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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
1076
Equitable Trust
Tennessee
$1.04M -$30.4K -581 -3%
CWM
1077
Cornerstone Wealth Management
Missouri
$1.03M -$5.49K -105 -0.6%
MFS
1078
Mirabella Financial Services
United Kingdom
$1.03M +$930K +17,770 New
EWA
1079
Exencial Wealth Advisors
Oklahoma
$1.03M +$434K +8,296 +88%
SG
1080
StoneX Group
New York
$1.03M +$329K +6,279 +55%
GFP
1081
Gryphon Financial Partners
Ohio
$1.03M -$456K -8,717 -33%
WBG
1082
Wharton Business Group
Pennsylvania
$1.03M – – –
PCS
1083
Personal CFO Solutions
New Jersey
$1.03M -$141K -2,691 -13%
TSS
1084
Two Sigma Securities
New York
$1.02M -$7.01M -134,067 -88%
SFG
1085
Summit Financial Group
West Virginia
$1.02M – – –
SW
1086
SteelPeak Wealth
California
$1.02M -$3.54M -67,622 -79%
MFIM
1087
Mesirow Financial Investment Management
Illinois
$1.02M +$107K +2,042 +13%
BAMF
1088
BI Asset Management Fondsmaeglerselskab
Denmark
$1.02M -$94.1K -1,798 -9%
SIC
1089
Salem Investment Counselors
North Carolina
$1.02M -$177K -3,389 -16%
APP
1090
Avantax Planning Partners
Iowa
$1.01M +$242K +4,628 +36%
WAG
1091
Wallace Advisory Group
California
$1.01M -$628 -12 -0.1%
GIP
1092
Greatmark Investment Partners
Georgia
$1.01M -$13K -249 -1%
DI
1093
Diligent Investors
California
$1M -$31.6K -604 -3%
KC
1094
Knuff & Co
California
$1M +$209K +4,000 +30%
VSQM
1095
V-Square Quantitative Management
Illinois
$1M – – –
RIG
1096
Ramiah Investment Group
Wisconsin
$994K -$40.7K -778 -4%
KFSC
1097
Keystone Financial Services (Colorado)
Colorado
$992K +$52.8K +1,010 +6%
SWM
1098
SeaCrest Wealth Management
New York
$987K -$774K -14,792 -46%
CSPIA
1099
Cary Street Partners Investment Advisory
Virginia
$987K -$3.09K -59 -0.3%
GPA
1100
Garrison Point Advisors
California
$987K +$15.7K +300 +2%
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44
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