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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2201
Blalock Williams
Alabama
$333K +$35.4K +408 +13%
OPWM
2202
Oregon Pacific Wealth Management
Oregon
$333K -$7.12K -82 -2%
SCA
2203
Sandy Cove Advisors
Massachusetts
$332K +$11.6K +134 +4%
IA
2204
IFC Advisors
California
$331K +$35.2K +405 +13%
FOA
2205
Five Oceans Advisors
California
$331K +$781 +9 +0.3%
BW
2206
BXM Wealth
Colorado
$331K -$49.4K -569 -14%
EFG
2207
Everest Financial Group
Minnesota
$330K +$308K +3,545 New
WI
2208
Wedgewood Investors
Pennsylvania
$330K – – –
CWA
2209
Consilio Wealth Advisors
Washington
$330K +$434 +5 +0.1%
EWS
2210
Eagle Wealth Strategies
New Jersey
$329K -$3.3K -38 -1%
PAG
2211
Powers Advisory Group
Illinois
$327K +$955 +11 +0.3%
SFC
2212
Sprinkle Financial Consultants
Colorado
$327K – – –
B
2213
BetterWealth
California
$327K -$2.87K -33 -0.9%
CIS
2214
Custom Index Systems
New York
$326K – – –
MWM
2215
McMill Wealth Management
Nebraska
$325K – – –
PSP
2216
Pacific Sage Partners
Washington
$325K +$12.4K +143 +4%
HFS
2217
Howard Financial Services
Texas
$325K +$56K +645 +23%
A
2218
Alongside
Texas
$325K +$303K +3,486 New
CCFM
2219
Clear Creek Financial Management
Washington
$324K +$35.5K +409 +13%
DOA
2220
D'Orazio & Associates
Virginia
$324K +$3.65K +42 +1%
RFN
2221
RDA Financial Network
Iowa
$324K +$31K +357 +11%
LWM
2222
Lionshead Wealth Management
New York
$324K +$4.6K +53 +2%
WWM
2223
Westwood Wealth Management
California
$324K +$302K +3,473 New
WDG
2224
Wealth Dimensions Group
Ohio
$324K – – –
NG
2225
Northstar Group
New York
$323K – – –
87 88
89
90 91