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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Dynasty Wealth Management
Florida
$1.76M -$215K -2,985 -12%
GC
1027
Gilbert & Cook
Iowa
$1.75M -$172K -2,380 -10%
MWM
1028
Modera Wealth Management
New Jersey
$1.75M +$51.6K +715 +3%
DTC
1029
Davidson Trust Company
Washington
$1.75M -$29.3K -407 -2%
GIM
1030
Generali Investments Management
Slovenia
$1.74M – – –
PK
1031
Pflug Koory
Nebraska
$1.74M -$3.6K -50 -0.2%
GWM
1032
Gibbs Wealth Management
Georgia
$1.73M +$278K +3,856 +22%
LI
1033
Louisbourg Investments
New Brunswick, Canada
$1.73M – – –
CCB
1034
Country Club Bank
Missouri
$1.72M -$9.73K -135 -0.6%
MCWS
1035
McKinley Carter Wealth Services
West Virginia
$1.72M +$1.21M +16,802 +360%
MC
1036
Martin & Co
Tennessee
$1.7M -$288 -4 -0%
SRC
1037
Sage Rhino Capital
California
$1.7M +$122K +1,696 +9%
LWM
1038
LJI Wealth Management
Indiana
$1.69M +$1.15K +16 +0.1%
GLLW
1039
Graves Light Lenhart Wealth
Virginia
$1.69M +$216 +3 +0%
EFG
1040
Everhart Financial Group
Ohio
$1.69M +$113K +1,561 +8%
PFA
1041
Pure Financial Advisors
California
$1.68M +$56.7K +786 +4%
RA
1042
Ransom Advisory
Rhode Island
$1.67M – – –
MMPW
1043
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$25.7K +356 +2%
CIEC
1044
Crédit Industriel et Commercial
France
$1.66M -$429K -5,950 -22%
FFS
1045
Founders Financial Securities
Maryland
$1.65M -$602K -8,345 -29%
AA
1046
Armis Advisers
Georgia
$1.65M +$581K +8,062 +67%
CI
1047
CX Institutional
Indiana
$1.65M +$27.5K +382 +2%
SS
1048
Sunbelt Securities
Texas
$1.64M +$203K +2,817 +14%
TPWA
1049
TRUE Private Wealth Advisors
Oregon
$1.64M +$15.2K +211 +1%
SMA
1050
Sage Mountain Advisors
Georgia
$1.64M +$150K +2,084 +11%
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