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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1051
Modera Wealth Management
New Jersey
$1.73M -$98.2K -1,211 -6%
RA
1052
Ransom Advisory
Rhode Island
$1.72M -$20.3K -250 -1%
IWM
1053
IHT Wealth Management
Illinois
$1.71M +$136K +1,680 +9%
CI
1054
CX Institutional
Indiana
$1.71M -$8.43K -104 -0.5%
MIM
1055
Miller Investment Management
Pennsylvania
$1.71M -$1.11M -13,740 -40%
CIA
1056
Citadel Investment Advisory
Ohio
$1.71M – – –
UWS
1057
Unique Wealth Strategies
Illinois
$1.7M +$9.16K +113 +0.6%
CTC
1058
Cetera Trust Company
Minnesota
$1.7M – – –
LIA
1059
LS Investment Advisors
Michigan
$1.69M – – –
BAM
1060
Belpointe Asset Management
Nevada
$1.68M +$212K +2,617 +15%
HA
1061
Harbor Advisors
Florida
$1.68M – – –
LCM
1062
Leisure Capital Management
California
$1.67M – – –
SRC
1063
Sage Rhino Capital
California
$1.67M -$102K -1,252 -6%
FFBTD
1064
First Financial Bank - Trust Division
Ohio
$1.67M -$12.6K -155 -0.8%
PI
1065
PFG Investments
New York
$1.67M +$19.7K +243 +1%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$1.66M +$149K +1,838 +10%
FDS
1067
First Dallas Securities
Texas
$1.66M +$93.6K +1,154 +6%
HFM
1068
Hartford Funds Management
Pennsylvania
$1.66M -$242K -2,984 -13%
BCG
1069
Breakwater Capital Group
New Jersey
$1.66M -$14.8K -183 -0.9%
CC
1070
Chicago Capital
Illinois
$1.66M +$40.5K +500 +3%
GWM
1071
Gibbs Wealth Management
Georgia
$1.64M -$164K -2,018 -9%
SAI
1072
Savvy Advisors Inc
New York
$1.64M +$195K +2,404 +14%
WTB
1073
Washington Trust Bank
Washington
$1.64M +$20.9K +258 +1%
CCG
1074
Ceeto Capital Group
Florida
$1.64M -$405K -5,000 -20%
AWP
1075
Accretive Wealth Partners
New Jersey
$1.62M +$87.1K +1,074 +6%
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