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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1076
First Bank & Trust
South Dakota
$1.7M +$39K +485 +2%
LWM
1077
LJI Wealth Management
Indiana
$1.69M -$45.5K -566 -3%
CI
1078
Conning Inc
Connecticut
$1.68M -$28.7K -357 -2%
MIM
1079
Miller Investment Management
Pennsylvania
$1.68M – – –
JWM
1080
Jeppson Wealth Management
California
$1.68M -$12K -149 -0.7%
OWA
1081
One Wealth Advisors
California
$1.68M -$325K -4,044 -17%
LIA
1082
LS Investment Advisors
Michigan
$1.67M – – –
GFP
1083
Gryphon Financial Partners
Ohio
$1.66M -$316K -3,928 -16%
CWS
1084
Cypress Wealth Services
California
$1.65M -$81.6K -1,015 -5%
HA
1085
Harbor Advisors
Florida
$1.65M – – –
LCM
1086
Leisure Capital Management
California
$1.65M – – –
CTC
1087
Cetera Trust Company
Minnesota
$1.65M – – –
HIM
1088
Hillsdale Investment Management
Ontario, Canada
$1.64M -$2.67M -33,240 -63%
MWM
1089
Modera Wealth Management
New Jersey
$1.64M +$26.1K +325 +2%
OFS
1090
OneAscent Financial Services
Alabama
$1.64M -$118K -1,469 -7%
LA
1091
LexAurum Advisors
Kansas
$1.64M -$54.4K -677 -3%
CIA
1092
Citadel Investment Advisory
Ohio
$1.63M – – –
LFS
1093
Lighthouse Financial Services
California
$1.63M +$648K +8,069 +74%
BFIM
1094
Beese Fulmer Investment Management
Ohio
$1.63M +$30.5K +380 +2%
MT
1095
Midwest Trust
Kansas
$1.62M -$102K -1,271 -6%
SACTSONJ
1096
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M -$131K -1,627 -8%
FPCP
1097
Fort Point Capital Partners
California
$1.62M +$804K +9,999 +100%
CCG
1098
Ceeto Capital Group
Florida
$1.61M – – –
RWFS
1099
Rayburn West Financial Services
Tennessee
$1.61M – – –
FHC
1100
First Horizon Corporation
Tennessee
$1.6M -$100K -1,248 -6%
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