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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
801
Deseret Mutual Benefit Administrators
Utah
$1.59M +$22.2K +505 +1%
AWE
802
Avidian Wealth Enterprises
Texas
$1.59M +$46.6K +1,062 +3%
CS
803
Cannell & Spears
New York
$1.58M – – –
HBWM
804
Hollow Brook Wealth Management
New York
$1.57M -$24.9K -568 -1%
HA
805
Heartland Advisors
Wisconsin
$1.57M +$8.29K +189 +0.5%
JHCP
806
Jackson Hole Capital Partners
Oklahoma
$1.57M +$241K +5,495 +16%
QI
807
Qtron Investments
Massachusetts
$1.57M +$126K +2,865 +8%
UM
808
Ulysses Management
New York
$1.57M -$6.36M -145,000 -78%
AFM
809
Anson Funds Management
Texas
$1.57M -$878K -20,000 -33%
OIA
810
OneDigital Investment Advisors
Kansas
$1.56M -$129K -2,934 -7%
CL
811
CPWM LLC
Washington
$1.55M +$12.9K +293 +0.7%
OCM
812
One Capital Management
California
$1.55M – – –
LNC
813
Lincoln National Corp
Pennsylvania
$1.55M -$200K -4,559 -10%
EWM
814
Evercore Wealth Management
New York
$1.55M +$2.85K +65 +0.2%
CA
815
Cullinan Associates
Kentucky
$1.55M +$624K +14,211 +56%
CWM
816
Chemistry Wealth Management
New York
$1.54M -$10K -228 -0.6%
NLP
817
Next Level Private
New York
$1.54M +$1.73M +39,434 New
PFM
818
Patton Fund Management
Texas
$1.54M -$1.15M -26,235 -40%
ERIC
819
Eagle Rock Investment Company
Georgia
$1.54M – – –
JFGIW
820
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.54M – – –
ETI
821
Enterprise Trust & Investment
California
$1.53M +$1.54K +35 +0.1%
LWA
822
Lineweaver Wealth Advisors
Ohio
$1.53M +$1.71M +38,985 New
OFS
823
Oldfather Financial Services
Nebraska
$1.52M – – –
SFI
824
Siemens Fonds Invest
Germany
$1.52M -$89K -2,029 -5%
CIP
825
Cornerstone Investment Partners
Georgia
$1.52M – – –
31 32
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