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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
2326
Third View Private Wealth
Connecticut
$260K -$69.3K -862 -21%
JWS
2327
Juncture Wealth Strategies
Arizona
$260K – – –
HC
2328
Hamilton Capital
Ohio
$260K +$253K +3,148 New
MA
2329
MKT Advisors
California
$260K -$18.2K -226 -7%
IAS
2330
Integrity Advisory Solutions
Texas
$259K +$252K +3,139 New
WPW
2331
Watershed Private Wealth
Illinois
$259K – – –
WMP
2332
Wealth Management Partners
Arizona
$258K -$8.92K -111 -3%
HFAS
2333
Hummer Financial Advisory Services
Illinois
$258K – – –
GSIAS
2334
Garden State Investment Advisory Services
New Jersey
$258K -$153K -1,910 -38%
HWA
2335
Heartwood Wealth Advisors
Virginia
$258K – – –
LFWA
2336
LiftPoint Family Wealth Advisors
New Jersey
$257K +$28.7K +357 +13%
CVA
2337
Central Valley Advisors
California
$257K -$9.4K -117 -4%
NC
2338
North Capital
Utah
$257K -$151K -1,881 -38%
IPWA
2339
International Private Wealth Advisors
California
$256K +$241 +3 +0.1%
GAB
2340
German American Bancorp
Indiana
$256K +$249K +3,103 New
SCA
2341
Scott Capital Advisors
Oregon
$256K -$2.49K -31 -1%
MFG
2342
Mission Financial Group
Nevada
$256K +$249K +3,096 New
AF
2343
Abound Financial
California
$255K – – –
NCMW
2344
Northern Capital Management (Washington)
Washington
$255K – – –
WDG
2345
Wealth Dimensions Group
Ohio
$254K -$54.6K -679 -18%
WA
2346
Walsh & Associates
Florida
$253K -$8.52K -106 -3%
PPWM
2347
Paragon Private Wealth Management
Kentucky
$253K -$48.3K -601 -16%
FWA
2348
Flagship Wealth Advisors
Massachusetts
$253K +$40.2K +500 +20%
AAMG
2349
AMG Asset Management Group
Georgia
$251K +$11.8K +147 +5%
MAM
2350
McLean Asset Management
Virginia
$251K -$6.91K -86 -3%
92 93
94
95 96