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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
CSM Advisors
Pennsylvania
$4.03M -$7.17M -88,358 -65%
HTC
727
Haverford Trust Company
Pennsylvania
$4.01M -$246K -3,035 -6%
BBA
728
Baader Bank Aktiengesellschaft
Germany
$4M +$3.88M +47,896 New
AG
729
Ascent Group
Virginia
$3.99M +$1.25M +15,388 +48%
TPI
730
Trust Point Inc
Wisconsin
$3.98M +$68.9K +850 +2%
SG
731
Somerset Group
Minnesota
$3.98M – – –
LWP
732
LMG Wealth Partners
Louisiana
$3.98M -$973 -12 -0%
QI
733
Qtron Investments
Massachusetts
$3.96M -$35.7K -440 -0.9%
VFA
734
Voya Financial Advisors
Connecticut
$3.95M +$167K +2,064 +5%
SIP
735
Stoneridge Investment Partners
Pennsylvania
$3.94M +$1.16M +14,308 +44%
VF
736
Vest Financial
Virginia
$3.94M +$733K +9,036 +24%
XT
737
XTX Topco
Cayman Islands
$3.94M -$3.3M -40,682 -46%
TCA
738
Transcend Capital Advisors
New Jersey
$3.94M -$28.5K -351 -0.7%
SJL
739
Shayne & Jacobs LLC
Tennessee
$3.94M – – –
PFPT
740
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.93M -$1.51M -18,664 -28%
BCM
741
Brookmont Capital Management
Texas
$3.91M -$202K -2,491 -5%
BCM
742
Brookstone Capital Management
Illinois
$3.91M +$208K +2,565 +6%
FT
743
Fiduciary Trust
Massachusetts
$3.9M -$231K -2,847 -6%
MGIA
744
Moneta Group Investment Advisors
Missouri
$3.89M +$76.1K +938 +2%
MYLI
745
Meiji Yasuda Life Insurance
Japan
$3.89M +$741K +9,134 +25%
MYIA
746
Mount Yale Investment Advisors
Colorado
$3.88M +$428K +5,278 +13%
CA
747
Cullinan Associates
Kentucky
$3.87M +$247K +3,050 +7%
LRWA
748
Long Run Wealth Advisors
New York
$3.86M -$163K -2,016 -4%
UHC
749
Union Heritage Capital
Michigan
$3.85M – – –
MOS
750
MGO One Seven
Ohio
$3.83M +$935K +11,524 +34%
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