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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$1.27M +$138K +2,748 +14%
AP
1302
Atwood & Palmer
Missouri
$1.27M -$304K -6,049 -21%
SCI
1303
Stableford Capital II
Arizona
$1.26M +$1.15M +22,883 New
SAA
1304
Southeast Asset Advisors
Georgia
$1.25M -$90K -1,790 -7%
WA
1305
Wheatland Advisors
Pennsylvania
$1.24M +$101 +2 +0%
PWAP
1306
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.23M +$101 +2 +0%
PCR
1307
Potrero Capital Research
California
$1.23M – – –
QCG
1308
Quadrant Capital Group
Ohio
$1.23M +$58.5K +1,164 +5%
AF
1309
Allworth Financial
California
$1.22M +$1.51K +30 +0.1%
CBN
1310
Cadence Bank NA
Texas
$1.22M +$146K +2,908 +15%
FC
1311
Forte Capital
New York
$1.22M -$146K -2,909 -12%
NSAM
1312
North Star Asset Management
Wisconsin
$1.22M -$88.7K -1,765 -7%
PWPCM
1313
Perella Weinberg Partners Capital Management
New York
$1.22M -$1.76M -34,988 -61%
FTC
1314
Farmers Trust Company
Ohio
$1.21M -$255K -5,073 -19%
CCG
1315
Cypress Capital Group
Florida
$1.21M -$653K -12,996 -37%
SHGA
1316
Sand Hill Global Advisors
California
$1.2M +$62.6K +1,244 +6%
AMIM
1317
Aull & Monroe Investment Management
Alabama
$1.2M -$5.03K -100 -0.5%
FIM
1318
Freedom Investment Management
Connecticut
$1.2M +$157K +3,118 +17%
GIA
1319
GHP Investment Advisors
Colorado
$1.2M +$178K +3,531 +19%
BP
1320
Ballentine Partners
Massachusetts
$1.2M +$262K +5,211 +31%
TWA
1321
TCI Wealth Advisors
Arizona
$1.19M +$21.2K +422 +2%
CAM
1322
Columbia Asset Management
Michigan
$1.19M -$95.8K -1,906 -8%
ID
1323
Integral Derivatives
New York
$1.19M -$1.73M -34,312 -61%
IDBONY
1324
Israel Discount Bank of New York
New York
$1.18M +$1.08M +21,440 New
TIM
1325
Thornburg Investment Management
New Mexico
$1.18M +$1.08M +21,403 New
51 52
53
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