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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1201
Shakespeare Wealth Management
Wisconsin
$560K -$3.22K -75 -0.5%
OCM
1202
Osterweis Capital Management
California
$559K – – –
WLPWM
1203
Walled Lake Planning & Wealth Management
Illinois
$559K – – –
WBCM
1204
Wilson & Boucher Capital Management
California
$558K – – –
FFA
1205
First Foundation Advisors
California
$555K +$35.4K +825 +6%
TCM
1206
Triumph Capital Management
Colorado
$553K -$4.42K -103 -0.7%
AIA
1207
AIMZ Investment Advisors
California
$552K – – –
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$551K -$36.4K -847 -6%
BP
1209
BBR Partners
New York
$550K -$336K -7,817 -36%
WIC
1210
Woodmont Investment Counsel
Tennessee
$550K – – –
AI
1211
AXS Investments
New York
$548K -$104K -2,430 -15%
RC
1212
Rovin Capital
Arizona
$548K -$16.7K -388 -3%
CIP
1213
Convergence Investment Partners
Florida
$545K -$178K -4,138 -23%
CA
1214
Carson Advisory
Georgia
$545K -$11.4K -265 -2%
RWA
1215
RGT Wealth Advisors
Texas
$544K +$104K +2,432 +22%
FSCM
1216
Front Street Capital Management
Montana
$541K -$13.5K -315 -2%
EA
1217
Eclectic Associates
California
$540K -$34.2K -796 -6%
CPA
1218
Cardiff Park Advisors
California
$539K -$44.3K -1,031 -7%
FNBT
1219
FineMark National Bank & Trust
Florida
$539K -$7.26K -169 -1%
WSTAM
1220
Wilbanks Smith & Thomas Asset Management
Virginia
$537K +$134K +3,120 +31%
AWM
1221
Alterna Wealth Management
Texas
$536K -$58K -1,350 -9%
CCM
1222
Chilton Capital Management
Texas
$536K -$15K -350 -3%
PWW
1223
Pettyjohn Wood & White
Virginia
$536K +$86 +2 +0%
KC
1224
Knuff & Co
California
$535K – – –
GWMI
1225
Guardian Wealth Management (Illinois)
Illinois
$535K +$344 +8 +0.1%
47 48
49
50 51