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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
H
926
HoyleCohen
California
$1.02M -$28.5K -653 -2%
NCM
927
Northside Capital Management
Oregon
$1.01M – – –
JWM
928
Jeppson Wealth Management
California
$1.01M -$20.9K -480 -2%
TCOT
929
Trust Company of Toledo
Ohio
$1.01M +$8.72K +200 +0.7%
WI
930
WrapManager Inc
California
$1.01M +$73.7K +1,690 +7%
BAAM
931
Baker Avenue Asset Management
California
$1.01M -$136K -3,120 -10%
VVP
932
Venture Visionary Partners
Ohio
$1M -$241K -5,522 -17%
QCG
933
Quadrant Capital Group
Ohio
$1M +$107K +2,462 +10%
SIM
934
Sentry Investment Management
Wisconsin
$1M +$252K +5,778 +27%
LWM
935
LJI Wealth Management
Indiana
$999K +$33.4K +766 +3%
BAM
936
Belpointe Asset Management
Nevada
$994K -$545K -12,496 -32%
FFBTD
937
First Financial Bank - Trust Division
Ohio
$993K -$2.66K -61 -0.2%
CIC
938
Carnegie Investment Counsel
Ohio
$992K -$30.8K -707 -3%
MGIA
939
Moneta Group Investment Advisors
Missouri
$986K +$277K +6,364 +32%
FWCM
940
Ferguson Wellman Capital Management
Oregon
$986K +$1.83K +42 +0.2%
FCCM
941
First City Capital Management
Georgia
$983K -$21.9K -503 -2%
NEWAS
942
N.E.W. Advisory Services
Wisconsin
$981K +$32.9K +754 +3%
HIC
943
Holderness Investments Company
North Carolina
$981K +$6.32K +145 +0.6%
BCFD
944
Boit C.F. David
$978K – – –
FHA
945
First Horizon Advisors
Tennessee
$977K +$52.1K +1,195 +5%
AL
946
Aspiriant LLC
California
$975K -$209K -4,791 -16%
APP
947
Avantax Planning Partners
Iowa
$975K +$29.4K +675 +3%
TNB
948
Thomasville National Bank
Georgia
$974K -$89.4K -2,050 -7%
DLG
949
Daniel L. Goodwin
$972K – – –
CIA
950
Citadel Investment Advisory
Ohio
$967K +$2.18K +50 +0.2%
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