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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
876
EverSource Wealth Advisors
Alabama
$2.5M +$401K +4,674 +17%
LAM
877
Lummis Asset Management
Texas
$2.49M -$125K -1,461 -4%
WP
878
WealthShield Partners
North Carolina
$2.48M +$139K +1,618 +5%
JSW
879
Journey Strategic Wealth
New Jersey
$2.47M +$510K +5,943 +24%
BAAM
880
Baker Avenue Asset Management
California
$2.46M +$247K +2,874 +10%
GM
881
GeoWealth Management
Illinois
$2.46M -$253K -2,950 -9%
AAM
882
Auxier Asset Management
Oregon
$2.45M +$16.1K +188 +0.6%
MA
883
Mutual Advisors
Nebraska
$2.45M +$54.2K +631 +2%
WP
884
Westmount Partners
California
$2.44M +$8.93K +104 +0.3%
GIP
885
Granite Investment Partners
California
$2.44M – – –
LFAS
886
Level Four Advisory Services
Texas
$2.43M +$39K +454 +2%
HP
887
Havemeyer Place
Connecticut
$2.43M +$2.62M +30,508 New
CC
888
Chicago Capital
Illinois
$2.43M +$33.5K +390 +1%
CHAM
889
Clear Harbor Asset Management
Connecticut
$2.43M -$60.6K -705 -2%
WGAM
890
Wilkinson Global Asset Management
New York
$2.42M -$64.4K -750 -2%
AIC
891
Argus Investors Counsel
New York
$2.42M -$91.1K -1,061 -3%
SS
892
SBI Securities
Japan
$2.41M -$532K -6,192 -17%
RWP
893
RWA Wealth Partners
Massachusetts
$2.41M +$1.63K +19 +0.1%
RWM
894
Revisor Wealth Management
Ohio
$2.4M -$201K -2,344 -7%
ACL
895
Applied Capital LLC
Florida
$2.4M -$91K -1,060 -3%
SSW
896
Smith Shellnut Wilson
Mississippi
$2.4M -$31.5K -367 -1%
FCBT
897
First Citizens Bank & Trust
North Carolina
$2.39M +$16.7K +194 +0.6%
NEWAS
898
N.E.W. Advisory Services
Wisconsin
$2.38M +$128K +1,490 +5%
ECM
899
Evergreen Capital Management
Washington
$2.38M -$2.62M -30,470 -50%
SWM
900
Shelton Wealth Management
Texas
$2.37M +$8.5K +99 +0.3%
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