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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1276
Legacy Private Trust
Wisconsin
$475K +$507K +11,807 New
PIA
1277
Perennial Investment Advisors
California
$474K +$5.41K +126 +1%
JCM
1278
Jacobi Capital Management
Pennsylvania
$474K +$17.3K +403 +4%
FTC
1279
Farmers Trust Company
Ohio
$473K +$50.3K +1,170 +11%
BHBT
1280
Burke & Herbert Bank & Trust
Virginia
$472K -$17.8K -415 -3%
LCM
1281
Leisure Capital Management
California
$472K +$18.4K +428 +4%
CT
1282
Chicago Trust
Illinois
$471K +$29.7K +692 +6%
LFASL
1283
Lugano Financial Advisors SA (LFA)
Switzerland
$471K +$251K +5,852 +100%
FNT
1284
First Nebraska Trust
Nebraska
$470K +$18.8K +438 +4%
FIM
1285
Freedom Investment Management
Connecticut
$470K -$21.4K -499 -4%
CFG
1286
Citizens Financial Group
Rhode Island
$469K -$196K -4,554 -28%
ISB
1287
Iowa State Bank
Iowa
$469K -$12.9K -300 -3%
ST
1288
Spinnaker Trust
Maine
$468K -$444K -10,335 -47%
TC
1289
Titleist Capital
Texas
$468K -$38.3K -891 -7%
WA
1290
Wealth Alliance
New York
$468K -$172 -4 -0%
BMC
1291
Beaton Management Company
Massachusetts
$467K +$17.8K +415 +4%
PCM
1292
PAR Capital Management
Massachusetts
$467K +$498K +11,600 New
S
1293
Surevest
California
$466K +$1.85K +43 +0.4%
AIM
1294
Anchor Investment Management
South Carolina
$465K +$41.8K +974 +9%
PWP
1295
Pursue Wealth Partners
California
$463K -$322K -7,500 -39%
FI
1296
Financial Insights
Washington
$463K +$495K +11,512 New
PPP
1297
Private Portfolio Partners
New Jersey
$462K +$387 +9 +0.1%
AMIM
1298
Aull & Monroe Investment Management
Alabama
$462K -$15.2K -354 -3%
OWP
1299
Obermeyer Wealth Partners
Colorado
$460K -$7.39K -172 -1%
AWAP
1300
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$457K -$29.3K -681 -6%
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