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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
1026
London Company of Virginia
Virginia
$1.94M +$313K +3,894 +20%
KF
1027
Krilogy Financial
Missouri
$1.94M +$1.04M +12,896 +122%
FSA
1028
Fort Sheridan Advisors
Illinois
$1.94M -$175K -2,180 -9%
PB
1029
Pinnacle Bancorp
Nebraska
$1.92M -$63.6K -792 -3%
EFG
1030
Everhart Financial Group
Ohio
$1.92M -$162K -2,022 -8%
5W
1031
5T Wealth
California
$1.91M +$45.3K +564 +3%
LIM
1032
Leavell Investment Management
Alabama
$1.91M -$67.3K -837 -3%
CNBTD
1033
Citizens National Bank Trust Department
Mississippi
$1.91M – – –
PEWA
1034
Pacific Excel Wealth Advisors
California
$1.9M +$1.85M +22,998 New
HFO
1035
Heritage Family Offices
Arizona
$1.9M -$344K -4,284 -16%
MPWT
1036
MassMutual Private Wealth & Trust
Connecticut
$1.9M -$59.2K -737 -3%
VWM
1037
VCI Wealth Management
Missouri
$1.89M +$304K +3,781 +20%
PWAM
1038
Private Wealth Asset Management
Iowa
$1.88M -$343K -4,273 -16%
OCM
1039
One Capital Management
California
$1.88M – – –
WBC
1040
West Branch Capital
Massachusetts
$1.86M -$556K -6,919 -24%
S
1041
Storgate
Texas
$1.85M +$1.03M +12,826 +134%
BAM
1042
Belpointe Asset Management
Nevada
$1.85M +$268K +3,332 +17%
MC
1043
Martin & Co
Tennessee
$1.85M +$13K +162 +0.7%
PL
1044
Plancorp LLC
Missouri
$1.84M +$496K +6,169 +42%
DWM
1045
Drive Wealth Management
Utah
$1.83M -$47.3K -589 -3%
HIC
1046
Holderness Investments Company
North Carolina
$1.82M -$7.23K -90 -0.4%
FB
1047
Fulton Bank
Pennsylvania
$1.8M -$92.5K -1,151 -5%
CA
1048
CSM Advisors
Pennsylvania
$1.79M -$162K -2,018 -9%
TPWA
1049
TRUE Private Wealth Advisors
Oregon
$1.79M -$7.15K -89 -0.4%
PK
1050
Pflug Koory
Nebraska
$1.79M – – –
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