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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
926
Bailard
California
$2.26M -$99.5K -1,159 -4%
PPWP
927
Premier Path Wealth Partners
New Jersey
$2.25M -$1.98K -23 -0.1%
MAM
928
Mystic Asset Management
Rhode Island
$2.24M -$19.2K -223 -0.8%
CAM
929
Carret Asset Management
New York
$2.23M -$15K -175 -0.6%
WTC
930
WhitTier Trust Company
Nevada
$2.23M +$73.4K +854 +3%
PA
931
Profund Advisors
Maryland
$2.22M -$521K -6,071 -18%
MG
932
Mather Group
Illinois
$2.22M +$62.5K +728 +3%
MWM
933
Meridian Wealth Management
Kentucky
$2.21M +$1.23M +14,336 +107%
GAG
934
GM Advisory Group
New York
$2.2M -$154K -1,791 -6%
PDL
935
Portfolio Design Labs
California
$2.19M -$295K -3,429 -11%
WKWM
936
Walter & Keenan Wealth Management
Indiana
$2.18M -$32.9K -383 -1%
BTI
937
Blue Trust Inc
Georgia
$2.18M -$816K -9,497 -26%
HFO
938
Heritage Family Offices
Arizona
$2.17M -$474K -5,518 -17%
APW
939
Aventura Private Wealth
Florida
$2.17M +$109K +1,269 +5%
VVP
940
Venture Visionary Partners
Ohio
$2.16M -$164K -1,911 -7%
DW30
941
Drucker Wealth 3.0
New Jersey
$2.16M -$96.7K -1,126 -4%
PWAM
942
Private Wealth Asset Management
Iowa
$2.15M -$59.6K -694 -3%
TFA
943
Trinity Financial Advisors
Ohio
$2.14M -$27.5K -320 -1%
MAMA
944
Myriad Asset Management Advisors
Florida
$2.14M +$13.4K +156 +0.6%
CPBTD
945
Central Pacific Bank - Trust Division
Hawaii
$2.14M -$114K -1,325 -5%
KWA
946
Kingswood Wealth Advisors
California
$2.14M +$52.1K +607 +2%
GVAG
947
Great Valley Advisor Group
Delaware
$2.13M +$161K +1,879 +8%
JIC
948
Johnson Investment Counsel
Ohio
$2.13M -$368K -4,290 -14%
CAAS
949
Capital Asset Advisory Services
Michigan
$2.13M -$931K -10,841 -29%
FGP
950
Freestone Grove Partners
California
$2.12M +$2.29M +26,606 New
36 37
38
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