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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1201
Cladis Investment Advisory
Montana
$781K – – –
CRI
1202
Colonial River Investments
Virginia
$780K +$781K +13,807 New
PAMG
1203
Patton Albertson Miller Group
Tennessee
$779K -$3.68K -65 -0.5%
OWP
1204
Obermeyer Wealth Partners
Colorado
$778K – – –
GFP
1205
Gryphon Financial Partners
Ohio
$776K -$40.9K -723 -5%
PNC
1206
Park National Corp
Ohio
$775K -$3.11K -55 -0.4%
CA
1207
Carson Advisory
Georgia
$775K -$3.28K -58 -0.4%
SWM
1208
Shakespeare Wealth Management
Wisconsin
$774K -$792 -14 -0.1%
VPP
1209
Vertex Planning Partners
Illinois
$774K -$1.19K -21 -0.2%
PCM
1210
Prelude Capital Management
New York
$772K +$495K +8,751 +178%
PL
1211
Plancorp LLC
Missouri
$770K +$6.28K +111 +0.8%
CWP
1212
Cyndeo Wealth Partners
Florida
$770K -$35.6K -630 -4%
NCM
1213
Neumann Capital Management
California
$770K – – –
FMLI
1214
Fukoku Mutual Life Insurance
Japan
$768K – – –
CPA
1215
Cardiff Park Advisors
California
$765K +$1.07K +19 +0.1%
BTW
1216
Boston Trust Walden
Massachusetts
$763K – – –
HWP
1217
Highline Wealth Partners
California
$762K +$1.75K +31 +0.2%
IRC
1218
Investors Research Corp
Georgia
$760K +$9.05K +160 +1%
AIIMS
1219
Analyst IMS Investment Management Services
Israel
$759K -$271K -4,789 -26%
RIA
1220
Richwood Investment Advisors
Ohio
$758K -$8.48K -150 -1%
CIG
1221
Cullen Investment Group
Louisiana
$752K -$3.56K -63 -0.5%
BAMF
1222
BI Asset Management Fondsmaeglerselskab
Denmark
$752K – – –
WIS
1223
Wright Investors Service
Connecticut
$752K -$702K -12,421 -48%
1SB
1224
1ST Source Bank
Indiana
$747K -$176K -3,112 -19%
GFA
1225
Gallagher Fiduciary Advisors
Illinois
$747K -$82.4K -1,457 -10%
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50 51