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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
Shoker Investment Counsel
Ohio
$739K +$130K +2,648 +21%
AIM
1302
Aspen Investment Management
Michigan
$735K -$70.1K -1,425 -9%
BAM
1303
Barrett Asset Management
New York
$734K +$8.85K +180 +1%
AAM
1304
Augustine Asset Management
Florida
$733K +$11.9K +241 +2%
TTWM
1305
TCV Trust & Wealth Management
Virginia
$729K -$155K -3,147 -17%
FFA
1306
First Foundation Advisors
California
$729K -$88.9K -1,808 -11%
NC
1307
Noked Capital
Israel
$725K – – –
NI
1308
Noked Israel
Israel
$725K – – –
NWP
1309
Northstar Wealth Partners
Connecticut
$725K – – –
SC
1310
Sovarnum Capital
New York
$725K +$738K +15,000 New
CC
1311
Chicago Capital
Illinois
$724K – – –
JFA
1312
JNBA Financial Advisors
Minnesota
$721K -$71.9K -1,462 -9%
LG
1313
LaFleur & Godfrey
Michigan
$721K +$177K +3,600 +32%
PAS
1314
Park Avenue Securities
New York
$719K +$724K +14,724 New
1IA
1315
1834 Investment Advisors
Wisconsin
$717K -$129K -2,622 -15%
WEC
1316
Winslow Evans & Crocker
Massachusetts
$714K +$39K +792 +6%
FVWA
1317
Foster Victor Wealth Advisors
South Carolina
$713K +$69.8K +1,419 +11%
GBT
1318
Grove Bank & Trust
Florida
$710K +$10.5K +214 +1%
RA
1319
Rational Advisors
New York
$708K -$6.12M -124,358 -89%
AIA
1320
AIMZ Investment Advisors
California
$700K – – –
BEC
1321
Blue Edge Capital
Virginia
$700K -$318K -6,470 -31%
FCI
1322
Financial Counselors Inc
Kansas
$699K -$67.4K -1,371 -9%
SM
1323
Salzhauer Michael
$699K – – –
WPP
1324
Whalerock Point Partners
Rhode Island
$698K +$144K +2,920 +25%
NIM
1325
Northeast Investment Management
Massachusetts
$697K -$300K -6,095 -30%
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