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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1226
Gagnon Securities
New York
$533K – – –
CBT
1227
CoreFirst Bank & Trust
Kansas
$532K +$137K +3,163 +32%
CA
1228
Carson Advisory
Georgia
$531K -$15.9K -369 -3%
LCWP
1229
Legacy Capital Wealth Partners
Arkansas
$531K +$561K +13,002 New
BW
1230
Basepoint Wealth
Iowa
$531K +$5.96K +138 +1%
GL
1231
Graypoint LLC
New York
$529K +$47.4K +1,098 +9%
AC
1232
Allstate Corporation
Illinois
$528K – – –
HH
1233
Hilltop Holdings
Texas
$528K +$6.09K +141 +1%
PPG
1234
Peak Planning Group
Colorado
$525K +$216K +5,000 +64%
RC
1235
Rovin Capital
Arizona
$524K +$1.04K +24 +0.2%
BIM
1236
Bridges Investment Management
Nebraska
$524K -$358K -8,288 -39%
WPW
1237
Waldron Private Wealth
Pennsylvania
$523K -$45.5K -1,055 -8%
FLI
1238
Family Legacy Inc
South Carolina
$523K – – –
WI
1239
Wintrust Investments
Illinois
$523K +$2.94K +68 +0.5%
OFS
1240
OneAscent Financial Services
Alabama
$522K +$552K +12,777 New
CFGS
1241
Concourse Financial Group Securities
Alabama
$522K +$950 +22 +0.2%
IIA
1242
IPG Investment Advisors
California
$521K +$41.9K +970 +8%
BAM
1243
Belpointe Asset Management
Nevada
$521K +$166K +3,840 +43%
CFG
1244
Citizens Financial Group
Rhode Island
$519K -$63.6K -1,473 -10%
CCM
1245
Chilton Capital Management
Texas
$517K -$14.9K -345 -3%
OWP
1246
Obermeyer Wealth Partners
Colorado
$516K – – –
RWA
1247
River Wealth Advisors
Pennsylvania
$514K +$518 +12 +0.1%
SCM
1248
Sebold Capital Management
Illinois
$512K +$8.76K +203 +2%
EAM
1249
Eagle Asset Management
Florida
$511K +$117K +2,721 +28%
FNBT
1250
FineMark National Bank & Trust
Florida
$510K -$10.4K -241 -2%
48 49
50
51 52