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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
1251
Stokes Family Office
Louisiana
$574K -$116K -2,610 -16%
SWM
1252
Shakespeare Wealth Management
Wisconsin
$574K -$664 -15 -0.1%
OCM
1253
Osterweis Capital Management
California
$574K – – –
WBCM
1254
Wilson & Boucher Capital Management
California
$573K – – –
WWM
1255
Western Wealth Management
Colorado
$572K -$860K -19,437 -58%
CBT
1256
CoreFirst Bank & Trust
Kansas
$572K -$196K -4,422 -24%
ZB
1257
Zions Bancorporation
Utah
$571K +$78.7K +1,778 +15%
DWP
1258
Daymark Wealth Partners
Ohio
$567K +$608K +13,744 New
FNA
1259
First National Advisers
Nebraska
$567K +$151K +3,405 +33%
FCA
1260
FinTrust Capital Advisors
South Carolina
$565K -$45.5K -1,029 -7%
WAP
1261
Wealthcare Advisory Partners
Pennsylvania
$564K +$115K +2,604 +24%
AHB
1262
Abner Herrman & Brock
New Jersey
$562K +$602K +13,606 New
EA
1263
Eclectic Associates
California
$562K +$7.39K +167 +1%
CIP
1264
Convergence Investment Partners
Florida
$558K -$1.42K -32 -0.2%
RC
1265
Rovin Capital
Arizona
$558K -$4.91K -111 -0.8%
AIA
1266
AIMZ Investment Advisors
California
$554K -$13.7K -310 -2%
CPA
1267
Cardiff Park Advisors
California
$554K +$133 +3 +0%
AWM
1268
Alterna Wealth Management
Texas
$552K +$2.52K +57 +0.4%
CWS
1269
Cypress Wealth Services
California
$552K -$20.3K -459 -3%
CCM
1270
Chilton Capital Management
Texas
$550K -$44 -1 -0%
KC
1271
Knuff & Co
California
$549K – – –
BCM
1272
Bluefin Capital Management
New York
$549K -$2.75M -62,224 -82%
FMWA
1273
Forvis Mazars Wealth Advisors
Missouri
$549K -$17.9K -404 -3%
AIA
1274
Arbor Investment Advisors
North Carolina
$548K +$587K +13,266 New
CC
1275
Cannell & Co
New York
$546K +$114K +2,580 +24%
49 50
51
52 53