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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QP
1101
Quilter Plc
United Kingdom
$972K -$42.4K -750 -4%
GAG
1102
GM Advisory Group
New York
$968K +$15.4K +272 +2%
JFL
1103
Jarislowsky, Fraser Ltd
Quebec, Canada
$963K -$39.6K -700 -4%
GPA
1104
Garrison Point Advisors
California
$962K – – –
PCS
1105
Personal CFO Solutions
New Jersey
$958K -$14.9K -263 -2%
GCM
1106
Gladius Capital Management
Illinois
$954K +$207K +3,667 +28%
CIAS
1107
Capital Investment Advisory Services
North Carolina
$951K -$11.9K -210 -1%
BCM
1108
Boltwood Capital Management
California
$949K +$5.66K +100 +0.6%
MP
1109
Mangrove Partners
Connecticut
$945K +$946K +16,722 New
SG
1110
StoneX Group
New York
$944K -$14.9K -264 -2%
KC
1111
Knuff & Co
California
$943K – – –
SWM
1112
Spire Wealth Management
Virginia
$942K -$12.1K -214 -1%
EFG
1113
Everhart Financial Group
Ohio
$942K +$78.7K +1,392 +9%
SIC
1114
Salem Investment Counselors
North Carolina
$940K -$32.3K -571 -3%
LI
1115
LMCG Investments
Massachusetts
$939K -$1.92K -34 -0.2%
AWM
1116
Aviso Wealth Management
Washington
$937K +$304K +5,368 +48%
VWM
1117
Vivid Wealth Management
Iowa
$937K +$2.71K +48 +0.3%
FCCM
1118
First City Capital Management
Georgia
$937K -$382K -6,757 -29%
LD
1119
Lipe & Dalton
New York
$930K – – –
CA
1120
CWC Advisors
Oregon
$928K +$929K +16,431 New
MW
1121
Marcum Wealth
Ohio
$927K -$17.8K -314 -2%
DWA
1122
Douglass Winthrop Advisors
New York
$926K +$32K +566 +4%
GL
1123
Graypoint LLC
New York
$923K +$4.24K +75 +0.5%
PAM
1124
Palisade Asset Management
Minnesota
$922K -$28.3K -500 -3%
HBT
1125
Heartland Bank & Trust
Illinois
$916K -$11.1K -196 -1%
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45
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