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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
751
Capital Asset Advisory Services
Michigan
$2.12M +$341K +7,898 +23%
BOS
752
Bank of Stockton
California
$2.1M – – –
GI
753
GS Investments
Minnesota
$2.09M – – –
FSA
754
Franklin Street Advisors
North Carolina
$2.09M – – –
HTC
755
Haverford Trust Company
Pennsylvania
$2.08M +$17.5K +406 +1%
UAS
756
United Asset Strategies
New York
$2.08M -$65.1K -1,509 -3%
WC
757
Wynn Capital
Georgia
$2.07M +$1.81M +41,989 New
MWP
758
Meridian Wealth Partners
Pennsylvania
$2.06M +$23.3K +540 +1%
PPWP
759
Premier Path Wealth Partners
New Jersey
$2.06M +$1.81M +41,963 New
RHAM
760
Round Hill Asset Management
California
$2.06M -$7.98K -185 -0.4%
CIP
761
Convergence Investment Partners
Florida
$2.05M +$1.16M +26,891 +182%
IAS
762
Insigneo Advisory Services
Florida
$2.05M +$547K +12,678 +44%
HPC
763
HM Payson & Co
Maine
$2.03M -$67.2K -1,558 -4%
QCG
764
Quadrant Capital Group
Ohio
$2.03M +$679K +15,742 +62%
TFS
765
Thoroughbred Financial Services
Tennessee
$2.03M +$156K +3,623 +10%
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$2.03M +$174K +4,038 +11%
3IP
767
3Chopt Investment Partners
Virginia
$2.03M +$135K +3,119 +8%
SCM
768
Schnieders Capital Management
California
$2.02M -$1.18M -27,445 -40%
SJL
769
Shayne & Jacobs LLC
Tennessee
$2.02M – – –
CIA
770
Cohen Investment Advisors
New Hampshire
$2.01M -$111K -2,571 -6%
WANY
771
Wealthspire Advisors (New York)
New York
$2.01M +$1.1M +25,448 +166%
MGWM
772
Marks Group Wealth Management
Minnesota
$2.01M -$179K -4,147 -9%
CIS
773
Capital International Sarl
California
$2M -$71.9K -1,666 -4%
SDWIA
774
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.99M -$321K -7,447 -16%
OC
775
Oppenheimer & Co
New York
$1.99M -$71.5K -1,658 -4%
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