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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBWA
1026
Marin Bay Wealth Advisors
California
$2.12M +$1.98M +22,794 New
OCM
1027
One Capital Management
California
$2.12M -$66.6K -767 -3%
RPC
1028
Rossmore Private Capital
Connecticut
$2.12M – – –
MCWS
1029
McKinley Carter Wealth Services
West Virginia
$2.1M +$76.9K +886 +4%
PWA
1030
Phoenix Wealth Advisors
North Carolina
$2.1M +$1.7M +19,581 +666%
NHC
1031
Nicholas Hoffman & Company
Georgia
$2.09M -$151K -1,743 -7%
AC
1032
AlphaCore Capital
California
$2.09M +$339K +3,910 +21%
SP
1033
Sherman Porfolios
Idaho
$2.09M +$1.94M +22,374 New
JG
1034
Jain Global
New York
$2.08M -$811K -9,343 -30%
FB
1035
Fulton Bank
Pennsylvania
$2.08M +$271K +3,117 +16%
CW
1036
CreativeOne Wealth
Kansas
$2.08M +$352K +4,055 +22%
DWM
1037
Drive Wealth Management
Utah
$2.07M +$60.3K +695 +3%
HIC
1038
Holderness Investments Company
North Carolina
$2.07M +$24.7K +285 +1%
FFS
1039
Founders Financial Securities
Maryland
$2.06M +$75.4K +869 +4%
CNBT
1040
Canandaigua National Bank & Trust
New York
$2.06M +$99.1K +1,142 +5%
MC
1041
Martin & Co
Tennessee
$2.04M +$59.7K +688 +3%
FG
1042
Fiduciary Group
Georgia
$2.04M -$57.3K -660 -3%
AL
1043
Aspiriant LLC
California
$2.03M +$8.25K +95 +0.4%
IAN
1044
Integrated Advisors Network
Texas
$2.03M -$263K -3,035 -12%
VWM
1045
VCI Wealth Management
Missouri
$2.03M +$1.89M +21,744 New
TPWA
1046
TRUE Private Wealth Advisors
Oregon
$2.02M -$48.5K -559 -3%
AWM
1047
Aprio Wealth Management
Georgia
$2.02M +$167K +1,924 +20%
PK
1048
Pflug Koory
Nebraska
$2.02M -$2.95K -34 -0.2%
KFBMI
1049
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.02M +$1.88M +21,634 New
BFIM
1050
Beese Fulmer Investment Management
Ohio
$2.01M -$239K -2,750 -11%
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42
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