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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1176
IHT Wealth Management
Illinois
$649K -$277K -5,990 -30%
XSC
1177
X-Square Capital
Puerto Rico
$649K +$46.9K +1,014 +8%
WB
1178
Webster Bank
Connecticut
$645K -$30.1K -650 -4%
SHJ
1179
Sharkey, Howes & Javer
Colorado
$645K – – –
OCM
1180
Osterweis Capital Management
California
$645K +$192K +4,141 +42%
YIH
1181
Y-Intercept (HK)
Hong Kong
$644K +$642K +13,880 New
SSWM
1182
Sheets Smith Wealth Management
North Carolina
$643K +$9.54K +206 +2%
FSCM
1183
Front Street Capital Management
Montana
$638K -$576K -12,450 -48%
MCM
1184
Monument Capital Management
Virginia
$638K +$394K +8,522 +163%
CAG
1185
Csenge Advisory Group
Florida
$636K -$265K -5,721 -30%
BMM
1186
Buffington Mohr McNeal
Idaho
$636K -$278 -6 -0%
SFO
1187
Stokes Family Office
Louisiana
$635K +$32.8K +708 +5%
WLPWM
1188
Walled Lake Planning & Wealth Management
Illinois
$634K – – –
BCAM
1189
Boston Common Asset Management
Massachusetts
$633K -$602 -13 -0.1%
ISB
1190
Iowa State Bank
Iowa
$633K +$6.02K +130 +1%
AC
1191
Avestar Capital
New York
$631K – – –
MWM
1192
Meridian Wealth Management
Kentucky
$630K -$2.17K -47 -0.3%
RDWM
1193
Red Door Wealth Management
Tennessee
$630K +$67.8K +1,465 +12%
JWA
1194
JFS Wealth Advisors
Pennsylvania
$626K +$7.17K +155 +1%
WDL
1195
Well Done LLC
Michigan
$626K +$124K +2,689 +25%
WI
1196
Wintrust Investments
Illinois
$623K +$365K +7,882 +142%
ZIC
1197
ZWJ Investment Counsel
Georgia
$622K – – –
FNBT
1198
FineMark National Bank & Trust
Florida
$621K -$52.6K -1,136 -8%
WAM
1199
Weatherly Asset Management
California
$621K -$4.63K -100 -0.7%
GPA
1200
Garrison Point Advisors
California
$621K – – –
46 47
48
49 50