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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1251
Anchor Investment Management
South Carolina
$971K +$1.28K +17 +0.1%
BTW
1252
Boston Trust Walden
Massachusetts
$970K – – –
FMLI
1253
Fukoku Mutual Life Insurance
Japan
$969K -$59.8K -796 -6%
BMA
1254
Brooks Moore & Associates
Tennessee
$968K – – –
TWP
1255
Tyche Wealth Partners
Texas
$968K +$242K +3,224 +31%
SC
1256
SouthState Corp
Florida
$965K +$310K +4,131 +44%
EAM
1257
Empirical Asset Management
Massachusetts
$965K -$3.69M -49,213 -79%
AIIMS
1258
Analyst IMS Investment Management Services
Israel
$964K – – –
CBA
1259
Coastal Bridge Advisors
Connecticut
$963K +$215K +2,862 +27%
CRC
1260
Curi RMB Capital
Illinois
$962K +$54.4K +725 +6%
KWA
1261
Kingswood Wealth Advisors
California
$958K -$380K -5,066 -28%
NFG
1262
Nations Financial Group
Iowa
$956K +$688K +9,158 +220%
TCM
1263
Telos Capital Management
California
$956K -$16.5K -220 -2%
KCM
1264
Kanawha Capital Management
Virginia
$953K -$18.3K -244 -2%
CP
1265
Clarendon Private
Massachusetts
$953K +$90.5K +1,205 +10%
CWM
1266
C2C Wealth Management
Arizona
$952K – – –
B
1267
Bailard
California
$950K +$302K +4,021 +44%
GC
1268
GFG Capital
Florida
$949K -$4.5K -60 -0.5%
GFA
1269
Gallagher Fiduciary Advisors
Illinois
$947K -$1.8K -24 -0.2%
DDC
1270
DF Dent & Co
Maryland
$947K +$751K +10,000 +314%
LCAM
1271
London & Capital Asset Management
United Kingdom
$946K -$2.1K -28 -0.2%
WAM
1272
Weatherly Asset Management
California
$945K – – –
1SB
1273
1ST Source Bank
Indiana
$945K +$1.05K +14 +0.1%
SWM
1274
Segment Wealth Management
Texas
$945K +$16.8K +224 +2%
RCWM
1275
Royal Capital Wealth Management
Indiana
$939K +$28.1K +374 +3%
49 50
51
52 53