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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
876
Mine & Arao Wealth Creation & Management
California
$2.58M +$361 +5 +0%
SWP
877
Sagespring Wealth Partners
Tennessee
$2.58M +$379K +5,254 +20%
CI
878
Cigna Investments
Connecticut
$2.57M -$73.2K -1,015 -3%
AFW
879
Avantra Family Wealth
Pennsylvania
$2.57M +$104K +1,438 +5%
AA
880
AF Advisors
California
$2.57M – – –
BRWA
881
B. Riley Wealth Advisors
Florida
$2.56M -$847K -11,751 -27%
SCM
882
Silvant Capital Management
Georgia
$2.55M -$40.2K -557 -2%
RFM
883
Royal Fund Management
Florida
$2.53M -$18K -250 -0.8%
AAM
884
Auxier Asset Management
Oregon
$2.53M -$11.5K -160 -0.5%
AWS
885
Atria Wealth Solutions
New York
$2.53M -$4.16M -57,686 -65%
IWM
886
Iams Wealth Management
Nebraska
$2.52M -$182K -2,528 -7%
ACL
887
Applied Capital LLC
Florida
$2.52M +$1.08K +15 +0%
AIC
888
Argus Investors Counsel
New York
$2.52M +$39.8K +552 +2%
JIC
889
Johnson Investment Counsel
Ohio
$2.51M +$84K +1,165 +4%
FCP
890
Fidelis Capital Partners
Florida
$2.51M +$58.5K +812 +3%
BAAM
891
Baker Avenue Asset Management
California
$2.49M +$93.2K +1,292 +4%
WP
892
Westmount Partners
California
$2.49M -$39.7K -551 -2%
TFS
893
Thoroughbred Financial Services
Tennessee
$2.48M -$1.89M -26,223 -46%
SSW
894
Smith Shellnut Wilson
Mississippi
$2.47M – – –
B
895
Bailard
California
$2.47M +$1.27M +17,644 +133%
ZIC
896
ZWJ Investment Counsel
Georgia
$2.47M -$159K -2,211 -7%
GIP
897
Granite Investment Partners
California
$2.45M – – –
SSI
898
Scott & Selber Inc
Texas
$2.44M +$12.3K +170 +0.6%
WGAM
899
Wilkinson Global Asset Management
New York
$2.44M – – –
FRA
900
Frank Rimerman Advisors
California
$2.42M +$494K +6,858 +29%
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