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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
776
AMG National Trust Bank
Colorado
$1.79M +$148K +3,340 +8%
TA
777
TKG Advisors
Indiana
$1.77M +$1.9M +42,978 New
OPS
778
Orion Portfolio Solutions
Nebraska
$1.76M +$182K +4,110 +11%
SA
779
SRH Advisors
Kansas
$1.76M -$57.5K -1,300 -3%
MYIA
780
Mount Yale Investment Advisors
Colorado
$1.76M -$556K -12,571 -23%
CIA
781
Cohen Investment Advisors
New Hampshire
$1.76M -$13.4K -302 -0.7%
UAS
782
United Asset Strategies
New York
$1.76M -$22.1K -499 -1%
JWM
783
Jupiter Wealth Management
Colorado
$1.75M -$221K -5,000 -11%
AWE
784
Avidian Wealth Enterprises
Texas
$1.75M +$93.4K +2,111 +5%
GI
785
GS Investments
Minnesota
$1.75M – – –
BFIM
786
Beese Fulmer Investment Management
Ohio
$1.74M -$56.3K -1,271 -3%
WP
787
WealthPLAN Partners
Nebraska
$1.73M +$1.58M +35,767 New
FMAEN1
788
Fund Management at Engine No 1
California
$1.73M +$242K +5,474 +15%
SIG
789
Stonegate Investment Group
Alabama
$1.73M -$121K -2,743 -6%
HI
790
Hendershot Investments
Virginia
$1.73M -$288K -6,510 -13%
AWM
791
Apollon Wealth Management
South Carolina
$1.73M -$49.8K -1,124 -3%
WIM
792
WealthPlan Investment Management
Nebraska
$1.72M +$1.42K +32 +0.1%
TSWM
793
Triangle Securities Wealth Management
North Carolina
$1.72M -$9.43K -213 -0.5%
M1FG
794
Mach-1 Financial Group
Arkansas
$1.72M +$1.69M +38,172 +1,130%
MWP
795
Meridian Wealth Partners
Pennsylvania
$1.71M +$11.6K +263 +0.6%
GRP
796
Global Retirement Partners
California
$1.71M +$57.2K +1,293 +3%
LNC
797
Lincoln National Corp
Pennsylvania
$1.7M +$10.2K +231 +0.6%
AC
798
Avestar Capital
New York
$1.69M +$27.8K +628 +2%
HBWM
799
Hollow Brook Wealth Management
New York
$1.69M +$29.1K +657 +2%
CSC
800
Cove Street Capital
California
$1.69M -$93K -2,100 -5%
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