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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
726
Country Club Bank
Missouri
$2.88M +$3.08M +57,480 New
MSS
727
Mitchell Sinkler & Starr
Pennsylvania
$2.88M – – –
AWM
728
Altium Wealth Management
New York
$2.85M +$373K +6,969 +13%
DDC
729
DF Dent & Co
Maryland
$2.83M +$535K +10,000 +21%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$2.82M +$255K +4,772 +9%
ACM
731
Argyle Capital Management
Pennsylvania
$2.81M -$159K -2,967 -5%
CAM
732
Cresset Asset Management
Illinois
$2.78M -$148K -2,758 -5%
SCM
733
Schnieders Capital Management
California
$2.78M +$213K +3,984 +7%
WPA
734
Winning Points Advisors
Florida
$2.77M +$615K +11,486 +25%
HTC
735
Haverford Trust Company
Pennsylvania
$2.76M +$524K +9,797 +21%
IAS
736
IMA Advisory Services
Colorado
$2.75M +$1.91M +35,763 +171%
CA
737
Continental Advisors
Utah
$2.73M -$1.45M -27,000 -32%
LDB
738
Lee, Danner & Bass
Tennessee
$2.73M +$67.2K +1,255 +2%
SCM
739
SOL Capital Management
Maryland
$2.72M -$213K -3,985 -7%
RMC
740
Resources Management Corp
Connecticut
$2.72M -$44.2K -825 -1%
APC
741
Aristotle Pacific Capital
California
$2.71M – – –
HI
742
Horizon Investments
North Carolina
$2.71M +$267K +4,987 +10%
MYAM
743
Meiji Yasuda Asset Management
Japan
$2.7M -$509K -9,515 -15%
VFA
744
Valeo Financial Advisors
Indiana
$2.68M +$38.2K +714 +1%
AWM
745
Avior Wealth Management
Nebraska
$2.68M -$339K -6,326 -10%
HPC
746
HM Payson & Co
Maine
$2.67M -$41.1K -768 -1%
CS
747
Capital Square
Tennessee
$2.66M -$150K -2,798 -5%
WKWM
748
Walter & Keenan Wealth Management
Indiana
$2.64M – – –
BAM
749
Belpointe Asset Management
Nevada
$2.64M +$144K +2,696 +5%
RVM
750
Robinson Value Management
Texas
$2.64M -$62.9K -1,175 -2%
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