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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2326
WealthPLAN Partners
Nebraska
– -$244K -4,106 Closed
HWMG
2327
Hurlow Wealth Management Group
Indiana
– -$239K -4,017 Closed
ANB
2328
Amarillo National Bank
Texas
– -$237K -3,985 Closed
OWMIAS
2329
One Wealth Management Investment & Advisory Services
Florida
– -$235K -3,963 Closed
FCB
2330
First County Bank
Connecticut
– -$233K -3,931 Closed
MSAM
2331
Moloney Securities Asset Management
Missouri
– -$233K -3,923 Closed
PAG
2332
Powers Advisory Group
Illinois
– -$233K -3,917 Closed
AT
2333
American Trust
Kentucky
– -$232K -3,913 Closed
GFG
2334
Goldstone Financial Group
Illinois
– -$232K -3,899 Closed
FSC
2335
Full Sail Capital
Oklahoma
– -$230K -3,881 Closed
OHWP
2336
Oak Harbor Wealth Partners
North Carolina
– -$228K -3,839 Closed
MCCA
2337
Mill Creek Capital Advisors
Pennsylvania
– -$227K -3,816 Closed
FFA
2338
First Foundation Advisors
California
– -$226K -3,797 Closed
WP
2339
WMS Partners
Maryland
– -$223K -3,753 Closed
SFO
2340
Stokes Family Office
Louisiana
– -$217K -3,654 Closed
CC
2341
Copperleaf Capital
North Carolina
– -$213K -3,579 Closed
FAT
2342
First American Trust
California
– -$212K -3,568 Closed
FWM
2343
Finer Wealth Management
Massachusetts
– -$211K -3,551 Closed
PWMG
2344
Pinnacle Wealth Management Group
Michigan
– -$211K -3,550 Closed
W
2345
Wealthquest
Ohio
– -$211K -3,548 Closed
OA
2346
Oxbow Advisors
Texas
– -$210K -3,533 Closed
SPAS
2347
Spectrum Planning & Advisory Services
California
– -$203K -3,529 Closed
BFA
2348
Buttonwood Financial Advisors
Maryland
– -$209K -3,518 Closed
CF
2349
Convergence Financial
Missouri
– -$209K -3,518 Closed
MCWS
2350
McKinley Carter Wealth Services
West Virginia
– -$209K -3,516 Closed
92 93
94
95 96