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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
851
Golden State Equity Partners
California
$1.95M +$1.94M +32,791 New
BSI
852
Bennett Selby Investments
Maine
$1.95M +$236 +4 +0%
MAWCM
853
Mine & Arao Wealth Creation & Management
California
$1.94M +$31.1K +526 +2%
WP
854
Westmount Partners
California
$1.93M +$557K +9,435 +42%
CAM
855
Carret Asset Management
New York
$1.93M -$51.7K -875 -3%
NG
856
Norden Group
Utah
$1.93M -$22.8K -387 -1%
GI
857
GAMMA Investing
California
$1.93M +$458K +7,753 +31%
I
858
InceptionR
California
$1.93M +$305K +5,167 +19%
IWM
859
Iams Wealth Management
Nebraska
$1.92M -$224K -3,788 -10%
AAM
860
Auxier Asset Management
Oregon
$1.92M -$85.6K -1,450 -4%
SACTSONJ
861
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.91M – – –
ACL
862
Applied Capital LLC
Florida
$1.91M +$2.83K +48 +0.1%
P
863
&Partners
Tennessee
$1.9M +$1.06M +17,978 +128%
AA
864
AF Advisors
California
$1.9M – – –
SSW
865
Smith Shellnut Wilson
Mississippi
$1.89M – – –
PA
866
Parallel Advisors
California
$1.89M -$11.6K -196 -0.6%
JWCA
867
J.W. Cole Advisors
Florida
$1.88M +$91.6K +1,551 +5%
XWM
868
Xcel Wealth Management
Florida
$1.88M -$648K -10,970 -26%
GIP
869
Granite Investment Partners
California
$1.88M – – –
MWM
870
Massachusetts Wealth Management
Massachusetts
$1.87M -$4.43K -75 -0.2%
MGWM
871
Marks Group Wealth Management
Minnesota
$1.87M -$324K -5,481 -15%
TWM
872
Tradition Wealth Management
Minnesota
$1.86M +$152K +2,577 +9%
FM
873
Freemont Management
Switzerland
$1.85M -$9.07M -153,700 -83%
NAS
874
Nicolet Advisory Services
Wisconsin
$1.85M +$127K +2,151 +7%
DWM
875
Dynasty Wealth Management
Florida
$1.85M +$110K +1,865 +6%
33 34
35
36 37