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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
951
Beese Fulmer Investment Management
Ohio
$2.09M +$226K +3,136 +14%
CI
952
Conning Inc
Connecticut
$2.09M -$61.2K -849 -3%
ACS
953
Archford Capital Strategies
Illinois
$2.08M +$531K +7,361 +40%
EHC
954
Everett Harris & Co
California
$2.08M -$115K -1,600 -6%
PBT
955
Pictet Bank & Trust
Bahamas
$2.08M +$19K +264 +1%
CA
956
CWC Advisors
Oregon
$2.07M +$49.9K +692 +3%
SAM
957
Silvercrest Asset Management
New York
$2.06M +$80.4K +1,115 +5%
HCM
958
Howard Capital Management
Georgia
$2.06M +$211K +2,928 +13%
SC
959
Syon Capital
California
$2.06M +$232K +3,212 +14%
DWM
960
Drive Wealth Management
Utah
$2.04M -$9.01K -125 -0.5%
DAS
961
Diversify Advisory Services
Utah
$2.04M +$628K +8,714 +51%
RWP
962
RWA Wealth Partners
Massachusetts
$2.04M +$495K +6,869 +37%
TFA
963
Trinity Financial Advisors
Ohio
$2.03M -$6.78K -94 -0.4%
RMC
964
Resources Management Corp
Connecticut
$2.03M -$49.5K -687 -3%
CWM
965
Chemistry Wealth Management
New York
$2.01M -$10.7K -148 -0.6%
SPG
966
Strategic Planning Group
Utah
$2M +$1.58M +21,981 +724%
CCMT
967
CMT Capital Markets Trading
Germany
$2M +$1.03M +14,250 +133%
NHC
968
Nicholas Hoffman & Company
Georgia
$2M +$32.6K +452 +2%
PPWP
969
Premier Path Wealth Partners
New Jersey
$2M +$115K +1,593 +7%
JWM
970
Jeppson Wealth Management
California
$2M -$5.05K -70 -0.3%
WBC
971
West Branch Capital
Massachusetts
$1.99M +$202K +2,808 +13%
PB
972
Pinnacle Bancorp
Nebraska
$1.99M -$60.3K -837 -3%
BDLIB
973
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.99M – – –
JSW
974
Journey Strategic Wealth
New Jersey
$1.98M +$476K +6,596 +36%
CIC
975
Carnegie Investment Counsel
Ohio
$1.98M -$307K -4,255 -15%
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