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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
651
Kestra Private Wealth Services
Texas
$2.62M -$133K -3,034 -4%
KWM
652
Kingsview Wealth Management
Oregon
$2.6M -$1.09M -24,752 -27%
TGAM
653
TBH Global Asset Management
Tennessee
$2.6M +$2.91M +66,371 New
CRC
654
Curi RMB Capital
Illinois
$2.6M +$2.16M +49,294 +290%
MCM
655
MAI Capital Management
Ohio
$2.6M +$65.7K +1,498 +2%
CHAM
656
Clear Harbor Asset Management
Connecticut
$2.59M -$1.57M -35,743 -35%
USCWA
657
U.S. Capital Wealth Advisors
Texas
$2.55M -$19.9K -453 -0.7%
MGP
658
Metis Global Partners
California
$2.55M -$75.5K -1,721 -3%
MIAN
659
Mariner Independent Advisor Network
Kansas
$2.55M +$114K +2,604 +4%
KCM
660
Kanawha Capital Management
Virginia
$2.54M -$194K -4,430 -6%
LBC
661
Lowe Brockenbrough & Co
Virginia
$2.54M – – –
IC
662
IEQ Capital
California
$2.51M -$736K -16,778 -21%
LDB
663
Lee, Danner & Bass
Tennessee
$2.51M +$344K +7,834 +14%
PRS
664
Pinkerton Retirement Specialists
Idaho
$2.5M +$4.7K +107 +0.2%
WJWM
665
Williams Jones Wealth Management
New York
$2.5M +$91.6K +2,087 +3%
VCM
666
Vetamer Capital Management
California
$2.5M +$2.8M +63,748 New
PCTC
667
Perkins Coie Trust Company
Washington
$2.49M +$172K +3,911 +7%
HNB
668
Huntington National Bank
Ohio
$2.48M +$1.45K +33 +0.1%
SJL
669
Shayne & Jacobs LLC
Tennessee
$2.48M – – –
ICM
670
IMS Capital Management
Oregon
$2.47M +$466K +10,610 +20%
CA
671
Cetera Advisors
Colorado
$2.47M -$211K -4,812 -7%
HI
672
Hoey Investments
Pennsylvania
$2.47M +$539K +12,285 +24%
YIA
673
YHB Investment Advisors
Connecticut
$2.46M +$1.19K +27 +0%
SAM
674
Sabadell Asset Management
Spain
$2.46M – – –
SP
675
SWS Partners
Ohio
$2.46M +$75.5K +1,721 +3%
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