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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
2151
HeadInvest LLC
Maine
$230K +$22.5K +300 +10%
CIA
2152
Caledonia Investments (Australia)
Australia
$230K – – –
RFP
2153
Root Financial Partners
California
$230K -$4.13K -55 -2%
BAM
2154
Brave Asset Management
New Jersey
$229K – – –
CSB
2155
City State Bank
Iowa
$228K -$15K -200 -6%
SOW
2156
State of Wyoming
Wyoming
$228K +$239K +3,177 New
BOH
2157
Bank of Hawaii
Hawaii
$227K -$59.3K -790 -20%
FWM
2158
Forza Wealth Management
Florida
$227K – – –
CAM
2159
Cozad Asset Management
Illinois
$227K -$54.3K -723 -19%
BIM
2160
Baldwin Investment Management
Pennsylvania
$227K +$375 +5 +0.2%
MCCA
2161
Mill Creek Capital Advisors
Pennsylvania
$227K +$4.66K +62 +2%
WFPG
2162
Waller Financial Planning Group
Ohio
$226K +$237K +3,151 New
IF
2163
Ironwood Financial
Arizona
$225K – – –
NB
2164
Northwest Bancshares
Pennsylvania
$225K – – –
SPF
2165
South Plains Financial
Texas
$225K -$67.5K -899 -22%
PA
2166
PharVision Advisers
Florida
$225K -$252K -3,358 -52%
ANC
2167
Ames National Corp
Iowa
$225K +$10.1K +135 +5%
BFA
2168
Beaumont Financial Advisors
Massachusetts
$225K +$13.1K +174 +6%
HFAS
2169
Hummer Financial Advisory Services
Illinois
$224K – – –
EFG
2170
Embree Financial Group
Illinois
$224K +$235K +3,125 New
SCG
2171
Sonata Capital Group
Washington
$224K – – –
CWA
2172
CM Wealth Advisors
Ohio
$223K – – –
KOMWMG
2173
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$223K +$1.2K +16 +0.5%
AFA
2174
AA Financial Advisors
Ohio
$223K -$209K -2,788 -47%
JWM
2175
Jessup Wealth Management
Ohio
$223K -$6.61K -88 -3%
85 86
87
88 89