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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1251
Cannell & Co
New York
$495K – – –
OPCM
1252
Osborne Partners Capital Management
California
$493K +$23.8K +546 +4%
PWM
1253
Purus Wealth Management
California
$493K +$3.66K +84 +0.6%
WAM
1254
Weatherly Asset Management
California
$492K – – –
CA
1255
Carson Advisory
Georgia
$492K -$73.7K -1,692 -11%
LWCFA
1256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$491K -$411K -9,419 -42%
FMWA
1257
Forvis Mazars Wealth Advisors
Missouri
$489K -$8.89K -204 -2%
GS
1258
Gagnon Securities
New York
$488K -$157K -3,602 -22%
WG
1259
Welch Group
Alabama
$487K +$1.4K +32 +0.2%
CCM
1260
Chilton Capital Management
Texas
$486K -$14.2K -325 -2%
FNBT
1261
FineMark National Bank & Trust
Florida
$484K -$1.05K -24 -0.2%
HT
1262
HAP Trading
New York
$484K +$564K +12,935 New
SSWM
1263
Sheets Smith Wealth Management
North Carolina
$482K +$131 +3 +0%
WIM
1264
WealthPlan Investment Management
Nebraska
$480K -$999K -22,921 -64%
HH
1265
Hilltop Holdings
Texas
$480K -$4.58K -105 -0.8%
FLI
1266
Family Legacy Inc
South Carolina
$478K – – –
RC
1267
Rovin Capital
Arizona
$478K -$32.5K -746 -6%
WIC
1268
Woodmont Investment Counsel
Tennessee
$477K -$4.36K -100 -0.8%
CFGS
1269
Concourse Financial Group Securities
Alabama
$477K +$16.3K +373 +3%
SFO
1270
Stokes Family Office
Louisiana
$476K -$50.8K -1,166 -8%
FSCM
1271
Front Street Capital Management
Montana
$474K -$20.7K -475 -4%
PWMAG
1272
Pinnacle Wealth Management Advisory Group
New Jersey
$474K +$160K +3,671 +41%
HCM
1273
Highlander Capital Management
New Jersey
$472K -$8.72K -200 -2%
WI
1274
Wintrust Investments
Illinois
$470K +$548K +12,576 New
RWA
1275
River Wealth Advisors
Pennsylvania
$469K +$161K +3,695 +42%
49 50
51
52 53