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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1126
Capital Wealth Planning
Florida
$1.03M +$645K +13,796 +172%
EWA
1127
Exencial Wealth Advisors
Oklahoma
$1.02M – – –
BWAM
1128
Boyd Watterson Asset Management
Ohio
$1.02M -$148K -3,157 -13%
QCMC
1129
Quantum Capital Management (California)
California
$1.02M +$24.6K +527 +3%
BI
1130
Bredin Investment
Delaware
$1.01M – – –
CIM
1131
CIM Investment Management
Pennsylvania
$1.01M +$40.8K +872 +4%
SIM
1132
Sonora Investment Management
Arizona
$1.01M +$514 +11 +0.1%
CM
1133
Crestline Management
Texas
$1.01M +$998K +21,332 New
TI
1134
Truehand Inc
New Hampshire
$1.01M – – –
SIG
1135
Schaller Investment Group
North Carolina
$1.01M – – –
WMG
1136
WESCAP Management Group
California
$999K – – –
PWW
1137
Pettyjohn Wood & White
Virginia
$997K -$94.8K -2,028 -9%
WB
1138
Webster Bank
Connecticut
$995K – – –
ALAM
1139
Asahi Life Asset Management
Japan
$989K -$181K -3,880 -16%
BMA
1140
Brooks Moore & Associates
Tennessee
$984K – – –
SSG
1141
Summit Securities Group
New York
$980K +$730K +15,600 +306%
VFPI
1142
Vantage Financial Partners (Illinois)
Illinois
$980K – – –
TG
1143
TCW Group
California
$979K -$163K -3,480 -14%
MCM
1144
Mengis Capital Management
Oregon
$979K +$327K +7,001 +51%
PWAP
1145
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$977K +$11.3K +242 +1%
LBC
1146
Lawrence B. Cohen
$973K -$32.3K -690 -3%
TBA
1147
Tower Bridge Advisors
Pennsylvania
$967K +$3.51K +75 +0.4%
CGL
1148
Clarius Group LLC
Washington
$963K -$71.6K -1,531 -7%
BHBT
1149
Burke & Herbert Bank & Trust
Virginia
$961K -$8.88K -190 -0.9%
JA
1150
JOYN Advisors
Georgia
$959K +$656K +14,037 +208%
44 45
46
47 48