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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
2851
Investors Portfolio Services
Washington
$2.65K -$1.04K -13 -29%
TFA
2852
Toth Financial Advisory
Virginia
$2.31K -$17.6K -219 -89%
FA
2853
Fedenia Advisers
Wisconsin
$2.23K +$2.17K +27 New
NWM
2854
Navigoe Wealth Management
California
$2K +$2.33K +29 New
SA
2855
Seneschal Advisors
Washington
$1.98K – – –
MIM
2856
Marshall Investment Management
Colorado
$1.9K +$1.85K +23 New
NWMP
2857
Noble Wealth Management PBC
Colorado
$1.82K +$1.77K +22 New
NL
2858
NorthAvenue LLC
Ohio
$1.32K – – –
CI
2859
Cordant Inc
Oregon
$1.32K +$1.29K +16 New
FW
2860
Fairway Wealth
Ohio
$1.24K +$1.21K +15 New
KPP
2861
Kings Path Partners
Texas
$1.16K -$31K -386 -97%
DWA
2862
Delos Wealth Advisors
Texas
$1.16K +$1.13K +14 New
MCA
2863
Maryland Capital Advisors
Maryland
$579 +$563 +7 New
SVWA
2864
Sarver Vrooman Wealth Advisors
Missouri
$429 – – –
P
2865
Palladiem
Pennsylvania
$413 – – –
BWM
2866
Bullock Wealth Management
Indiana
$277 +$241 +3 New
WCM
2867
Westend Capital Management
California
$193 – – –
NCM
2868
Nearwater Capital Markets
Ireland
– -$79.9M -1,004,000 Closed
COPPSERS
2869
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$57.4M -720,399 Closed
BCP
2870
BSN Capital Partners
United Kingdom
– -$39M -460,031 Closed
BSA
2871
Braun Stacey Associates
New York
– -$30.7M -386,044 Closed
MMA
2872
Mizuho Markets Americas
New York
– -$19.1M -240,000 Closed
AS
2873
Aware Super
Australia
– -$18M -226,394 Closed
REST
2874
Retail Employees Superannuation Trust
– -$16M -201,283 Closed
HCM
2875
Hilton Capital Management
New York
– -$7.84M -98,541 Closed
113 114
115
116 117