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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1101
Legacy Financial Advisors
Kentucky
$1.31M +$165K +2,204 +14%
CUAMC
1102
China Universal Asset Management Company
China
$1.31M +$107K +1,428 +8%
LCM
1103
Lazari Capital Management
California
$1.31M -$68.9K -918 -5%
MCM
1104
Mainstay Capital Management
Michigan
$1.31M -$123K -1,633 -8%
FNT
1105
First National Trust
Pennsylvania
$1.31M -$68.3K -910 -5%
DWA
1106
Delap Wealth Advisory
Oregon
$1.3M – – –
JSW
1107
Journey Strategic Wealth
New Jersey
$1.3M +$52.3K +697 +4%
EFS
1108
Essex Financial Services
Connecticut
$1.3M -$59K -786 -4%
PI
1109
PFG Investments
New York
$1.3M +$3K +40 +0.2%
GS
1110
GTS Securities
Florida
$1.29M -$690K -9,192 -34%
BOC
1111
Barbara Oil Co
Illinois
$1.29M – – –
PFO
1112
PMC FIG Opportunities
Israel
$1.29M +$1.35M +18,000 New
VA
1113
VestGen Advisors
Illinois
$1.28M +$1.34M +17,880 New
EWA
1114
Exencial Wealth Advisors
Oklahoma
$1.28M +$22.6K +301 +2%
RAG
1115
RIA Advisory Group
Iowa
$1.28M -$226K -3,006 -14%
VBFP
1116
Valtinson Bruner Financial Planning
Minnesota
$1.28M -$174K -2,314 -11%
1IA
1117
1834 Investment Advisors
Wisconsin
$1.28M -$135K -1,797 -9%
GWM
1118
Gibbs Wealth Management
Georgia
$1.28M +$46.2K +615 +4%
GL
1119
Graypoint LLC
New York
$1.27M -$37.1K -494 -3%
MAM
1120
Madison Asset Management
Wisconsin
$1.27M -$1.79M -23,884 -57%
WBG
1121
Wharton Business Group
Pennsylvania
$1.27M -$375 -5 -0%
SWM
1122
Spire Wealth Management
Virginia
$1.27M +$131K +1,750 +11%
ESB
1123
Essex Savings Bank
Connecticut
$1.27M -$13.5K -180 -1%
MPIA
1124
Mountain Pacific Investment Advisers
Idaho
$1.27M -$4.8K -64 -0.4%
JCM
1125
Jacobi Capital Management
Pennsylvania
$1.26M +$2.63K +35 +0.2%
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