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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1001
Mather Group
Illinois
$1.68M +$201K +2,680 +13%
FRA
1002
Frank Rimerman Advisors
California
$1.68M +$214K +2,848 +14%
PPWP
1003
Premier Path Wealth Partners
New Jersey
$1.68M +$17.6K +235 +1%
TFA
1004
Trinity Financial Advisors
Ohio
$1.67M +$92K +1,226 +5%
CNBTD
1005
Citizens National Bank Trust Department
Mississippi
$1.66M – – –
CGPCS
1006
Capital Group Private Client Services
California
$1.65M -$51.9M -691,581 -97%
BFIM
1007
Beese Fulmer Investment Management
Ohio
$1.65M -$22.5K -300 -1%
JIP
1008
Jaffetilchin Investment Partners
Florida
$1.64M +$27.9K +372 +2%
HCM
1009
Howard Capital Management
Georgia
$1.64M -$229K -3,045 -12%
SBIA
1010
Sheaff Brock Investment Advisors
Indiana
$1.64M -$841K -11,198 -33%
BBL
1011
Beck Bode LLC
Massachusetts
$1.63M +$1.7M +22,698 New
SC
1012
Syon Capital
California
$1.62M +$259K +3,446 +18%
SWM
1013
SeaCrest Wealth Management
New York
$1.61M +$64K +853 +4%
RPC
1014
Rossmore Private Capital
Connecticut
$1.6M -$21.8K -290 -1%
GA
1015
Guerra Advisors
Florida
$1.6M +$201K +2,672 +14%
BHBT
1016
Burke & Herbert Bank & Trust
Virginia
$1.6M – – –
HFM
1017
Hartford Funds Management
Pennsylvania
$1.6M -$62.2K -829 -4%
DTC
1018
Davidson Trust Company
Washington
$1.6M -$160K -2,128 -9%
WBC
1019
West Branch Capital
Massachusetts
$1.59M +$368K +4,904 +29%
CCM
1020
Collar Capital Management
Wisconsin
$1.59M – – –
MA
1021
Mutual Advisors
Nebraska
$1.58M -$118K -1,574 -7%
AL
1022
Aspiriant LLC
California
$1.57M -$12.8K -170 -0.8%
GIM
1023
Generali Investments Management
Slovenia
$1.56M +$348K +4,641 +27%
PK
1024
Pflug Koory
Nebraska
$1.56M – – –
LIM
1025
Leavell Investment Management
Alabama
$1.56M -$105K -1,400 -6%
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