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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
Summit Financial Group
West Virginia
$805K +$531K +11,889 +202%
LNWTC
1102
Laird Norton Wetherby Trust Company
Washington
$803K +$138K +3,093 +21%
SC
1103
SouthState Corp
Florida
$802K +$36.8K +825 +5%
BOTW
1104
Bank of the West
California
$800K -$95.7K -2,144 -11%
SIA
1105
SkyView Investment Advisors
New Jersey
$800K – – –
NCM
1106
Narwhal Capital Management
Georgia
$799K -$180K -4,034 -19%
SIA
1107
Soltis Investment Advisors
Utah
$798K -$12.5K -281 -2%
MMPW
1108
Mitchell McLeod Pugh & Williams
Alabama
$797K +$19.2K +430 +3%
NWS
1109
Newport Wealth Strategies
California
$791K +$3.39K +76 +0.4%
GFP
1110
Gryphon Financial Partners
Ohio
$789K +$196K +4,383 +16%
KA
1111
Kovack Advisors
Florida
$786K +$22.9K +513 +3%
TCPWM
1112
Traverso Chambers Private Wealth Management
California
$785K -$5.67K -127 -0.7%
SFA
1113
Sequoia Financial Advisors
Ohio
$783K +$215K +4,815 +39%
SAMC
1114
Spectrum Asset Management (California)
California
$781K -$1.28M -28,768 -63%
PI
1115
Putnam Investments
Massachusetts
$780K -$13.1M -292,790 -94%
HCM
1116
Hodges Capital Management
Texas
$780K -$112K -2,500 -13%
HCM
1117
Hutner Capital Management
Vermont
$775K -$4.91K -110 -0.6%
PCA
1118
Personal Capital Advisors
California
$775K +$88.7K +1,987 +13%
WWM
1119
Western Wealth Management
Colorado
$773K -$36.2K -810 -5%
NSAM
1120
North Star Asset Management
Wisconsin
$767K -$1.34K -30 -0.2%
SW
1121
SteelPeak Wealth
California
$765K +$106K +2,367 +16%
AG
1122
AIA Group
Hong Kong
$763K +$792K +17,732 New
QPWM
1123
Quadrant Private Wealth Management
Pennsylvania
$762K – – –
MCM
1124
Manchester Capital Management
Vermont
$759K +$30K +671 +4%
SAM
1125
Sequent Asset Management
Texas
$758K -$48.6K -1,088 -6%
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