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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
2326
Advisory Solutions Group
Minnesota
$263K +$256K +3,187 New
SPI
2327
Sutton Place Investors
New York
$263K -$4.26K -53 -2%
AWA
2328
Aletheian Wealth Advisors
Washington
$263K +$30.1K +374 +13%
OCWP
2329
Owl Creek Wealth Partners
Colorado
$263K +$6.51K +81 +3%
BFC
2330
Blue Fin Capital
Rhode Island
$263K +$80 +1 +0%
SQA
2331
Simon Quick Advisors
New Jersey
$263K +$17.6K +219 +7%
4A
2332
4Wealth Advisors
Illinois
$262K -$241 -3 -0.1%
IF
2333
Ironwood Financial
Arizona
$262K +$80 +1 +0%
FWM
2334
Forza Wealth Management
Florida
$261K – – –
CAG
2335
Centerpoint Advisory Group
Kansas
$261K -$80.4K -1,000 -24%
TVPW
2336
Third View Private Wealth
Connecticut
$260K -$69.3K -862 -21%
JWS
2337
Juncture Wealth Strategies
Arizona
$260K – – –
HC
2338
Hamilton Capital
Ohio
$260K +$253K +3,148 New
MA
2339
MKT Advisors
California
$260K -$18.2K -226 -7%
IAS
2340
Integrity Advisory Solutions
Texas
$259K +$252K +3,139 New
WPW
2341
Watershed Private Wealth
Illinois
$259K – – –
WMP
2342
Wealth Management Partners
Arizona
$258K -$8.92K -111 -3%
HFAS
2343
Hummer Financial Advisory Services
Illinois
$258K – – –
GSIAS
2344
Garden State Investment Advisory Services
New Jersey
$258K -$153K -1,910 -38%
HWA
2345
Heartwood Wealth Advisors
Virginia
$258K – – –
LFWA
2346
LiftPoint Family Wealth Advisors
New Jersey
$257K +$28.7K +357 +13%
CVA
2347
Central Valley Advisors
California
$257K -$9.4K -117 -4%
NC
2348
North Capital
Utah
$257K -$151K -1,881 -38%
IPWA
2349
International Private Wealth Advisors
California
$256K +$241 +3 +0.1%
GAB
2350
German American Bancorp
Indiana
$256K +$249K +3,103 New
92 93
94
95 96