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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
2351
CNB Bank
Pennsylvania
$207K – – –
HHRDM
2352
H&H Retirement Design & Management
Nevada
$207K +$195K +2,407 New
KOC
2353
Koss-Olinger Consulting
Florida
$207K -$87.3K -1,076 -29%
CCG
2354
Cypress Capital Group
Florida
$207K -$7.79K -96 -4%
SFWC
2355
Strategic Family Wealth Counselors
New Jersey
$207K +$200K +2,465 New
SWM
2356
Seed Wealth Management
Illinois
$205K -$97.3K -1,200 -33%
EFL
2357
ERn Financial LLC
Wisconsin
$205K +$198K +2,441 New
IA
2358
Intellus Advisors
Florida
$205K +$198K +2,440 New
VIA
2359
Victrix Investment Advisors
Florida
$204K +$197K +2,433 New
FAN
2360
Financial Advisors Network
California
$204K +$197K +2,430 New
ACA
2361
American Capital Advisory
Idaho
$203K -$11.9K -147 -6%
FBFS
2362
First Business Financial Services
Wisconsin
$203K +$197K +2,425 New
OIS
2363
Okabena Investment Services
Minnesota
$203K +$197K +2,425 New
CSA
2364
Cornerstone Select Advisors
Missouri
$203K +$196K +2,422 New
AI
2365
Auour Investments
Massachusetts
$202K +$196K +2,413 New
LJHT
2366
Laurie J. Hall Trustee
$202K +$196K +2,412 New
BFA
2367
Bright Financial Advisors
Michigan
$202K +$196K +2,411 New
PAG
2368
Paladin Advisory Group
Iowa
$202K – – –
GD
2369
Grandfield & Dodd
New York
$200K +$194K +2,391 New
VHAM
2370
Van Hulzen Asset Management
California
$200K +$194K +2,391 New
EFSCE
2371
Enterprise Financial Services Corp (EFSC)
Missouri
$200K -$36.8K -454 -16%
EBA
2372
Eagle Bay Advisors
New York
$200K +$194K +2,390 New
RW
2373
Rede Wealth
Virginia
$200K +$194K +2,390 New
BWMG
2374
Barnes Wealth Management Group
California
$200K +$194K +2,390 New
LT
2375
Legacy Trust
Michigan
$196K +$190K +2,341 New
93 94
95
96 97