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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
2176
Sonata Capital Group
Washington
$219K +$213K +3,115 New
AAS
2177
Asset Allocation Strategies
Michigan
$218K +$188K +2,756 New
CWA
2178
CM Wealth Advisors
Ohio
$218K +$212K +3,110 New
AT
2179
American Trust
Kentucky
$218K +$212K +3,103 New
WFA
2180
West Financial Advisors
Iowa
$218K +$14.3K +209 +7%
MCCA
2181
Mill Creek Capital Advisors
Pennsylvania
$217K +$211K +3,094 New
KOMWMG
2182
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$211K +3,092 New
GBT
2183
Grove Bank & Trust
Florida
$217K -$15.5K -227 -7%
WC
2184
Woodstock Corp
Massachusetts
$217K -$57.7K -845 -22%
NCMW
2185
Northern Capital Management (Washington)
Washington
$217K +$211K +3,084 New
KAM
2186
KEB Asset Management
Illinois
$217K +$210K +3,083 New
BIA
2187
Bell Investment Advisors
California
$216K -$3.48K -51 -2%
NG
2188
Novem Group
New York
$216K +$210K +3,076 New
SWM
2189
Sculati Wealth Management
Michigan
$216K +$210K +3,074 New
RWM
2190
RKL Wealth Management
Pennsylvania
$216K +$210K +3,072 New
MWM
2191
Merriman Wealth Management
Washington
$215K +$213K +3,115 New
SFS
2192
Strategic Financial Services
New York
$215K +$209K +3,061 New
SHWM
2193
Smith & Howard Wealth Management
Georgia
$215K +$209K +3,060 New
OAS
2194
Optivise Advisory Services
Tennessee
$215K +$209K +3,059 New
GS
2195
Gagnon Securities
New York
$215K – – –
LS
2196
Leelyn Smith
Illinois
$214K +$208K +3,050 New
TA
2197
TFB Advisors
Kansas
$214K +$208K +3,048 New
LA
2198
LM Advisors
California
$214K +$208K +3,049 New
TC
2199
TFR Capital
Texas
$214K +$208K +3,042 New
NWM
2200
Northcape Wealth Management
New York
$214K +$208K +3,040 New
86 87
88
89 90