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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SGWM
2176
Sterling Group Wealth Management
California
$299K +$322K +3,751 New
WDG
2177
Wealth Dimensions Group
Ohio
$298K +$23.7K +276 +8%
CTA
2178
Colonial Trust Advisors
South Carolina
$298K +$12.8K +149 +4%
FSCM
2179
Front Street Capital Management
Montana
$298K – – –
XSC
2180
X-Square Capital
Puerto Rico
$298K +$773 +9 +0.2%
BPAMU
2181
BTG Pactual Asset Management US
New York
$297K -$185K -2,156 -37%
TAM
2182
TCP Asset Management
Ohio
$297K +$321K +3,736 New
CWMS
2183
Cannon Wealth Management Services
North Carolina
$297K +$320K +3,726 New
CBT
2184
CoreFirst Bank & Trust
Kansas
$296K -$26.6K -310 -8%
AWC
2185
Adamsbrown Wealth Consultants
Kansas
$296K -$3.18K -37 -1%
MWA
2186
Madson Wealth Advisors
California
$296K +$319K +3,718 New
OWA
2187
Outlook Wealth Advisors
Texas
$295K +$1.72K +20 +0.5%
NS
2188
Northland Securities
Minnesota
$295K – – –
HA
2189
HFG Advisors
Ohio
$294K -$88.7K -1,033 -22%
DP
2190
Denver PWM
Colorado
$294K +$33.8K +393 +11%
RWC
2191
Rare Wolf Capital
Washington
$294K – – –
M
2192
MATAURO
New York
$294K +$1.29K +15 +0.4%
SCP
2193
Sivia Capital Partners
California
$294K -$447K -5,210 -59%
RWM
2194
RKL Wealth Management
Pennsylvania
$294K -$381K -4,437 -55%
FSA
2195
Financial Security Advisor
Virginia
$293K +$1.46K +17 +0.5%
BMO
2196
Beck Mack & Oliver
New York
$293K – – –
PS
2197
Planned Solutions
California
$293K -$119K -1,383 -27%
PPWM
2198
Paragon Private Wealth Management
Kentucky
$292K -$25.3K -294 -7%
COFSG
2199
Carbahal Olsen Financial Services Group
California
$291K -$1.03K -12 -0.3%
LWA
2200
Lifelong Wealth Advisors
Minnesota
$290K +$172 +2 +0.1%
86 87
88
89 90