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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1101
Intrua Financial
Texas
$867K +$42.8K +992 +6%
PAM
1102
Palisade Asset Management
Minnesota
$867K -$777 -18 -0.1%
1SB
1103
1ST Source Bank
Indiana
$865K – – –
AF
1104
Advisornet Financial
Minnesota
$860K +$57.2K +1,325 +8%
LPAM
1105
Lodestar Private Asset Management
California
$860K -$221K -5,124 -23%
PFA
1106
Pure Financial Advisors
California
$856K +$94.9K +2,199 +14%
IVP
1107
Intrinsic Value Partners
Arizona
$852K -$5.61K -130 -0.7%
SIM
1108
Studio Investment Management
Illinois
$852K +$305K +7,068 +69%
LD
1109
Lipe & Dalton
New York
$852K – – –
VSQM
1110
V-Square Quantitative Management
Illinois
$851K +$547K +12,673 +274%
LI
1111
LMCG Investments
Massachusetts
$849K -$9.41K -218 -1%
AW
1112
Avion Wealth
Texas
$849K -$173 -4 -0%
CC
1113
Chicago Capital
Illinois
$845K – – –
SN
1114
Sittner & Nelson
Oregon
$843K -$44.8K -1,038 -6%
GFA
1115
Gallagher Fiduciary Advisors
Illinois
$842K -$49.7K -1,151 -6%
WAG
1116
Wallace Advisory Group
California
$842K +$411K +9,526 +86%
CSPIA
1117
Cary Street Partners Investment Advisory
Virginia
$841K -$22.4K -519 -3%
FPAS
1118
Focus Partners Advisor Solutions
Missouri
$840K -$28.2K -654 -4%
FFA
1119
Fragasso Financial Advisors
Pennsylvania
$837K -$120K -2,792 -14%
MW
1120
Marcum Wealth
Ohio
$831K +$60.7K +1,407 +9%
MA
1121
Mutual Advisors
Nebraska
$829K -$25.5K -592 -3%
GAG
1122
GM Advisory Group
New York
$826K +$19.5K +451 +3%
MG
1123
Mather Group
Illinois
$824K -$102K -2,369 -12%
GPA
1124
Garrison Point Advisors
California
$823K – – –
BCM
1125
Boltwood Capital Management
California
$822K – – –
43 44
45
46 47