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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
926
Aspire Private Capital
North Carolina
$1.59M +$96.7K +1,638 +7%
HCP
927
Hardin Capital Partners
South Carolina
$1.59M +$1.01M +17,108 New
RMC
928
Resources Management Corp
Connecticut
$1.58M -$17.4K -295 -1%
JWM
929
Jeppson Wealth Management
California
$1.58M -$39.8K -675 -2%
FG
930
Fiduciary Group
Georgia
$1.58M -$15.9K -269 -1%
AI
931
Accredited Investors
Minnesota
$1.57M +$866K +14,663 +124%
SIA
932
Schechter Investment Advisors
Michigan
$1.55M -$49.2K -834 -3%
WKWM
933
Walter & Keenan Wealth Management
Indiana
$1.54M -$41.3K -700 -3%
IAS
934
Insigneo Advisory Services
Florida
$1.54M -$846K -14,328 -33%
WIS
935
Wright Investors Service
Connecticut
$1.53M -$5.2K -88 -0.3%
GIA
936
GHP Investment Advisors
Colorado
$1.52M +$68.2K +1,155 +5%
IFG
937
Independent Financial Group
California
$1.52M +$240K +4,061 +19%
FSA
938
Fort Sheridan Advisors
Illinois
$1.52M +$285K +4,835 +23%
NRS
939
Neville Rodie & Shaw
New York
$1.52M – – –
HIC
940
Holderness Investments Company
North Carolina
$1.52M +$590 +10 +0%
TAMH
941
Taikang Asset Management (HK)
Hong Kong
$1.51M -$29.5K -500 -2%
ICM
942
Islay Capital Management
Texas
$1.51M +$8.56K +145 +0.6%
PTC
943
Private Trust Company
Ohio
$1.51M +$189K +3,204 +14%
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$213K +3,608 +17%
RA
945
RFG Advisory
Alabama
$1.5M -$3.42M -57,857 -70%
LSAG
946
Lake Street Advisors Group
New Hampshire
$1.49M +$14.5K +246 +1%
NPT
947
National Philanthropic Trust
Pennsylvania
$1.49M -$120K -2,034 -8%
AC
948
Apella Capital
Connecticut
$1.48M +$245K +4,147 +20%
LCOV
949
London Company of Virginia
Virginia
$1.48M -$11.3K -191 -0.8%
BFIM
950
Beese Fulmer Investment Management
Ohio
$1.48M -$64.1K -1,086 -4%
36 37
38
39 40