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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
626
Shell Asset Management
Netherlands
$2.6M +$705K +16,327 +34%
FTDI
627
First Trust Direct Indexing
Massachusetts
$2.58M +$67K +1,552 +3%
HWM
628
HB Wealth Management
Georgia
$2.58M +$414K +9,591 +18%
CMTU
629
Capital Markets Trading (UK)
United Kingdom
$2.57M +$162K +3,763 +6%
FFN
630
Focus Financial Network
Minnesota
$2.57M +$22.5K +520 +0.8%
CCM
631
CAAS Capital Management
New York
$2.54M +$2.68M +62,128 New
BTWM
632
Baker Tilly Wealth Management
Wisconsin
$2.53M -$3.97M -92,001 -60%
WJWM
633
Williams Jones Wealth Management
New York
$2.51M -$220K -5,090 -8%
ICM
634
IMS Capital Management
Oregon
$2.5M – – –
GSEP
635
Golden State Equity Partners
California
$2.49M +$1.77M +41,007 +205%
BCM
636
BlueCrest Capital Management
Jersey
$2.48M +$2.62M +60,771 New
PFPT
637
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.48M -$292K -6,767 -10%
FA
638
FDx Advisors
Illinois
$2.48M +$209K +4,839 +9%
SCI
639
S&CO Inc
Massachusetts
$2.47M -$24.6K -570 -0.9%
DIG
640
DeepCurrents Investment Group
New York
$2.47M +$127K +2,949 +5%
PB
641
Pinnacle Bancorp
Nebraska
$2.46M -$449K -10,397 -15%
RVM
642
Robinson Value Management
Texas
$2.46M +$9.2K +213 +0.4%
SW
643
SVB Wealth
Massachusetts
$2.43M -$277K -6,408 -10%
PCTC
644
Perkins Coie Trust Company
Washington
$2.42M -$165K -3,820 -6%
AGC
645
Aspen Grove Capital
Colorado
$2.38M -$949K -21,988 -27%
ACM
646
Argyle Capital Management
Pennsylvania
$2.37M – – –
WS
647
Wedbush Securities
California
$2.37M -$934K -21,622 -27%
KWA
648
Kingswood Wealth Advisors
California
$2.36M +$2M +46,303 +404%
USCWA
649
U.S. Capital Wealth Advisors
Texas
$2.36M -$64.2K -1,486 -3%
LBC
650
Lowe Brockenbrough & Co
Virginia
$2.35M -$172K -3,993 -6%
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