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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1201
Quadrant Private Wealth Management
Pennsylvania
$695K +$6.3K +146 +1%
BMA
1202
Brooks Moore & Associates
Tennessee
$694K – – –
LAM
1203
L2 Asset Management
Massachusetts
$690K +$544K +12,611 +892%
CIG
1204
Cullen Investment Group
Louisiana
$688K +$604K +13,988 New
OCM
1205
Osterweis Capital Management
California
$684K – – –
AFG
1206
Atomi Financial Group
New York
$682K +$598K +13,858 New
FCA
1207
FinTrust Capital Advisors
South Carolina
$682K +$24.3K +562 +4%
PCM
1208
Pointe Capital Management
Michigan
$682K +$5.65K +131 +1%
CIA
1209
Cladis Investment Advisory
Montana
$680K – – –
PNC
1210
Park National Corp
Ohio
$678K -$22.3K -517 -4%
FW
1211
FirstPurpose Wealth
Utah
$676K +$4.27K +99 +0.7%
KJWM
1212
Kiley Juergens Wealth Management
Washington
$676K -$25.2K -585 -4%
HFM
1213
Hartford Funds Management
Pennsylvania
$675K +$592K +13,709 New
SWM
1214
Shakespeare Wealth Management
Wisconsin
$675K – – –
PWM
1215
Purus Wealth Management
California
$674K +$20.3K +471 +4%
PGIM
1216
Pacific Global Investment Management
California
$673K +$69.9K +1,620 +13%
FCI
1217
Financial Counselors Inc
Kansas
$672K -$244K -5,649 -29%
WSTAM
1218
Wilbanks Smith & Thomas Asset Management
Virginia
$671K -$91.8K -2,128 -13%
NCM
1219
Neumann Capital Management
California
$670K – – –
RIA
1220
Richwood Investment Advisors
Ohio
$670K -$35.2K -816 -6%
HWAM
1221
Hennion & Walsh Asset Management
New Jersey
$666K -$47.2K -1,094 -7%
BFA
1222
Bragg Financial Advisors
North Carolina
$666K -$42K -974 -7%
CPA
1223
Cardiff Park Advisors
California
$664K +$906 +21 +0.2%
JCM
1224
Jacobi Capital Management
Pennsylvania
$661K +$1.64K +38 +0.3%
CWM
1225
C2C Wealth Management
Arizona
$661K -$82.3K -1,907 -12%
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