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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
2251
Index Fund Advisors
California
$287K +$9.32K +116 +3%
EFG
2252
Elevated Financial Group
Indiana
$286K +$56.3K +701 +25%
DCA
2253
DB&C Advisors
Michigan
$285K +$1.13K +14 +0.4%
PAG
2254
Private Advisory Group
Washington
$285K -$43.2K -537 -13%
CWA
2255
Consilio Wealth Advisors
Washington
$285K +$4.58K +57 +2%
EBA
2256
Eagle Bay Advisors
New York
$285K +$33.1K +412 +14%
API
2257
Asset Planning Inc
California
$285K +$1.37K +17 +0.5%
CFS
2258
Compass Financial Services
Iowa
$284K -$66.1K -823 -19%
BWP
2259
BSW Wealth Partners
Colorado
$284K -$6.83K -85 -2%
VWA
2260
Vistica Wealth Advisors
California
$284K -$1.37K -17 -0.5%
LWM
2261
Lionshead Wealth Management
New York
$284K +$3.62K +45 +1%
MWA
2262
Motive Wealth Advisors
Michigan
$284K -$15.7K -195 -5%
LWCFA
2263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K -$48.6K -605 -15%
UWPG
2264
Ullmann Wealth Partners Group
Florida
$284K +$9.64K +120 +4%
CCAM
2265
Cascades Capital Asset Management
North Carolina
$283K -$16.2K -202 -6%
JGIA
2266
Jackson Grant Investment Advisers
Connecticut
$283K – – –
SCG
2267
Sonata Capital Group
Washington
$282K -$80.4K -1,000 -23%
VAM
2268
Verity Asset Management
North Carolina
$282K +$274K +3,407 New
BWS
2269
BCR Wealth Strategies
Alabama
$281K – – –
ABLA
2270
Alan B. Lancz & Associates
Ohio
$281K – – –
AIP
2271
Avail Investment Partners
Pennsylvania
$280K +$273K +3,394 New
CPC
2272
Consolidated Planning Corp
Georgia
$280K +$3.54K +44 +1%
VFP
2273
Verus Financial Partners
Virginia
$279K +$321 +4 +0.1%
HA
2274
HFG Advisors
Ohio
$279K -$25.4K -316 -9%
FGWP
2275
Founders Grove Wealth Partners
Virginia
$279K +$271K +3,376 New
89 90
91
92 93