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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
2176
Hummer Financial Advisory Services
Illinois
$250K – – –
SCG
2177
Sonata Capital Group
Washington
$250K – – –
TBT
2178
Texas Bank & Trust
Texas
$250K +$225K +3,120 New
HGWM
2179
Horst & Graben Wealth Management
Oregon
$250K +$5.34K +74 +2%
SOS
2180
Silver Oak Securities
Tennessee
$250K +$5.41K +75 +2%
OWM
2181
Omnitrust Wealth Management
Florida
$249K +$217K +3,016 New
VF
2182
Virtu Financial
New York
$249K +$224K +3,112 New
EFG
2183
Ethos Financial Group
Pennsylvania
$248K +$17.8K +247 +9%
FWI
2184
Facet Wealth Inc
Maryland
$248K +$221K +3,071 New
NCMW
2185
Northern Capital Management (Washington)
Washington
$248K +$433 +6 +0.2%
OHWP
2186
Oak Harbor Wealth Partners
North Carolina
$247K +$1.23K +17 +0.6%
BWP
2187
BSW Wealth Partners
Colorado
$247K +$288 +4 +0.1%
SFG
2188
Sunburst Financial Group
Alabama
$247K – – –
SOW
2189
State of Wyoming
Wyoming
$247K -$6.71K -93 -3%
SWM
2190
Sculati Wealth Management
Michigan
$246K – – –
JWM
2191
Jessup Wealth Management
Ohio
$246K -$2.45K -34 -1%
TWP
2192
Triad Wealth Partners
Kansas
$246K +$221K +3,072 New
IPWA
2193
International Private Wealth Advisors
California
$246K +$221K +3,069 New
MHC
2194
May Hill Capital
Massachusetts
$245K +$221K +3,064 New
PCP
2195
Panoramic Capital Partners
Oregon
$245K +$211K +2,925 New
LS
2196
Leelyn Smith
Illinois
$244K – – –
TF
2197
Tompkins Financial
New York
$244K -$144K -2,000 -40%
AA
2198
Apriem Advisors
California
$244K -$2.67K -37 -1%
SHWM
2199
Smith & Howard Wealth Management
Georgia
$244K -$1.44K -20 -0.7%
ARG
2200
Advisory Resource Group
Oklahoma
$243K -$2.74K -38 -1%
86 87
88
89 90