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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2276
Horst & Graben Wealth Management
Oregon
$298K +$174 +2 +0.1%
CIA
2277
Caledonia Investments (Australia)
Australia
$298K – – –
KOMWMG
2278
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K +$1.48K +17 +0.5%
DDC
2279
DF Dent & Co
Maryland
$297K -$171K -1,965 -38%
BAM
2280
Brave Asset Management
New Jersey
$297K – – –
GWM
2281
Greenwich Wealth Management
Connecticut
$297K – – –
BFC
2282
Blue Fin Capital
Rhode Island
$296K +$3.3K +38 +1%
IAS
2283
Investment Advisory Services
Texas
$296K +$14K +161 +5%
WA
2284
Walsh & Associates
Florida
$295K +$275K +3,167 New
AGC
2285
August Group Capital
$295K +$275K +3,166 New
PCM
2286
Penserra Capital Management
California
$295K -$3.82K -44 -1%
FWM
2287
Forza Wealth Management
Florida
$295K – – –
VCM
2288
Vivaldi Capital Management
Illinois
$294K -$9.2K -106 -3%
WPW
2289
Watershed Private Wealth
Illinois
$294K +$274K +3,158 New
KCP
2290
Kera Capital Partners
California
$294K +$23.9K +275 +9%
AP
2291
Atwood & Palmer
Missouri
$294K – – –
JWS
2292
Juncture Wealth Strategies
Arizona
$294K – – –
TAP
2293
Tounjian Advisory Partners
Florida
$293K -$14.2K -164 -5%
SCA
2294
Scott Capital Advisors
Oregon
$293K -$3.65K -42 -1%
4A
2295
4Wealth Advisors
Illinois
$293K +$273K +3,140 New
WSFG
2296
Wall Street Financial Group
Illinois
$292K +$18.8K +217 +7%
HFAS
2297
Hummer Financial Advisory Services
Illinois
$291K – – –
EV
2298
EJMK Ventures
Illinois
$291K +$271K +3,121 New
CMF
2299
Counterpoint Mutual Funds
California
$291K -$78.6K -905 -22%
OWM
2300
Omnitrust Wealth Management
Florida
$290K +$270K +3,108 New
90 91
92
93 94