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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1226
Harbor Investment Advisory
Maryland
$403K +$53.2K +1,945 +14%
SFA
1227
Sequoia Financial Advisors
Ohio
$402K +$107K +3,915 +33%
TYCC
1228
Texas Yale Capital Corp
Florida
$401K +$68.5K +2,502 +19%
RWM
1229
Ritholtz Wealth Management
New York
$401K +$131K +4,805 +44%
VDI
1230
Vaughan David Investments
Illinois
$399K -$14M -510,746 -97%
FNBSF
1231
First National Bank Sioux Falls
South Dakota
$399K -$38.7K -1,414 -8%
GPA
1232
Garrison Point Advisors
California
$397K -$13.7K -500 -3%
BFA
1233
Bragg Financial Advisors
North Carolina
$396K -$74.6K -2,726 -15%
VFM
1234
Vivid Financial Management
California
$395K +$422K +15,439 New
SC
1235
SouthState Corp
Florida
$394K -$142K -5,195 -25%
PCG
1236
Private Capital Group
Connecticut
$393K -$17.7K -647 -4%
TP
1237
Truvvo Partners
New York
$393K +$106K +3,864 +34%
SIC
1238
Samalin Investment Counsel
New York
$393K +$160K +5,833 +61%
MAA
1239
Mraz Amerine & Associates
California
$391K -$5.47K -200 -1%
SLF
1240
Sun Life Financial
Ontario, Canada
$390K +$4K +146 +1%
AFP
1241
Ausdal Financial Partners
Iowa
$390K +$60.5K +2,212 +17%
MBTD
1242
Mechanics Bank - Trust Department
California
$388K -$54.3K -1,986 -12%
AWS
1243
AJ Wealth Strategies
New York
$388K +$414K +15,140 New
PWAP
1244
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$386K – – –
FCFC
1245
First Citizens Financial Corp
Iowa
$384K +$17.8K +649 +5%
DI
1246
Diligent Investors
California
$384K +$72.9K +2,665 +22%
AIA
1247
AIMZ Investment Advisors
California
$383K +$21.9K +800 +6%
FFS
1248
Founders Financial Securities
Maryland
$381K -$2.74K -100 -0.7%
CPC
1249
Congress Park Capital
New York
$381K +$407K +14,870 New
FMWA
1250
Forvis Mazars Wealth Advisors
Missouri
$380K -$212K -7,734 -34%
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50
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