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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1151
Obermeyer Wealth Partners
Colorado
$562K -$67.5K -1,588 -8%
IFG
1152
Investors Financial Group
Minnesota
$561K -$6.59K -155 -0.8%
HBT
1153
Hills Bank & Trust
Iowa
$556K -$528K -12,420 -39%
APF
1154
Alaska Permanent Fund
Alaska
$555K +$822K +19,340 New
ECM
1155
ExodusPoint Capital Management
New York
$553K -$9M -211,817 -92%
BHWM
1156
Bar Harbor Wealth Management
New Hampshire
$550K -$159K -3,730 -16%
IAN
1157
Integrated Advisors Network
Texas
$550K -$117K -2,762 -13%
GCM
1158
Glynn Capital Management
California
$550K – – –
CPA
1159
Clear Perspective Advisors
Illinois
$549K -$313K -7,361 -28%
WWM
1160
Western Wealth Management
Colorado
$547K +$296K +6,971 +57%
BHBT
1161
Burke & Herbert Bank & Trust
Virginia
$546K -$4.04K -95 -0.5%
EH
1162
Equitable Holdings
New York
$546K +$278K +6,541 +52%
VWM
1163
Vigilare Wealth Management
Arizona
$545K +$128K +3,000 +19%
MAM
1164
Meeder Asset Management
Ohio
$544K -$542K -12,757 -40%
CIM
1165
Chiron Investment Management
New York
$544K +$806K +18,965 New
DAM
1166
Doheny Asset Management
California
$542K – – –
MHS
1167
M Holdings Securities
Oregon
$542K +$803K +18,899 New
CG
1168
Caprock Group
Idaho
$541K -$305K -7,167 -28%
RG
1169
Rathbones Group
United Kingdom
$540K -$417K -9,802 -34%
TFO
1170
Tarbox Family Office
California
$540K +$24.3K +572 +3%
MGWM
1171
Marks Group Wealth Management
Minnesota
$540K +$91.8K +2,159 +13%
MIC
1172
Meridian Investment Counsel
California
$539K +$72.3K +1,700 +10%
SIC
1173
Shoker Investment Counsel
Ohio
$538K +$127K +2,987 +19%
NSAM
1174
North Star Asset Management
Wisconsin
$535K -$125K -2,950 -14%
IA
1175
IFP Advisors
Florida
$533K +$92.3K +2,172 +14%
45 46
47
48 49