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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Cascade Investment Advisors
Oregon
$1.01M -$46.4K -680 -5%
LPAM
1227
Lodestar Private Asset Management
California
$1.01M -$125K -1,824 -11%
FMLI
1228
Fukoku Mutual Life Insurance
Japan
$1M +$48.4K +709 +5%
VPP
1229
Vertex Planning Partners
Illinois
$1M +$40.7K +596 +4%
CA
1230
Claro Advisors
Massachusetts
$1M -$125K -1,838 -11%
WPW
1231
Waldron Private Wealth
Pennsylvania
$1M +$17.3K +254 +2%
SAM
1232
Silphium Asset Management
United Kingdom
$998K +$970K +14,208 New
TFA
1233
Tranquilli Financial Advisor
New Jersey
$998K -$97.4K -1,427 -9%
GI
1234
Gradient Investments
Minnesota
$994K -$6.62K -97 -0.7%
CCM
1235
Cohen Capital Management
California
$994K – – –
FNBSF
1236
First National Bank Sioux Falls
South Dakota
$993K – – –
CLA
1237
Carnegie Lake Advisors
New Jersey
$985K -$51.2K -750 -5%
LF
1238
LifeSteps Financial
California
$984K -$27K -396 -3%
BFA
1239
Bragg Financial Advisors
North Carolina
$984K +$66.2K +969 +7%
ACM
1240
Aljian Capital Management
Nevada
$982K +$335K +4,913 +54%
PAP
1241
Persistent Asset Partners
Hong Kong
$979K +$849K +12,428 New
AIM
1242
Aigen Investment Management
New York
$979K +$251K +3,671 +36%
CW
1243
CreativeOne Wealth
Kansas
$976K +$291K +4,255 +44%
LA
1244
Legacy Advisors
Pennsylvania
$976K -$6.69K -98 -0.7%
FFA
1245
Fragasso Financial Advisors
Pennsylvania
$975K -$9.01K -132 -0.9%
KJWM
1246
Kiley Juergens Wealth Management
Washington
$974K -$10.7K -156 -1%
SWM
1247
Shakespeare Wealth Management
Wisconsin
$972K +$8.88K +130 +0.9%
PAMG
1248
Patton Albertson Miller Group
Tennessee
$969K – – –
PNC
1249
Park National Corp
Ohio
$968K +$3.62K +53 +0.4%
SQA
1250
Simon Quick Advisors
New Jersey
$967K +$146K +2,138 +18%
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50
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