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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1301
Leisure Capital Management
California
$431K -$78.7K -2,223 -17%
PSC
1302
Prentiss Smith & Co
Vermont
$431K -$15.6K -440 -4%
TA
1303
Tiedemann Advisors
New York
$430K +$41.6K +1,174 +12%
CMO
1304
Covenant Multifamily Offices
Texas
$429K +$389K +10,991 New
WDL
1305
Well Done LLC
Michigan
$427K +$146K +4,121 +61%
QVT
1306
Quantitative Value Technologies
Kansas
$427K +$387K +10,935 New
FAIM
1307
Financial Advocates Investment Management
Washington
$426K -$22.8K -643 -6%
FNT
1308
First Nebraska Trust
Nebraska
$425K +$30.6K +864 +9%
GVAG
1309
Great Valley Advisor Group
Delaware
$425K +$384K +10,858 New
CTA
1310
Colonial Trust Advisors
South Carolina
$423K +$383K +10,827 New
BFO
1311
Biltmore Family Office
North Carolina
$422K -$49.6K -1,400 -11%
NAS
1312
Nicolet Advisory Services
Wisconsin
$422K -$425 -12 -0.1%
FWP
1313
FAS Wealth Partners
Kansas
$422K +$956 +27 +0.3%
FCIM
1314
Fairview Capital Investment Management
California
$421K -$28.4K -803 -7%
AC
1315
Annandale Capital
Texas
$421K -$991 -28 -0.3%
LA
1316
Lynch & Associates
Indiana
$420K +$35 +1 +0%
AIM
1317
Aspen Investment Management
Michigan
$419K -$3.72K -105 -1%
AWAP
1318
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$419K +$57K +1,610 +18%
BW
1319
Bison Wealth
Georgia
$418K -$22.3K -630 -6%
CT
1320
Chicago Trust
Illinois
$417K -$18.6K -525 -5%
BAM
1321
Barrett Asset Management
New York
$417K – – –
OFG
1322
Oxford Financial Group
Indiana
$417K +$248 +7 +0.1%
JIC
1323
Joel Isaacson & Co
New York
$416K -$124K -3,501 -25%
SCA
1324
Snowden Capital Advisors
New York
$414K +$375K +10,599 New
OWIM
1325
Old West Investment Management
California
$414K +$91.1K +2,573 +32%
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