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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1076
Conning Inc
Connecticut
$1.68M -$28.7K -357 -2%
MIM
1077
Miller Investment Management
Pennsylvania
$1.68M – – –
JWM
1078
Jeppson Wealth Management
California
$1.68M -$12K -149 -0.7%
OWA
1079
One Wealth Advisors
California
$1.68M -$325K -4,044 -17%
LIA
1080
LS Investment Advisors
Michigan
$1.67M – – –
GFP
1081
Gryphon Financial Partners
Ohio
$1.66M -$316K -3,928 -16%
CWS
1082
Cypress Wealth Services
California
$1.65M -$81.6K -1,015 -5%
HA
1083
Harbor Advisors
Florida
$1.65M – – –
LCM
1084
Leisure Capital Management
California
$1.65M – – –
CTC
1085
Cetera Trust Company
Minnesota
$1.65M – – –
HIM
1086
Hillsdale Investment Management
Ontario, Canada
$1.64M -$2.67M -33,240 -63%
MWM
1087
Modera Wealth Management
New Jersey
$1.64M +$26.1K +325 +2%
OFS
1088
OneAscent Financial Services
Alabama
$1.64M -$118K -1,469 -7%
LA
1089
LexAurum Advisors
Kansas
$1.64M -$54.4K -677 -3%
CIA
1090
Citadel Investment Advisory
Ohio
$1.63M – – –
LFS
1091
Lighthouse Financial Services
California
$1.63M +$648K +8,069 +74%
BFIM
1092
Beese Fulmer Investment Management
Ohio
$1.63M +$30.5K +380 +2%
MT
1093
Midwest Trust
Kansas
$1.62M -$102K -1,271 -6%
SACTSONJ
1094
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.62M -$131K -1,627 -8%
FPCP
1095
Fort Point Capital Partners
California
$1.62M +$804K +9,999 +100%
CCG
1096
Ceeto Capital Group
Florida
$1.61M – – –
RWFS
1097
Rayburn West Financial Services
Tennessee
$1.61M – – –
FHC
1098
First Horizon Corporation
Tennessee
$1.6M -$100K -1,248 -6%
MCM
1099
Mainstay Capital Management
Michigan
$1.6M -$98.1K -1,221 -6%
SM
1100
Sweeney & Michel
California
$1.59M -$197K -2,457 -12%
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