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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1026
Citizens Financial Group
Rhode Island
$1M +$331K +7,673 +60%
MSR
1027
Main Street Research
Connecticut
$1M +$33.7K +780 +4%
SRC
1028
Sage Rhino Capital
California
$1M -$43 -1 -0%
ZIC
1029
ZWJ Investment Counsel
Georgia
$999K – – –
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
$999K +$93.8K +2,174 +12%
XF
1031
XML Financial
Maryland
$999K +$52.2K +1,210 +6%
CI
1032
CX Institutional
Indiana
$998K +$9.36K +217 +1%
PAS
1033
Point72 Asia (Singapore)
Singapore
$998K +$875K +20,270 New
WWM
1034
Western Wealth Management
Colorado
$996K -$15.6K -362 -2%
MMA
1035
Miracle Mile Advisors
California
$995K -$158K -3,672 -15%
LIA
1036
LS Investment Advisors
Michigan
$995K – – –
PWG
1037
Private Wealth Group
Florida
$990K – – –
LF
1038
LifePlan Financial
Minnesota
$989K +$867K +20,095 New
HA
1039
Harbor Advisors
Florida
$984K – – –
LA
1040
LexAurum Advisors
Kansas
$982K -$19.2K -445 -2%
CRWM
1041
Castle Rock Wealth Management
California
$975K +$129 +3 +0%
CAG
1042
Csenge Advisory Group
Florida
$975K -$39.8K -923 -4%
BL
1043
Balentine LLC
Georgia
$974K +$408K +9,450 +91%
AWA
1044
Arete Wealth Advisors
Illinois
$971K +$14.8K +343 +2%
MMPW
1045
Mitchell McLeod Pugh & Williams
Alabama
$970K -$36.8K -852 -4%
SWM
1046
Spire Wealth Management
Virginia
$968K +$4.32K +100 +0.5%
FPB
1047
First PREMIER Bank
South Dakota
$968K – – –
BB
1048
Busey Bank
Illinois
$967K – – –
CAM
1049
Chou Associates Management
Ontario, Canada
$962K – – –
CCG
1050
Ceeto Capital Group
Florida
$960K +$129K +3,000 +18%
40 41
42
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