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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1151
Wealthspire Advisors (New York)
New York
$628K +$220K +5,089 +50%
NWM
1152
Northwest Wealth Management
Iowa
$627K +$36.2K +839 +6%
AWA
1153
Arkadios Wealth Advisors
Georgia
$627K -$81.2K -1,880 -11%
AC
1154
Abbrea Capital
California
$627K -$11K -255 -2%
RWP
1155
Ridgecrest Wealth Partners
California
$627K +$1.73K +40 +0.3%
CT
1156
Cambridge Trust
Massachusetts
$624K +$19.1K +442 +3%
PFA
1157
Pure Financial Advisors
California
$621K +$17.9K +414 +3%
SYBT
1158
Stock Yards Bank & Trust
Kentucky
$620K -$52.4K -1,213 -7%
BCM
1159
Becker Capital Management
Oregon
$620K +$44.6K +1,034 +7%
CW
1160
CIC Wealth
Maryland
$618K -$40.8K -944 -6%
ANTB
1161
AMG National Trust Bank
Colorado
$618K -$36.7K -850 -5%
BCP
1162
Blackhawk Capital Partners
Wisconsin
$617K +$3.02K +70 +0.5%
JWM
1163
Jupiter Wealth Management
Colorado
$613K – – –
AIM
1164
Anchor Investment Management
South Carolina
$609K -$30.9K -715 -5%
PCM
1165
Prelude Capital Management
New York
$608K +$403K +9,339 +169%
LWM
1166
Liberty Wealth Management
California
$606K +$1.12K +26 +0.2%
MTC
1167
McDaniel Terry & Co
Texas
$605K – – –
CA
1168
Claro Advisors
Massachusetts
$604K -$26K -603 -4%
BIC
1169
Beach Investment Counsel
Pennsylvania
$604K +$200K +4,623 +45%
CWM
1170
C2C Wealth Management
Arizona
$604K +$165K +3,825 +33%
VA
1171
Valmark Advisers
Ohio
$603K -$3.19K -74 -0.5%
CIP
1172
Convergence Investment Partners
Florida
$602K +$71.9K +1,666 +13%
HWAM
1173
Hennion & Walsh Asset Management
New Jersey
$598K -$9.63K -223 -2%
AWAU
1174
Alliance Wealth Advisors (Utah)
Utah
$598K +$428K +9,921 +211%
JFA
1175
JNBA Financial Advisors
Minnesota
$595K -$4.32K -100 -0.7%
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