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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1251
MTM Investment Management
South Carolina
$1.31M -$58.2K -670 -5%
SGI
1252
Summit Global Investments
Utah
$1.31M -$3.47M -39,931 -74%
NFG
1253
Nations Financial Group
Iowa
$1.31M +$1.22K +14 +0.1%
MSWM
1254
McGlone Suttner Wealth Management
Wisconsin
$1.31M +$69.7K +803 +6%
TCM
1255
Telos Capital Management
California
$1.31M – – –
FFA
1256
Florida Financial Advisors
Florida
$1.31M +$205K +2,362 +20%
Q
1257
QVR
California
$1.3M +$771K +8,879 +174%
CWP
1258
Cyndeo Wealth Partners
Florida
$1.3M -$26.1K -301 -2%
LF
1259
LifeSteps Financial
California
$1.3M +$260 +3 +0%
NP
1260
Nilsine Partners
Colorado
$1.3M +$117K +1,349 +11%
SC
1261
Scratch Capital
Idaho
$1.3M +$16.5K +190 +1%
JWM
1262
Jupiter Wealth Management
Colorado
$1.29M – – –
WWM
1263
Whalen Wealth Management
Nevada
$1.29M +$700K +8,058 +139%
RWP
1264
Ridgecrest Wealth Partners
California
$1.29M -$14.1K -162 -1%
AWM
1265
Arista Wealth Management
Nevada
$1.29M -$304K -3,497 -20%
CCA
1266
Childress Capital Advisors
Texas
$1.28M +$8.42K +97 +0.7%
NSAM
1267
North Star Asset Management
Wisconsin
$1.28M -$43.1K -496 -3%
PP
1268
PDS Planning
Ohio
$1.28M +$50.9K +586 +4%
AIM
1269
Anchor Investment Management
South Carolina
$1.28M -$18.1K -208 -1%
CIC
1270
Chilton Investment Company
Connecticut
$1.28M -$256K -2,953 -18%
FFG
1271
Fiduciary Financial Group
California
$1.28M +$29.3K +338 +3%
LI
1272
Lafayette Investments
Maryland
$1.28M -$81.2K -935 -6%
JSAM
1273
J. Safra Asset Management
New York
$1.27M +$484K +5,578 +69%
NCM
1274
Neumann Capital Management
California
$1.27M – – –
SIC
1275
Salem Investment Counselors
North Carolina
$1.27M -$50.4K -581 -4%
49 50
51
52 53