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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1026
Stewart & Patten Company
California
$829K -$25.2K -626 -3%
PA
1027
Perennial Advisors
New York
$829K +$782K +19,420 New
AWE
1028
Avidian Wealth Enterprises
Texas
$823K -$1.25M -31,165 -62%
DG
1029
DMC Group
Alabama
$821K -$16.3K -405 -2%
CAG
1030
Csenge Advisory Group
Florida
$821K +$28.3K +704 +4%
LIM
1031
Longfellow Investment Management
Massachusetts
$820K +$773K +19,209 New
AP
1032
Appleton Partners
Massachusetts
$818K -$120K -2,992 -14%
MMPW
1033
Mitchell McLeod Pugh & Williams
Alabama
$817K -$3.86K -96 -0.5%
AC
1034
Annandale Capital
Texas
$815K +$3.5K +87 +0.5%
VIM
1035
VELA Investment Management
Ohio
$815K – – –
TIM
1036
Triad Investment Management
California
$812K – – –
SWA
1037
Stratos Wealth Advisors
Ohio
$812K +$8.21K +204 +1%
BFM
1038
Boothbay Fund Management
New York
$812K +$206K +5,127 +37%
CWM
1039
Cornerstone Wealth Management
Missouri
$807K +$139K +3,460 +22%
1IA
1040
1834 Investment Advisors
Wisconsin
$801K +$19.8K +493 +3%
CAM
1041
CenterStar Asset Management
Illinois
$801K +$754K +18,728 New
GSWM
1042
Greenup Street Wealth Management
Michigan
$798K -$13.1K -325 -2%
MMHP
1043
Murphy Middleton Hinkle & Parker
Georgia
$797K -$4.79K -119 -0.6%
IFG
1044
Independent Financial Group
California
$797K -$223K -5,534 -23%
1SB
1045
1ST Source Bank
Indiana
$797K -$19.8K -493 -3%
LI
1046
Lafayette Investments
Maryland
$796K -$40.3K -1,000 -5%
AI
1047
Accredited Investors
Minnesota
$792K -$1.13K -28 -0.2%
LGA
1048
Lebenthal Global Advisors
New York
$792K +$747K +18,552 New
EWA
1049
EverSource Wealth Advisors
Alabama
$787K -$19.4K -481 -3%
DMBA
1050
Deseret Mutual Benefit Administrators
Utah
$783K +$3.3K +82 +0.4%
40 41
42
43 44