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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
701
Dubuque Bank & Trust
Iowa
$2.02M +$35.6K +884 +2%
TAM
702
Trust Asset Management
Texas
$2.02M – – –
SSWM
703
Smith Salley Wealth Management
North Carolina
$2.02M +$1.91M +47,329 New
MYAM
704
Meiji Yasuda Asset Management
Japan
$2.02M -$28K -695 -1%
QI
705
Qtron Investments
Massachusetts
$2.01M – – –
PBC
706
Pavion Blue Capital
California
$2.01M +$8.78K +218 +0.5%
BW
707
Bison Wealth
Georgia
$2M +$165K +4,108 +10%
FI
708
Fosun International
China
$2M – – –
HTC
709
Haverford Trust Company
Pennsylvania
$1.99M -$136K -3,370 -7%
OC
710
Oppenheimer & Co
New York
$1.97M -$121K -3,007 -6%
BOS
711
Bank of Stockton
California
$1.97M -$1.57K -39 -0.1%
UHC
712
Union Heritage Capital
Michigan
$1.96M – – –
GRP
713
Global Retirement Partners
California
$1.95M +$65.1K +1,617 +4%
CI
714
Cigna Investments
Connecticut
$1.95M -$33.3K -828 -2%
SH
715
SeaTown Holdings
Singapore
$1.94M -$11.5M -285,000 -86%
DAS
716
Dynamic Advisor Solutions
Arizona
$1.9M +$576K +14,312 +48%
CAG
717
Crestwood Advisors Group
Massachusetts
$1.87M -$107K -2,667 -6%
RHAM
718
Round Hill Asset Management
California
$1.87M -$12.7K -315 -0.7%
CF
719
Centaurus Financial
California
$1.86M -$230K -5,721 -12%
WB
720
WesBanco Bank
West Virginia
$1.86M -$211K -5,233 -11%
GI
721
GS Investments
Minnesota
$1.81M – – –
FSA
722
Franklin Street Advisors
North Carolina
$1.81M – – –
IA
723
IFP Advisors
Florida
$1.81M -$3.06K -76 -0.2%
CL
724
Choreo LLC
Illinois
$1.8M -$43K -1,069 -2%
FFM
725
Forum Financial Management
Illinois
$1.79M +$41.1K +1,021 +2%
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