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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1001
Level Four Advisory Services
Texas
$1.61M +$18.5K +271 +1%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$1.61M +$205K +3,002 +15%
VVP
1003
Venture Visionary Partners
Ohio
$1.61M -$233K -3,418 -13%
BMM
1004
Buffington Mohr McNeal
Idaho
$1.6M – – –
EWM
1005
Empirical Wealth Management
Washington
$1.6M +$85.5K +1,253 +6%
TCOT
1006
Trust Company of Toledo
Ohio
$1.6M -$72.2K -1,058 -4%
RPC
1007
Rossmore Private Capital
Connecticut
$1.59M – – –
WCM
1008
Winebrenner Capital Management
Kentucky
$1.59M +$1.54M +22,566 New
SIA
1009
Schechter Investment Advisors
Michigan
$1.58M -$58.9K -863 -4%
JIP
1010
Jaffetilchin Investment Partners
Florida
$1.58M +$9.83K +144 +0.6%
OCM
1011
One Capital Management
California
$1.58M – – –
WAM
1012
Weiss Asset Management
Massachusetts
$1.58M -$11.1M -162,576 -88%
FWA
1013
FOCUS Wealth Advisors
Texas
$1.57M +$1.52M +22,310 New
GM
1014
GeoWealth Management
Illinois
$1.57M +$290K +4,243 +23%
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$1.57M -$3.75K -55 -0.2%
CSC
1016
Cove Street Capital
California
$1.56M – – –
PW
1017
Potentia Wealth
California
$1.55M +$1.51M +22,112 New
AWA
1018
Arkadios Wealth Advisors
Georgia
$1.55M +$158K +2,310 +12%
FCM
1019
Fieldview Capital Management
Michigan
$1.55M +$1.51M +22,097 New
CCM
1020
Collar Capital Management
Wisconsin
$1.55M +$1.51M +22,085 New
AL
1021
Aspiriant LLC
California
$1.55M -$162K -2,379 -10%
BCWM
1022
Bartlett & Co Wealth Management
Ohio
$1.55M -$56.4K -826 -4%
MAMU
1023
Myriad Asset Management US
Florida
$1.55M +$1.5M +21,997 New
CCB
1024
Country Club Bank
Missouri
$1.54M +$5.33K +78 +0.4%
TAM
1025
Tealwood Asset Management
Minnesota
$1.53M -$148K -2,174 -9%
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