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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1051
Wealthspire Advisors (Maryland)
Maryland
$698K -$314K -7,395 -23%
HIC
1052
Holderness Investments Company
North Carolina
$697K -$17.9K -422 -2%
HT
1053
HighTower Trust
Texas
$695K +$216K +5,087 +27%
OI
1054
Oakbrook Investments
Illinois
$692K -$2.06M -48,455 -67%
CL
1055
Choreo LLC
Illinois
$686K -$225K -5,296 -18%
CIM
1056
Chapman Investment Management
California
$684K +$116K +2,736 +13%
AFG
1057
Albion Financial Group
Utah
$680K -$31.5K -740 -3%
GLLW
1058
Graves Light Lenhart Wealth
Virginia
$680K +$13K +305 +1%
WEC
1059
Winslow Evans & Crocker
Massachusetts
$680K +$60.8K +1,430 +6%
LFM
1060
Lumina Fund Management
New York
$680K +$1.01M +23,700 New
ALAM
1061
Asahi Life Asset Management
Japan
$679K +$593K +13,950 +144%
RWA
1062
RGT Wealth Advisors
Texas
$677K +$2.55K +60 +0.3%
EF
1063
Empirical Finance
Pennsylvania
$676K +$335K +7,882 +50%
NCM
1064
Neumann Capital Management
California
$675K – – –
ECG
1065
Edge Capital Group
Georgia
$675K +$45.4K +1,067 +5%
NAM
1066
NorthCoast Asset Management
Connecticut
$672K -$187K -4,391 -16%
HW
1067
Hedeker Wealth
Illinois
$672K +$32.5K +765 +3%
CWM
1068
Circle Wealth Management
New Jersey
$672K +$648K +15,240 +187%
WAM
1069
Weatherly Asset Management
California
$671K -$287K -6,746 -22%
CEP
1070
Chicago Equity Partners
Illinois
$671K -$93.5K -2,200 -9%
FSA
1071
Financial Sense Advisors
California
$669K -$6.93K -163 -0.7%
AI
1072
Accredited Investors
Minnesota
$668K +$12.3K +290 +1%
CFGS
1073
Concourse Financial Group Securities
Alabama
$665K +$173K +4,081 +21%
PA
1074
PSI Advisors
Florida
$663K +$399K +9,380 +68%
MMHP
1075
Murphy Middleton Hinkle & Parker
Georgia
$661K -$6.38K -150 -0.6%
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