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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1226
Citizens Financial Group
Rhode Island
$704K +$17.1K +348 +2%
AWM
1227
Alterna Wealth Management
Texas
$704K +$722K +14,667 New
WA
1228
Waddell & Associates
Tennessee
$702K -$66K -1,340 -8%
MCM
1229
Monument Capital Management
Virginia
$702K +$43.1K +875 +6%
AIA
1230
AIMZ Investment Advisors
California
$696K -$8.37K -170 -1%
SIM
1231
Sentry Investment Management
Wisconsin
$695K -$1.15M -23,443 -62%
CPA
1232
Cardiff Park Advisors
California
$693K +$711K +14,435 New
HSA
1233
HBK Sorce Advisory
Pennsylvania
$692K +$4.38K +89 +0.6%
SB
1234
Sunflower Bank
Texas
$691K -$9.3K -189 -1%
LA
1235
LexAurum Advisors
Kansas
$689K -$9.55K -194 -1%
FMBTD
1236
First Midwest Bank Trust Division
Illinois
$689K – – –
SN
1237
Sittner & Nelson
Oregon
$688K – – –
AG
1238
Ascent Group
Virginia
$686K +$629K +12,774 New
ONGA
1239
O'Neil Global Advisors
California
$684K +$702K +14,249 New
SG
1240
StoneX Group
New York
$683K +$120K +2,441 +21%
JSW
1241
Journey Strategic Wealth
New Jersey
$680K +$698K +14,179 New
XSC
1242
X-Square Capital
Puerto Rico
$678K +$7.48K +152 +1%
BP
1243
Ballentine Partners
Massachusetts
$676K +$156K +3,163 +29%
IAIM
1244
International Assets Investment Management
Florida
$672K -$2.89M -58,616 -81%
CCM
1245
Chilton Capital Management
Texas
$672K -$219K -4,450 -24%
BCAM
1246
Boston Common Asset Management
Massachusetts
$672K +$17.7K +360 +3%
WB
1247
Webster Bank
Connecticut
$668K – – –
SFO
1248
Stokes Family Office
Louisiana
$667K +$11K +223 +2%
WPC
1249
Wedmont Private Capital
Pennsylvania
$667K +$586K +11,912 New
OCM
1250
Osterweis Capital Management
California
$666K – – –
48 49
50
51 52