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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
601
Synovus Financial
Georgia
$3.59M -$2.12M -49,074 -40%
PWG
602
Portside Wealth Group
Utah
$3.58M -$277K -6,419 -8%
FTDI
603
First Trust Direct Indexing
Massachusetts
$3.58M +$411K +9,522 +15%
MS
604
Maven Securities
Jersey
$3.57M -$528K -12,244 -14%
KA
605
Kerrisdale Advisers
Florida
$3.57M – – –
GCAC
606
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.57M -$95.5K -2,212 -3%
BFS
607
Bradley Foster & Sargent
Connecticut
$3.55M -$176K -4,088 -5%
FA
608
FDx Advisors
Illinois
$3.53M +$473K +10,971 +18%
EGM
609
Engineers Gate Manager
New York
$3.49M +$1.33M +30,752 +77%
GT
610
Greenleaf Trust
Michigan
$3.47M +$53K +1,229 +2%
WS
611
Wedbush Securities
California
$3.47M +$538K +12,469 +21%
AWM
612
Apollon Wealth Management
South Carolina
$3.44M +$911K +21,113 +43%
SF
613
Slagle Financial
Illinois
$3.41M +$2.95M +68,356 +97%
CANC
614
Culbertson A N & Co
Virginia
$3.41M -$194K -4,500 -6%
SS
615
Simplicity Solutions
Minnesota
$3.38M +$67K +1,553 +2%
HAG
616
HighPoint Advisor Group
Illinois
$3.36M +$2.56M +59,273 New
BCM
617
Bayesian Capital Management
New York
$3.36M +$2.95M +68,302 New
WF
618
Welch & Forbes
Massachusetts
$3.35M -$149K -3,446 -5%
IAA
619
Independent Advisor Alliance
North Carolina
$3.35M -$51.8K -1,200 -2%
JF
620
Jump Financial
Illinois
$3.34M +$2.93M +67,891 New
DWP
621
Daymark Wealth Partners
Ohio
$3.31M -$179K -4,156 -6%
SP
622
SWS Partners
Ohio
$3.26M -$261K -6,041 -8%
KS
623
Karpas Strategies
Connecticut
$3.26M +$13K +301 +0.5%
ATC
624
Argent Trust Co
Tennessee
$3.24M -$392K -9,075 -12%
AWM
625
Axxcess Wealth Management
California
$3.22M +$519K +12,026 +23%
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