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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2151
Emergent Wealth Advisors
New York
$226K +$219K +3,212 New
EWM
2152
Executive Wealth Management
Michigan
$226K +$219K +3,211 New
CWA
2153
Consilio Wealth Advisors
Washington
$225K +$219K +3,209 New
IAG
2154
Investment Advisory Group
Massachusetts
$225K -$189K -2,770 -46%
CIA
2155
Caledonia Investments (Australia)
Australia
$225K +$218K +3,198 New
JWM
2156
Jessup Wealth Management
Ohio
$224K +$218K +3,194 New
DDC
2157
DF Dent & Co
Maryland
$224K -$685K -10,039 -76%
BAM
2158
Brave Asset Management
New Jersey
$224K -$110K -1,604 -33%
WP
2159
WealthPLAN Partners
Nebraska
$224K +$217K +3,184 New
FMN
2160
Financial Management Network
California
$224K -$34.8K -509 -14%
CAI
2161
Capital Advisors Inc
Oklahoma
$223K +$216K +3,170 New
FWM
2162
Forza Wealth Management
Florida
$222K +$216K +3,164 New
BIM
2163
Baldwin Investment Management
Pennsylvania
$221K +$215K +3,153 New
HBW
2164
Hazlett, Burt & Watson
West Virginia
$221K – – –
IA
2165
IFG Advisory
Georgia
$221K +$215K +3,145 New
HPBT
2166
Hickory Point Bank & Trust
Illinois
$221K +$215K +3,142 New
IF
2167
Ironwood Financial
Arizona
$221K +$214K +3,141 New
PS
2168
Planned Solutions
California
$221K -$273 -4 -0.1%
NB
2169
Northwest Bancshares
Pennsylvania
$220K +$214K +3,139 New
OHWP
2170
Oak Harbor Wealth Partners
North Carolina
$220K +$214K +3,138 New
CCS
2171
Concentric Capital Strategies
Connecticut
$220K -$846K -12,394 -80%
HFAS
2172
Hummer Financial Advisory Services
Illinois
$220K +$213K +3,126 New
FA
2173
Fermata Advisors
California
$219K -$78K -1,142 -27%
MAG
2174
MRA Advisory Group
New Jersey
$219K +$213K +3,121 New
FM
2175
Foster & Motley
Ohio
$219K -$136K -1,991 -39%
85 86
87
88 89