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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
901
Fidelis Capital Partners
Florida
$1.11M +$1.28M +29,300 New
SIA
902
Soltis Investment Advisors
Utah
$1.11M +$160K +3,672 +14%
FG
903
Fiduciary Group
Georgia
$1.11M +$13K +298 +1%
IAN
904
Integrated Advisors Network
Texas
$1.11M +$71.7K +1,645 +6%
PAM
905
Peak Asset Management
Colorado
$1.1M +$28K +642 +2%
VNA
906
Valley National Advisers
Pennsylvania
$1.1M -$12.2K -281 -1%
IIC
907
Ironwood Investment Counsel
Arizona
$1.09M +$119K +2,732 +10%
NB
908
Nicolet Bankshares
Wisconsin
$1.09M -$18K -414 -1%
RCM
909
RNC Capital Management
California
$1.09M -$49.1K -1,127 -4%
LIM
910
Leavell Investment Management
Alabama
$1.08M -$21.2K -487 -2%
ACS
911
Archford Capital Strategies
Illinois
$1.08M +$70K +1,605 +6%
NCM
912
Narwhal Capital Management
Georgia
$1.08M +$155K +3,548 +14%
OC
913
Oarsman Capital
Wisconsin
$1.08M +$21.8K +499 +2%
SP
914
Symmetry Partners
Connecticut
$1.07M -$108K -2,477 -8%
SFA
915
Sequoia Financial Advisors
Ohio
$1.06M -$257K -5,890 -17%
SW
916
SteelPeak Wealth
California
$1.06M +$285K +6,539 +30%
FCBT
917
First Citizens Bank & Trust
North Carolina
$1.06M -$70K -1,605 -5%
MAM
918
Mark Asset Management
New York
$1.06M -$1.76M -40,408 -59%
SWM
919
Spire Wealth Management
Virginia
$1.05M +$556K +12,749 +83%
OAM
920
Ostrum Asset Management
France
$1.04M +$1.22M +27,952 New
CNBTD
921
Citizens National Bank Trust Department
Mississippi
$1.03M -$4.36K -100 -0.4%
SIA
922
Schechter Investment Advisors
Michigan
$1.03M -$405K -9,286 -25%
EML
923
Eos Management LP
New York
$1.03M – – –
SIM
924
Sterling Investment Management
Arizona
$1.02M -$19.4K -444 -2%
RCAG
925
Rehmann Capital Advisory Group
Michigan
$1.02M +$57.1K +1,311 +5%
35 36
37
38 39