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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1026
Cohen Capital Management
California
$2.66M – – –
BT
1027
Beacon Trust
New Jersey
$2.66M +$223K +4,109 +9%
NIS
1028
National Investment Services
Wisconsin
$2.66M -$35.5K -654 -1%
KCM
1029
Karp Capital Management
California
$2.66M +$2.44M +44,985 +1,154%
AMM
1030
American Money Management
California
$2.64M +$42.3K +779 +2%
ASC
1031
Atalanta Sosnoff Capital
New York
$2.63M -$326 -6 -0%
CT
1032
Coastline Trust
Rhode Island
$2.62M +$175K +3,222 +7%
NJBEST
1033
New Jersey Better Educational Savings Trust
New Jersey
$2.61M – – –
JWM
1034
Jackson Wealth Management
Florida
$2.6M -$69.2K -1,275 -2%
TC
1035
Taylor Cottrill
New Hampshire
$2.6M +$21.7K +400 +0.8%
CCM
1036
Compton Capital Management
Rhode Island
$2.59M -$48.9K -900 -2%
ECM
1037
EagleClaw Capital Management
Massachusetts
$2.58M +$32.6K +600 +1%
AWP
1038
Ascent Wealth Partners
New York
$2.57M +$22K +405 +0.9%
WB
1039
Webster Bank
Connecticut
$2.57M +$836K +15,399 +48%
HFA
1040
High Falls Advisors
New York
$2.57M +$2.56M +47,200 New
TBA
1041
Train Babcock Advisors
New York
$2.56M -$38.8K -715 -1%
SWP
1042
Stratos Wealth Partners
Ohio
$2.56M -$951K -17,521 -27%
BFO
1043
Boston Family Office
Massachusetts
$2.56M +$31.6K +582 +1%
CWP
1044
Capital Wealth Planning
Florida
$2.55M -$8.72M -160,538 -77%
BO
1045
BRR OpCo
Ohio
$2.55M -$9.61K -177 -0.4%
NB
1046
Nicolet Bankshares
Wisconsin
$2.54M +$2.75M +50,668 New
HIM
1047
Hutchens Investment Management
New Hampshire
$2.53M +$19.1K +352 +0.8%
MFS
1048
McNamara Financial Services
Massachusetts
$2.53M +$19.1K +352 +0.8%
BJL
1049
Brighton Jones LLC
Washington
$2.53M -$7.82K -144 -0.3%
FAM
1050
Foothills Asset Management
Arizona
$2.53M -$26.1K -480 -1%
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