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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
751
Atria Wealth Solutions
New York
$1.92M -$1.15M -26,193 -35%
XWM
752
Xcel Wealth Management
Florida
$1.91M -$26.2K -596 -1%
RCM
753
RNC Capital Management
California
$1.91M -$111K -2,519 -5%
BSW
754
Buckingham Strategic Wealth
Missouri
$1.91M +$103K +2,350 +5%
FG
755
Foster Group
Iowa
$1.9M +$8.56K +195 +0.4%
IWA
756
Intercontinental Wealth Advisors
Texas
$1.89M +$42.3K +963 +2%
WWA
757
WCG Wealth Advisors
Nevada
$1.88M +$2.11M +48,006 New
SG
758
Somerset Group
Minnesota
$1.87M – – –
DBT
759
Dubuque Bank & Trust
Iowa
$1.86M +$112K +2,561 +6%
JWM
760
Jupiter Wealth Management
Colorado
$1.86M -$1.8M -41,000 -46%
SDWIA
761
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.85M +$26.8K +611 +1%
BOS
762
Bank of Stockton
California
$1.84M – – –
WPC
763
White Pine Capital
Minnesota
$1.84M -$73.5K -1,675 -3%
GI
764
GS Investments
Minnesota
$1.82M – – –
EGM
765
Engineers Gate Manager
New York
$1.82M +$789K +17,985 +63%
LWIC
766
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.8M +$739K +16,851 +89%
UHC
767
Union Heritage Capital
Michigan
$1.8M – – –
CWS
768
Cypress Wealth Services
California
$1.79M +$96.3K +2,195 +5%
HAG
769
HighPoint Advisor Group
Illinois
$1.78M +$1.98M +45,045 New
RHAM
770
Round Hill Asset Management
California
$1.78M -$1.1K -25 -0.1%
SLI
771
Sumitomo Life Insurance
Japan
$1.78M +$36.3K +828 +2%
PBC
772
Pavion Blue Capital
California
$1.77M +$6.01K +137 +0.3%
BPCA
773
Bank Pictet & Cie (Asia)
Singapore
$1.74M -$228K -5,190 -10%
GT
774
Greenleaf Trust
Michigan
$1.74M -$103K -2,342 -5%
BFIM
775
Beese Fulmer Investment Management
Ohio
$1.74M -$46.4K -1,058 -2%
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