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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2201
Lifelong Wealth Advisors
Minnesota
$303K +$1.37K +17 +0.5%
COFSG
2202
Carbahal Olsen Financial Services Group
California
$302K – – –
KAM
2203
Knightsbridge Asset Management
California
$302K +$294K +3,658 New
PSP
2204
Principal Street Partners
Tennessee
$301K -$40.4K -503 -12%
TWA
2205
TCI Wealth Advisors
Arizona
$301K -$44.8K -557 -13%
WRPWM
2206
Werba Rubin Papier Wealth Management
California
$300K -$53K -659 -15%
DOA
2207
D'Orazio & Associates
Virginia
$300K +$10.8K +135 +4%
FOA
2208
Five Oceans Advisors
California
$300K +$10K +125 +4%
NWM
2209
Nolet Wealth Management
Texas
$299K -$321 -4 -0.1%
TCOTS
2210
Trust Company of the South
North Carolina
$299K +$87.7K +1,091 +43%
ARG
2211
Advisory Resource Group
Oklahoma
$299K +$41.5K +516 +17%
VV
2212
Verity & Verity
South Carolina
$298K – – –
CCFM
2213
Clear Creek Financial Management
Washington
$298K -$2.57K -32 -0.9%
UAG
2214
United Advisor Group
Ohio
$298K -$31.3K -389 -10%
CFS
2215
Cannon Financial Strategists
Georgia
$298K +$289K +3,600 New
RA
2216
Rise Advisors
New York
$297K +$16.6K +207 +6%
NWA
2217
Navis Wealth Advisors
New York
$295K -$402 -5 -0.1%
ACA
2218
Affinity Capital Advisors
California
$295K -$643 -8 -0.2%
FFA
2219
Fi3 Financial Advisors
Indiana
$295K -$36.6K -455 -13%
TNBTD
2220
Trustmark National Bank Trust Department
Mississippi
$294K -$36.3K -452 -11%
SFGP
2221
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$294K -$161 -2 -0.1%
W
2222
Wealthquest
Ohio
$294K +$6.51K +81 +2%
UOTTAIMCU
2223
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$294K +$286K +3,555 New
AMBIA
2224
Allen Mooney & Barnes Investment Advisors
Georgia
$294K -$38.2K -475 -12%
SAM
2225
Sagewood Asset Management
New York
$293K +$285K +3,548 New
87 88
89
90 91