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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
2251
Hoxton Planning & Management
West Virginia
$308K +$7.21K +83 +3%
FWP
2252
Flatrock Wealth Partners
California
$308K +$287K +3,307 New
CPCP
2253
Cedar Point Capital Partners
Iowa
$308K -$1.74K -20 -0.6%
JWM
2254
Johnson Wealth Management
North Dakota
$308K -$5.82K -67 -2%
WCM
2255
Washington Capital Management
Washington
$308K – – –
VWA
2256
Vistica Wealth Advisors
California
$307K +$286K +3,289 New
HA
2257
HC Advisors
Georgia
$306K – – –
RPGK
2258
Retirement Planning Group (Kansas)
Kansas
$306K +$52.8K +608 +23%
CAM
2259
Claret Asset Management
Quebec, Canada
$306K -$6.86K -79 -2%
HC
2260
Hara Capital
Washington
$305K – – –
ACA
2261
Affinity Capital Advisors
California
$305K +$40.2K +463 +17%
CFA
2262
Capstone Financial Advisors
Illinois
$304K -$4.17K -48 -1%
FM
2263
Foster & Motley
Ohio
$304K -$8.51K -98 -3%
GIA
2264
Guyasuta Investment Advisors
Pennsylvania
$304K +$87 +1 +0%
PCMC
2265
Paragon Capital Management (Colorado)
Colorado
$303K – – –
BIG
2266
Builder Investment Group
Georgia
$303K – – –
RC
2267
Rovin Capital
Arizona
$302K -$1.04K -12 -0.4%
GWM
2268
GDS Wealth Management
Texas
$302K – – –
FWM
2269
Finer Wealth Management
Massachusetts
$301K – – –
OIS
2270
Okabena Investment Services
Minnesota
$301K +$69.5K +800 +33%
BSB
2271
Bangor Savings Bank
Maine
$300K +$24.7K +285 +10%
SPI
2272
Sutton Place Investors
New York
$300K -$2.69K -31 -1%
API
2273
Asset Planning Inc
California
$300K +$1.3K +15 +0.5%
BWM
2274
BNC Wealth Management
Oregon
$300K – – –
CSB
2275
City State Bank
Iowa
$300K +$24.7K +285 +10%
89 90
91
92 93