559 -15%
EFG
2150
Embree Financial Group
Illinois
$257K +$5.7K +79 +3%
84 85
86
87 88