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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
1126
Highland Capital Management (Tennessee)
Tennessee
$1.24M +$273 +4 +0%
PL
1127
Polianta Ltd
Jersey
$1.24M -$150K -2,200 -11%
EWA
1128
Exencial Wealth Advisors
Oklahoma
$1.23M -$46.8K -685 -4%
BP
1129
BBR Partners
New York
$1.23M +$11.1K +163 +0.9%
DG
1130
DMC Group
Alabama
$1.23M -$124K -1,823 -9%
JCM
1131
Jacobi Capital Management
Pennsylvania
$1.23M -$12.1K -177 -1%
AI
1132
Accredited Investors
Minnesota
$1.23M -$306K -4,484 -20%
JSW
1133
Journey Strategic Wealth
New Jersey
$1.22M +$4.23K +62 +0.4%
EP
1134
Edgestream Partners
New Jersey
$1.22M +$1.18M +17,354 New
DWM
1135
Dakota Wealth Management
Florida
$1.22M -$146K -2,136 -11%
HH
1136
Hilltop Holdings
Texas
$1.21M -$74.1K -1,086 -6%
SCTC
1137
Sanibel Captiva Trust Company
Florida
$1.21M +$197K +2,881 +20%
BCG
1138
Breakwater Capital Group
New Jersey
$1.21M -$14.8K -217 -1%
WBC
1139
West Branch Capital
Massachusetts
$1.21M +$408K +5,979 +53%
GIM
1140
Generali Investments Management
Slovenia
$1.21M +$1.17M +17,156 New
GWM
1141
Gibbs Wealth Management
Georgia
$1.2M -$27.8K -407 -2%
DAS
1142
Diversify Advisory Services
Utah
$1.2M -$693K -10,156 -37%
GPA
1143
Garrison Point Advisors
California
$1.2M – – –
DI
1144
Diligent Investors
California
$1.19M -$74.1K -1,086 -6%
BCM
1145
Boltwood Capital Management
California
$1.19M +$11.9K +175 +1%
VWM
1146
Vivid Wealth Management
Iowa
$1.19M +$22.2K +325 +2%
CRWM
1147
Castle Rock Wealth Management
California
$1.19M -$396K -5,793 -28%
MG
1148
Marex Group
$1.18M +$795K +11,639 +223%
SI
1149
Severin Investments
Missouri
$1.18M +$1.15M +16,857 New
SC
1150
Sawyer & Company
Massachusetts
$1.18M -$108K -1,584 -9%
44 45
46
47 48