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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
2351
Jackson Thornton Wealth Management
Alabama
$271K +$244K +2,811 New
KL
2352
KWMG LLC
Kansas
$270K -$3.04K -35 -1%
HPBT
2353
Hickory Point Bank & Trust
Illinois
$270K – – –
HNWA
2354
Henrickson Nauta Wealth Advisors
Michigan
$269K +$242K +2,792 New
SFG
2355
Sunburst Financial Group
Alabama
$269K – – –
NC
2356
NewSquare Capital
Pennsylvania
$268K +$868 +10 +0.3%
SWM
2357
Sculati Wealth Management
Michigan
$268K -$17.3K -199 -6%
SP
2358
Symmetry Partners
Connecticut
$268K +$3.73K +43 +2%
USWIA
2359
UP Strategic Wealth Investment Advisors
Pennsylvania
$268K – – –
IP
2360
Investment Partners
Ohio
$268K +$608 +7 +0.2%
WI
2361
WBI Investments
New Jersey
$268K +$347 +4 +0.1%
OCM
2362
Orion Capital Management
California
$267K +$174 +2 +0.1%
NB
2363
Northwest Bancshares
Pennsylvania
$267K -$6.51K -75 -3%
IWN
2364
Independent Wealth Network
Iowa
$266K +$434 +5 +0.2%
AWA
2365
A4 Wealth Advisors
North Carolina
$266K -$74.6K -859 -23%
BWA
2366
Blodgett Wealth Advisors
California
$265K +$247K +2,846 New
MHWM
2367
Montz Harcus Wealth Management
Louisiana
$264K +$5.21K +60 +2%
TWP
2368
Tempus Wealth Planning
California
$264K -$41.5K -478 -14%
AWM
2369
Aries Wealth Management
Maine
$264K +$11.3K +130 +5%
EWM
2370
Endowment Wealth Management
Wisconsin
$264K -$73.6K -848 -23%
PWM
2371
Power Wealth Management
Georgia
$263K -$130K -1,499 -35%
WWM
2372
WT Wealth Management
Arizona
$263K -$4.86K -56 -2%
XWL
2373
XXI Wealth LLC
Illinois
$263K +$245K +2,818 New
PIA
2374
Powell Investment Advisors
Florida
$263K – – –
BIA
2375
Bell Investment Advisors
California
$262K -$93.8K -1,081 -28%
93 94
95
96 97