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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2451
WT Wealth Management
Arizona
$205K -$21.5K -250 -9%
FWA
2452
Flagship Wealth Advisors
Massachusetts
$205K – – –
BIM
2453
Baldwin Investment Management
Pennsylvania
$205K +$17.2K +200 +8%
BWM
2454
BCS Wealth Management
Tennessee
$205K -$284K -3,309 -56%
CFFP
2455
Center for Financial Planning
Michigan
$204K – – –
PIP
2456
Peachtree Investment Partners
Florida
$204K – – –
PCH
2457
PGIM Custom Harvest
New Jersey
$204K -$66.7K -777 -23%
MAG
2458
Meadowbrook Advisors Group
New Jersey
$204K +$220K +2,559 New
SC
2459
Saturna Capital
Washington
$204K – – –
KFA
2460
Kapstone Financial Advisors
Ohio
$204K – – –
IIA
2461
IPG Investment Advisors
California
$203K -$1.5M -17,479 -87%
AF
2462
Affiance Financial
Minnesota
$203K – – –
CS
2463
Capital Square
Tennessee
$203K +$3.18K +37 +1%
WAOI
2464
Wealth Advisors of Iowa
Iowa
$203K +$219K +2,549 New
SFS
2465
Security Financial Services
Indiana
$202K +$12.7K +148 +6%
IA
2466
Intellus Advisors
Florida
$202K -$2.06K -24 -0.9%
SA
2467
Sovran Advisors
California
$202K – – –
MKC
2468
M. Kraus & Co
Vermont
$202K – – –
SWM
2469
Sculati Wealth Management
Michigan
$202K -$29.1K -339 -12%
TCOTS
2470
Trust Company of the South
North Carolina
$201K – – –
GWP
2471
Gen-Wealth Partners
Michigan
$201K -$21.3K -248 -9%
ILI
2472
Invesco LLC (Illinois)
Illinois
$201K – – –
BONST
2473
Bank of Nova Scotia Trust
Ontario, Canada
$201K -$6.01K -70 -3%
AWM
2474
Abound Wealth Management
Tennessee
$200K +$11.5K +134 +6%
ORAM
2475
One River Asset Management
Connecticut
$196K +$212K +2,464 New
97 98
99
100 101