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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
701
Convergence Investment Partners
Florida
$3.78M -$502K -6,691 -11%
ABC
702
Associated Banc-Corp
Wisconsin
$3.78M +$62K +826 +2%
QCIG
703
Quad-Cities Investment Group
Iowa
$3.76M -$15.1K -201 -0.4%
HNB
704
Huntington National Bank
Ohio
$3.74M -$211K -2,811 -5%
LA
705
LBP AM
France
$3.74M -$80.4K -1,071 -2%
FCM
706
Fieldview Capital Management
Michigan
$3.74M +$2.25M +30,030 +136%
CCM
707
Coldstream Capital Management
Washington
$3.74M +$153K +2,033 +4%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$3.72M +$44.1K +587 +1%
NG
709
Norden Group
Utah
$3.69M -$239K -3,179 -6%
3IP
710
3Chopt Investment Partners
Virginia
$3.68M +$268K +3,568 +7%
CG
711
Cynosure Group
Utah
$3.68M -$3.84M -51,198 -50%
PWG
712
Portside Wealth Group
Utah
$3.67M -$405K -5,398 -10%
SW
713
Simplicity Wealth
New Jersey
$3.67M +$2.38M +31,716 +164%
FNBT
714
FineMark National Bank & Trust
Florida
$3.66M -$6.91K -92 -0.2%
FPAS
715
Focus Partners Advisor Solutions
Missouri
$3.65M +$136K +1,812 +4%
AWM
716
Axxcess Wealth Management
California
$3.64M -$1.79M -23,852 -32%
PIWA
717
Prevail Innovative Wealth Advisors
Kansas
$3.64M +$3.81M +50,725 New
RFC
718
Regions Financial Corp
Alabama
$3.64M -$687K -9,154 -15%
PBC
719
Pavion Blue Capital
California
$3.64M -$7.21K -96 -0.2%
4WM
720
44 Wealth Management
Oregon
$3.64M +$12.1K +161 +0.3%
SCA
721
Stonebridge Capital Advisors
Minnesota
$3.64M -$58.9K -784 -2%
CIC
722
Cornercap Investment Counsel
Georgia
$3.64M -$40.2K -536 -1%
LRWA
723
Long Run Wealth Advisors
New York
$3.63M +$3.8M +50,550 New
SCM
724
SOL Capital Management
Maryland
$3.63M – – –
AFS
725
Aft Forsyth & Sober
Florida
$3.62M +$30K +400 +0.8%
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