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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
976
One Wealth Advisors
California
$2.41M -$498K -5,731 -18%
FWA
977
FOCUS Wealth Advisors
Texas
$2.4M +$22.1K +254 +1%
YIA
978
YHB Investment Advisors
Connecticut
$2.4M – – –
MIM
979
Morningstar Investment Management
Illinois
$2.39M -$5.67M -65,281 -72%
NPT
980
National Philanthropic Trust
Pennsylvania
$2.38M +$9.55K +110 +0.4%
CA
981
CWC Advisors
Oregon
$2.37M -$10.3K -119 -0.5%
RMC
982
Resources Management Corp
Connecticut
$2.36M +$40.1K +462 +2%
SAM
983
Silvercrest Asset Management
New York
$2.36M -$55.2K -636 -2%
JSW
984
Journey Strategic Wealth
New Jersey
$2.34M +$16.3K +188 +0.8%
AM
985
AGF Management
Ontario, Canada
$2.34M -$12.3K -142 -0.6%
GVAG
986
Great Valley Advisor Group
Delaware
$2.32M +$119K +1,368 +6%
EFG
987
Everhart Financial Group
Ohio
$2.32M +$244K +2,815 +13%
WIS
988
Wright Investors Service
Connecticut
$2.31M -$6.25K -72 -0.3%
CWM
989
Chemistry Wealth Management
New York
$2.31M -$18.1K -209 -0.8%
LWANC
990
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3M -$14.2K -164 -0.7%
AWM
991
Aviso Wealth Management
Washington
$2.29M +$17.6K +203 +0.8%
GC
992
Gilbert & Cook
Iowa
$2.29M +$238K +2,741 +13%
HCM
993
Howard Capital Management
Georgia
$2.29M +$11.3K +130 +0.5%
FSA
994
Fort Sheridan Advisors
Illinois
$2.28M +$13K +150 +0.6%
FAMI
995
Fideuram Asset Management (Ireland)
$2.27M +$2.57M +29,645 New
FAT
996
First American Trust
California
$2.27M -$263K -3,034 -11%
DAS
997
Diversify Advisory Services
Utah
$2.27M -$26.6K -306 -1%
JWM
998
Jeppson Wealth Management
California
$2.26M -$45.1K -520 -2%
VFG
999
Victory Financial Group
Texas
$2.26M +$1.46M +16,822 +226%
IA
1000
Insight Advisors
Pennsylvania
$2.26M +$12.8K +148 +0.6%
38 39
40
41 42