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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
2201
Kerr Financial Planning
California
$307K +$1.21K +15 +0.4%
BFA
2202
Beaumont Financial Advisors
Massachusetts
$307K +$19.1K +238 +7%
NS
2203
Northland Securities
Minnesota
$306K – – –
SCA
2204
Sandy Cove Advisors
Massachusetts
$305K +$6.03K +75 +2%
BMO
2205
Beck Mack & Oliver
New York
$304K – – –
JWM
2206
JGP Wealth Management
Oregon
$303K -$30.3K -377 -9%
HBW
2207
Hazlett, Burt & Watson
West Virginia
$303K -$6.35K -79 -2%
FA
2208
Faithward Advisors
Pennsylvania
$303K +$295K +3,665 New
TTWM
2209
TCV Trust & Wealth Management
Virginia
$303K +$5.14K +64 +2%
LWA
2210
Lifelong Wealth Advisors
Minnesota
$303K +$1.37K +17 +0.5%
COFSG
2211
Carbahal Olsen Financial Services Group
California
$302K – – –
KAM
2212
Knightsbridge Asset Management
California
$302K +$294K +3,658 New
PSP
2213
Principal Street Partners
Tennessee
$301K -$40.4K -503 -12%
TWA
2214
TCI Wealth Advisors
Arizona
$301K -$44.8K -557 -13%
WRPWM
2215
Werba Rubin Papier Wealth Management
California
$300K -$53K -659 -15%
DOA
2216
D'Orazio & Associates
Virginia
$300K +$10.8K +135 +4%
FOA
2217
Five Oceans Advisors
California
$300K +$10K +125 +4%
NWM
2218
Nolet Wealth Management
Texas
$299K -$321 -4 -0.1%
TCOTS
2219
Trust Company of the South
North Carolina
$299K +$87.7K +1,091 +43%
ARG
2220
Advisory Resource Group
Oklahoma
$299K +$41.5K +516 +17%
VV
2221
Verity & Verity
South Carolina
$298K – – –
CCFM
2222
Clear Creek Financial Management
Washington
$298K -$2.57K -32 -0.9%
UAG
2223
United Advisor Group
Ohio
$298K -$31.3K -389 -10%
CFS
2224
Cannon Financial Strategists
Georgia
$298K +$289K +3,600 New
RA
2225
Rise Advisors
New York
$297K +$16.6K +207 +6%
87 88
89
90 91