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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
876
Grimes & Company
Massachusetts
$2.3M -$27.6K -368 -1%
YIA
877
YHB Investment Advisors
Connecticut
$2.3M -$79.4K -1,057 -3%
RFM
878
Royal Fund Management
Florida
$2.29M -$2.38M -31,752 -50%
AAM
879
Auxier Asset Management
Oregon
$2.28M -$11.6K -155 -0.5%
MOS
880
MGO One Seven
Ohio
$2.27M +$305K +4,068 +15%
WP
881
Westmount Partners
California
$2.27M +$20.6K +274 +0.9%
ACA
882
Aptus Capital Advisors
Alabama
$2.27M +$216K +2,881 +10%
PWAM
883
Private Wealth Asset Management
Iowa
$2.26M +$2.37M +31,512 New
ACL
884
Applied Capital LLC
Florida
$2.26M -$12K -160 -0.5%
DAS
885
Dynamic Advisor Solutions
Arizona
$2.25M +$2.36M +31,375 New
SCM
886
Schnieders Capital Management
California
$2.24M -$181K -2,410 -7%
SIA
887
SeaBridge Investment Advisors
New Jersey
$2.24M +$1.56M +20,796 +201%
APC
888
Aspire Private Capital
North Carolina
$2.23M +$142K +1,889 +6%
GLR
889
Great Lakes Retirement
Ohio
$2.22M +$9.46K +126 +0.4%
SSW
890
Smith Shellnut Wilson
Mississippi
$2.22M +$37.8K +504 +2%
AIC
891
Argus Investors Counsel
New York
$2.22M +$3K +40 +0.1%
AFW
892
Avantra Family Wealth
Pennsylvania
$2.2M +$19.7K +262 +0.9%
GIP
893
Granite Investment Partners
California
$2.2M – – –
FCP
894
Fidelis Capital Partners
Florida
$2.19M -$74.7K -995 -3%
TWM
895
Tradition Wealth Management
Minnesota
$2.18M +$10.7K +143 +0.5%
WGAM
896
Wilkinson Global Asset Management
New York
$2.18M – – –
TC
897
Truvestments Capital
Florida
$2.18M +$2.22M +29,618 +4,148%
SSI
898
Scott & Selber Inc
Texas
$2.17M +$1.5K +20 +0.1%
JIC
899
Johnson Investment Counsel
Ohio
$2.17M -$103K -1,370 -4%
MGWM
900
Marks Group Wealth Management
Minnesota
$2.17M -$19.1K -254 -0.8%
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