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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2176
Resonant Capital Advisors
Wisconsin
– -$202K -4,152 Closed
NCMW
2177
Northern Capital Management (Washington)
Washington
– -$201K -4,143 Closed
MAG
2178
Mokosak Advisory Group
Iowa
– -$200K -4,106 Closed
BFC
2179
Bedel Financial Consulting
Indiana
– -$195K -4,020 Closed
AWA
2180
Aaron Wealth Advisors
Illinois
– -$180K -3,724 Closed
ADL
2181
Asset Dedication LLC
California
– -$159K -3,231 Closed
FAG
2182
Fortitude Advisory Group
Washington
– -$150K -3,090 Closed
CIR
2183
Clear Investment Research
Georgia
– -$132K -2,734 Closed
SFO
2184
Standard Family Office
South Dakota
– -$99K -2,035 Closed
FFA
2185
Freedman Financial Associates
Massachusetts
– -$81K -1,664 Closed
PAG
2186
Paladin Advisory Group
Iowa
– -$69.2K -1,578 Closed
FAM
2187
Fred Alger Management
New York
– -$60K -1,244 Closed
T
2188
TCWP
Ohio
– -$55K -1,144 Closed
SPWM
2189
Spartan Planning & Wealth Management
North Carolina
– -$52K -1,080 Closed
LAS
2190
Lloyd Advisory Services
Georgia
– -$41K -845 Closed
GAM
2191
Gemmer Asset Management
California
– -$36K -763 Closed
CI
2192
Carroll Investors
South Carolina
– -$17K -363 Closed
DAM
2193
Davis Asset Management
California
– -$17.2M -355 Closed
HA
2194
Herold Advisors
New York
– -$17K -350 Closed
CCS
2195
Crosspoint Capital Strategies
California
– -$16K -340 Closed
CI
2196
Cordant Inc
Oregon
– -$13K -276 Closed
MSFP
2197
Mark Sheptoff Financial Planning
Connecticut
– -$13K -276 Closed
MIM
2198
Macroview Investment Management
Maryland
– -$13K -261 Closed
DWA
2199
Delos Wealth Advisors
Texas
– -$12K -250 Closed
OA
2200
Operose Advisors
Wisconsin
– -$11K -234 Closed
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