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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1051
Sendero Wealth Management
Texas
$1.44M -$79.7K -1,168 -5%
CI
1052
CX Institutional
Indiana
$1.44M +$83.4K +1,222 +6%
CTC
1053
Cetera Trust Company
Minnesota
$1.43M -$15.2K -222 -1%
RA
1054
Ransom Advisory
Rhode Island
$1.43M -$119K -1,750 -8%
PIM
1055
Penobscot Investment Management
Massachusetts
$1.43M – – –
TPWA
1056
TRUE Private Wealth Advisors
Oregon
$1.43M -$133K -1,951 -9%
LIA
1057
LS Investment Advisors
Michigan
$1.42M – – –
VBFP
1058
Valtinson Bruner Financial Planning
Minnesota
$1.42M +$110K +1,608 +9%
KIG
1059
Kennedy Investment Group
New Jersey
$1.41M -$22.2K -325 -2%
MMPW
1060
Mitchell McLeod Pugh & Williams
Alabama
$1.41M +$51K +747 +4%
SWP
1061
Sagespring Wealth Partners
Tennessee
$1.41M +$1.37M +20,039 New
HA
1062
Harbor Advisors
Florida
$1.4M – – –
SAM
1063
Synergy Asset Management
Washington
$1.4M – – –
SRC
1064
Sage Rhino Capital
California
$1.4M -$25.2K -369 -2%
CC
1065
Courier Capital
New York
$1.39M -$37.5K -549 -3%
MCM
1066
Mainstay Capital Management
Michigan
$1.39M +$320K +4,680 +31%
LC
1067
Lindbrook Capital
California
$1.39M -$82.3K -1,206 -6%
JF
1068
Jump Financial
Illinois
$1.39M -$115K -1,689 -8%
GA
1069
Guerra Advisors
Florida
$1.38M +$1.34M +19,639 New
AWA
1070
Aaron Wealth Advisors
Illinois
$1.38M +$127K +1,862 +10%
1IA
1071
1834 Investment Advisors
Wisconsin
$1.38M -$158K -2,318 -11%
IAMOG
1072
Investors Asset Management of Georgia
Georgia
$1.37M -$6.35K -93 -0.5%
FBT
1073
First Bank & Trust
South Dakota
$1.37M -$11.3K -166 -0.8%
AIA
1074
Affinity Investment Advisors
California
$1.36M -$17.3K -253 -1%
FB
1075
Fulton Bank
Pennsylvania
$1.36M -$200K -2,936 -13%
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