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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
2226
Kera Capital Partners
California
$236K +$212K +2,947 New
HWM
2227
Hemington Wealth Management
Virginia
$236K +$30.9K +428 +17%
UFA
2228
Uptown Financial Advisors
Texas
$236K – – –
EIA
2229
Edgemoor Investment Advisors
Maryland
$234K +$1.3K +18 +0.6%
BOH
2230
Bank of Hawaii
Hawaii
$234K -$18.1K -251 -8%
GWM
2231
GDS Wealth Management
Texas
$233K +$8.94K +124 +4%
RL
2232
Retireful LLC
Michigan
$233K +$210K +2,914 New
KL
2233
KWMG LLC
Kansas
$233K +$1.51K +21 +0.7%
BW
2234
Blalock Williams
Alabama
$233K -$1.15K -16 -0.5%
QL
2235
Quarry LP
New York
$230K -$354K -4,915 -63%
NLP
2236
Next Level Private
New York
$230K +$2.02K +28 +1%
AT
2237
American Trust
Kentucky
$229K -$5.19K -72 -2%
HFP
2238
Holistic Financial Partners
Indiana
$229K +$206K +2,860 New
CPC
2239
Cookson Peirce & Co
Pennsylvania
$229K +$206K +2,854 New
VBA
2240
von Borstel & Associates
Oregon
$228K +$2.31K +32 +1%
MFF
2241
Michels Family Financial
Texas
$228K +$577 +8 +0.3%
EFSCE
2242
Enterprise Financial Services Corp (EFSC)
Missouri
$228K +$205K +2,845 New
IWN
2243
Independent Wealth Network
Iowa
$228K +$3.89K +54 +2%
NWA
2244
New World Advisors
Massachusetts
$228K +$205K +2,842 New
LSA
2245
Lion Street Advisors
Texas
$226K +$203K +2,820 New
PIA
2246
Powell Investment Advisors
Florida
$226K – – –
IF
2247
Ironwood Financial
Arizona
$225K – – –
JC
2248
JB Capital
Connecticut
$224K +$721 +10 +0.4%
ERWM
2249
Elk River Wealth Management
Colorado
$224K – – –
NC
2250
NewSquare Capital
Pennsylvania
$224K +$53.3K +739 +36%
88 89
90
91 92