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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1101
Barbara Oil Co
Illinois
$1.44M – – –
FNT
1102
First National Trust
Pennsylvania
$1.43M -$22.5K -312 -2%
VBFP
1103
Valtinson Bruner Financial Planning
Minnesota
$1.43M +$1.95K +27 +0.2%
RAG
1104
RIA Advisory Group
Iowa
$1.43M +$216 +3 +0%
KP
1105
Keel Point
Alabama
$1.43M +$265K +3,677 +26%
KFSC
1106
Keystone Financial Services (Colorado)
Colorado
$1.43M +$30.2K +419 +2%
MFIM
1107
Mesirow Financial Investment Management
Illinois
$1.43M -$1.39M -19,268 -52%
JCM
1108
Jacobi Capital Management
Pennsylvania
$1.42M +$13.1K +182 +1%
DWM
1109
Dakota Wealth Management
Florida
$1.42M +$34.8K +483 +3%
WBG
1110
Wharton Business Group
Pennsylvania
$1.42M – – –
GH
1111
GAM Holding
Switzerland
$1.42M +$1.27M +17,670 New
AI
1112
Accredited Investors
Minnesota
$1.42M +$220K +3,055 +21%
AIA
1113
Affinity Investment Advisors
California
$1.41M -$99.1K -1,374 -7%
PIM
1114
Penobscot Investment Management
Massachusetts
$1.41M +$5.48K +76 +0.4%
ESB
1115
Essex Savings Bank
Connecticut
$1.41M -$1.3K -18 -0.1%
HAM
1116
Hedges Asset Management
Nevada
$1.4M -$433K -6,000 -26%
GPA
1117
Garrison Point Advisors
California
$1.4M -$7.21K -100 -0.6%
HDA
1118
Harold Davidson & Associates
California
$1.4M +$1.26M +17,421 New
BP
1119
BBR Partners
New York
$1.39M -$2.16K -30 -0.2%
BAM
1120
Belpointe Asset Management
Nevada
$1.39M +$405K +5,621 +48%
SG
1121
StoneX Group
New York
$1.39M +$246K +3,410 +24%
HT
1122
Headlands Technologies
Illinois
$1.39M -$3.59M -49,764 -74%
DWA
1123
Delap Wealth Advisory
Oregon
$1.39M -$59.5K -825 -5%
VWM
1124
Vivid Wealth Management
Iowa
$1.38M +$9.59K +133 +0.8%
AA
1125
Alta Advisers
United Kingdom
$1.38M – – –
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