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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1101
BBR Partners
New York
$1.06M -$188K -3,189 -15%
EWA
1102
Exencial Wealth Advisors
Oklahoma
$1.06M +$767 +13 +0.1%
JFL
1103
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.05M -$255K -4,321 -20%
JCM
1104
Jacobi Capital Management
Pennsylvania
$1.05M -$15.1K -255 -1%
WBG
1105
Wharton Business Group
Pennsylvania
$1.05M – – –
HFM
1106
Hartford Funds Management
Pennsylvania
$1.04M +$105K +1,780 +11%
WCM
1107
Winthrop Capital Management
Indiana
$1.04M +$1.03M +17,496 New
GIP
1108
Greatmark Investment Partners
Georgia
$1.04M – – –
ECU
1109
Eisler Capital (US)
New York
$1.02M +$301K +5,102 +42%
AA
1110
Ancora Advisors
Ohio
$1.02M -$81.4K -1,379 -7%
PCS
1111
Personal CFO Solutions
New Jersey
$1.02M -$27.7K -469 -3%
BCM
1112
Becker Capital Management
Oregon
$1.02M -$86.4K -1,464 -8%
SIC
1113
Salem Investment Counselors
North Carolina
$1.02M -$18.5K -314 -2%
AA
1114
Axiom Advisory
California
$1.02M +$1.02M +17,262 New
SIM
1115
Sterling Investment Management
Arizona
$1.02M -$484K -8,206 -32%
CSPIA
1116
Cary Street Partners Investment Advisory
Virginia
$1.01M +$3.54K +60 +0.4%
DI
1117
Diligent Investors
California
$1.01M -$16.8K -284 -2%
CIAS
1118
Capital Investment Advisory Services
North Carolina
$1.01M -$124K -2,099 -11%
GPA
1119
Garrison Point Advisors
California
$1.01M – – –
IF
1120
Intrua Financial
Texas
$1.01M +$174K +2,953 +21%
BCG
1121
Breakwater Capital Group
New Jersey
$1.01M +$5.2K +88 +0.5%
SG
1122
StoneX Group
New York
$1.01M -$46.5K -788 -4%
LPAM
1123
Lodestar Private Asset Management
California
$1M -$85.7K -1,452 -8%
SWM
1124
Spire Wealth Management
Virginia
$1M -$265K -4,482 -21%
GAG
1125
GM Advisory Group
New York
$1M -$3.96K -67 -0.4%
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