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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
951
Coastwise Capital Group
California
$1.85M -$2.39K -35 -0.1%
OFS
952
OneAscent Financial Services
Alabama
$1.85M +$435K +6,376 +32%
RMC
953
Resources Management Corp
Connecticut
$1.84M -$16.4K -240 -0.9%
MA
954
Mutual Advisors
Nebraska
$1.84M +$356K +5,217 +27%
PTC
955
Private Trust Company
Ohio
$1.83M +$83.6K +1,224 +5%
WKWM
956
Walter & Keenan Wealth Management
Indiana
$1.83M +$6.35K +93 +0.4%
CIC
957
Carnegie Investment Counsel
Ohio
$1.82M +$410K +6,008 +30%
HCM
958
Howard Capital Management
Georgia
$1.82M +$78.8K +1,154 +5%
LSAG
959
Lake Street Advisors Group
New Hampshire
$1.8M +$96.2K +1,409 +6%
IIC
960
Integrated Investment Consultants
Michigan
$1.8M +$1.18M +17,241 +207%
JWM
961
Jeppson Wealth Management
California
$1.79M -$42.7K -625 -2%
VIM
962
Vista Investment Management
Pennsylvania
$1.79M -$175K -2,559 -9%
GC
963
Gilbert & Cook
Iowa
$1.78M +$684K +10,025 +65%
CWM
964
Chemistry Wealth Management
New York
$1.78M +$18.4K +270 +1%
DWM
965
Drive Wealth Management
Utah
$1.75M +$56.2K +823 +3%
FPWM
966
FSB Premier Wealth Management
Iowa
$1.75M -$50.4K -738 -3%
CC
967
Cadinha & Co
Hawaii
$1.75M +$26.1K +382 +2%
LCOV
968
London Company of Virginia
Virginia
$1.75M – – –
FIA
969
Foundations Investment Advisors
Arizona
$1.75M +$232K +3,398 +16%
CCIA
970
Campbell & Co Investment Adviser
Maryland
$1.74M +$499K +7,309 +42%
DWM
971
Dynasty Wealth Management
Florida
$1.73M -$152K -2,232 -8%
DTC
972
Davidson Trust Company
Washington
$1.71M +$6.62K +97 +0.4%
LWANC
973
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M -$3.96K -58 -0.2%
MIC
974
Meridian Investment Counsel
California
$1.71M -$142K -2,086 -8%
TFA
975
Trinity Financial Advisors
Ohio
$1.7M -$4.44K -65 -0.3%
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