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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1126
Burke & Herbert Bank & Trust
Virginia
$476K -$62.3K -2,407 -13%
IWA
1127
IVC Wealth Advisors
Pennsylvania
$476K +$408K +15,779 New
FFA
1128
First Foundation Advisors
California
$474K -$39.8K -1,536 -9%
GIA
1129
GHP Investment Advisors
Colorado
$472K -$47.7K -1,842 -11%
CAG
1130
Csenge Advisory Group
Florida
$470K +$403K +15,569 New
MMA
1131
Miracle Mile Advisors
California
$469K -$26.8K -1,036 -6%
RAM
1132
Redmond Asset Management
Virginia
$469K +$27.5K +1,064 +7%
HCP
1133
Hexagon Capital Partners
Arkansas
$468K -$1.19K -46 -0.3%
PCA
1134
Providence Capital Advisors
North Carolina
$468K +$44.7K +1,728 +13%
ECG
1135
Edge Capital Group
Georgia
$466K -$194K -7,496 -33%
HT
1136
HighTower Trust
Texas
$466K +$114K +4,395 +40%
CNC
1137
Canandaigua National Corp
New York
$465K -$93.9K -3,629 -19%
TFO
1138
Tarbox Family Office
California
$465K -$16.6K -642 -4%
SVCP
1139
Silicon Valley Capital Partners
California
$464K -$273K -10,533 -41%
MAM
1140
McCarthy Asset Management
California
$458K +$392K +15,160 New
NIM
1141
Northeast Investment Management
Massachusetts
$455K -$10.5K -404 -3%
VCA
1142
Verdence Capital Advisors
Maryland
$454K -$234K -9,037 -38%
KFC
1143
Klingenstein Fields & Co
New York
$453K – – –
MGWM
1144
Marks Group Wealth Management
Minnesota
$452K -$258K -9,984 -40%
NSIM
1145
North Star Investment Management
Illinois
$452K -$26.4K -1,021 -6%
AIA
1146
AIMZ Investment Advisors
California
$452K +$492 +19 +0.1%
HWA
1147
HCR Wealth Advisors
California
$450K -$20.7K -800 -5%
WAM
1148
Weatherly Asset Management
California
$449K -$114K -4,405 -23%
ISB
1149
Iowa State Bank
Iowa
$448K -$56.2K -2,170 -13%
IAIM
1150
International Assets Investment Management
Florida
$447K -$142K -5,502 -12%
44 45
46
47 48