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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2251
NewSquare Capital
Pennsylvania
$224K +$53.3K +739 +36%
WSWA
2252
Warren Street Wealth Advisors
California
$224K +$202K +2,798 New
UCB
2253
United Community Bank
South Carolina
$224K +$2.52K +35 +1%
CCAM
2254
Cascades Capital Asset Management
North Carolina
$224K +$69.8K +968 +53%
IP
2255
Investment Partners
Ohio
$224K +$201K +2,790 New
FC
2256
Fusion Capital
South Carolina
$223K +$201K +2,788 New
AI
2257
AXS Investments
New York
$223K -$61.6K -854 -23%
JTWM
2258
Jackson Thornton Wealth Management
Alabama
$223K +$197K +2,728 New
WAS
2259
Winch Advisory Services
Wisconsin
$222K +$1.01K +14 +0.5%
CWM
2260
Cherrydale Wealth Management
New Jersey
$222K +$200K +2,769 New
AWA
2261
AGH Wealth Advisors
Kansas
$222K +$200K +2,767 New
MHWM
2262
Montz Harcus Wealth Management
Louisiana
$222K +$199K +2,765 New
QPW
2263
Quantum Private Wealth
Florida
$220K +$198K +2,750 New
ACA
2264
Aspire Capital Advisors
Washington
$220K +$198K +2,746 New
SA
2265
Skyline Advisors
Washington
$220K +$198K +2,742 New
WA
2266
WBH Advisory
Maryland
$219K -$4.4K -61 -2%
ACA
2267
Affinity Capital Advisors
California
$219K -$113K -1,570 -36%
PSFG
2268
Park Square Financial Group
Georgia
$219K -$2.6K -36 -1%
WPA
2269
West Paces Advisors
Georgia
$218K -$5.05K -70 -3%
BDF
2270
Black Diamond Financial
Maryland
$218K -$154K -2,134 -44%
JWCA
2271
J.W. Coons Advisors
Ohio
$218K +$196K +2,720 New
VFP
2272
Verus Financial Partners
Virginia
$218K +$192K +2,661 New
ACC
2273
Acorn Creek Capital
Colorado
$218K +$196K +2,715 New
TPWA
2274
Twin Peaks Wealth Advisors
California
$217K +$197K +2,734 New
WWA
2275
Wealth Watch Advisors
Colorado
$217K +$132K +1,829 New
89 90
91
92 93