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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2201
Davis Investment Partners
North Carolina
$213K +$208K +3,043 New
VC
2202
Veery Capital
Delaware
$213K +$207K +3,030 New
CF
2203
Convergence Financial
Missouri
$212K +$206K +3,024 New
HPM
2204
Hoxton Planning & Management
West Virginia
$212K +$206K +3,015 New
HFRG
2205
Houlihan Financial Resource Group
Virginia
$211K +$205K +3,009 New
ANC
2206
Ames National Corp
Iowa
$211K +$205K +3,000 New
BWM
2207
Buckley Wealth Management
Nevada
$211K +$205K +3,000 New
TIP
2208
Torray Investment Partners
Maryland
$211K +$205K +3,000 New
SWP
2209
Strategic Wealth Partners
Ohio
$211K +$182K +2,672 New
WDG
2210
Wealth Dimensions Group
Ohio
$210K +$204K +2,995 New
SFG
2211
Sovereign Financial Group
Connecticut
$210K +$204K +2,991 New
GWM
2212
GDS Wealth Management
Texas
$209K +$204K +2,982 New
VCM
2213
Vivaldi Capital Management
Illinois
$209K +$183K +2,687 New
CAM
2214
CPA Asset Management
Florida
$209K +$203K +2,980 New
SWA
2215
SOA Wealth Advisors
New York
$209K – – –
VFG
2216
Victory Financial Group
Texas
$209K +$203K +2,977 New
BWM
2217
BNC Wealth Management
Oregon
$208K -$234K -3,428 -54%
FCA
2218
FLC Capital Advisors
California
$208K +$202K +2,965 New
BFA
2219
Beaumont Financial Advisors
Massachusetts
$208K +$202K +2,958 New
API
2220
Asset Planning Inc
California
$208K +$202K +2,957 New
SSC
2221
Syverson Strege & Co
Iowa
$207K +$201K +2,948 New
VBA
2222
von Borstel & Associates
Oregon
$207K +$201K +2,950 New
UFA
2223
Uptown Financial Advisors
Texas
$207K +$201K +2,940 New
BFWM
2224
Bright Futures Wealth Management
New York
$206K -$42.1K -616 -19%
KWM
2225
Kolinsky Wealth Management
New Jersey
$206K +$200K +2,926 New
87 88
89
90 91