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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
801
Triangle Securities Wealth Management
North Carolina
$2.08M +$35.4K +720 +2%
FSA
802
Franklin Street Advisors
North Carolina
$2.04M +$2.21K +45 +0.1%
GI
803
GS Investments
Minnesota
$2.03M – – –
SIM
804
Sterling Investment Management
Arizona
$2.03M -$30.7K -623 -1%
CAM
805
CenterStar Asset Management
Illinois
$2.03M – – –
NB
806
NBT Bank
New York
$2.03M -$67.2K -1,365 -3%
EWM
807
Evercore Wealth Management
New York
$2.03M -$95.4K -1,938 -4%
OFS
808
Oldfather Financial Services
Nebraska
$2.03M +$5.17K +105 +0.3%
MAP
809
Moody Aldrich Partners
Massachusetts
$2.02M -$596K -12,113 -22%
6M
810
6 Meridian
Kansas
$2.02M -$23.7K -482 -1%
LNC
811
Lincoln National Corp
Pennsylvania
$2.02M +$192K +3,902 +10%
VCA
812
Verdence Capital Advisors
Maryland
$2.01M -$13.8K -280 -0.7%
TAM
813
Trust Asset Management
Texas
$2.01M – – –
CWS
814
Cypress Wealth Services
California
$2M -$267K -5,421 -11%
NCM
815
Northwest Capital Management
Oregon
$1.98M -$46.2K -938 -3%
CIA
816
Cohen Investment Advisors
New Hampshire
$1.98M +$38.4K +780 +2%
MWP
817
Meridian Wealth Partners
Pennsylvania
$1.97M -$4.68K -95 -0.2%
JSL
818
JT Stratford LLC
Georgia
$1.97M +$44.2K +898 +2%
HBWM
819
Hollow Brook Wealth Management
New York
$1.96M +$98.2K +1,995 +5%
UAS
820
United Asset Strategies
New York
$1.96M -$65.3K -1,327 -3%
OPS
821
Orion Portfolio Solutions
Nebraska
$1.96M +$4.97K +101 +0.2%
OIA
822
OneDigital Investment Advisors
Kansas
$1.95M -$250K -5,083 -11%
CS
823
Cannell & Spears
New York
$1.94M -$1.38K -28 -0.1%
EHC
824
Everett Harris & Co
California
$1.93M -$45.5K -925 -2%
ETI
825
Enterprise Trust & Investment
California
$1.93M -$29.5K -600 -1%
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