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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1301
Intrust Bank
Kansas
$497K +$741 +16 +0.1%
OFG
1302
Oxford Financial Group
Indiana
$497K +$1.71K +37 +0.3%
AP
1303
Atwood & Palmer
Missouri
$497K +$23.1K +500 +5%
BAM
1304
Barrett Asset Management
New York
$495K – – –
BFO
1305
Biltmore Family Office
North Carolina
$494K -$6.94K -150 -1%
AIM
1306
Aspen Investment Management
Michigan
$494K +$926 +20 +0.2%
WPW
1307
Waldron Private Wealth
Pennsylvania
$493K -$914K -19,740 -65%
OWIM
1308
Old West Investment Management
California
$492K – – –
GVAG
1309
Great Valley Advisor Group
Delaware
$490K -$17.7K -382 -3%
NAS
1310
Nicolet Advisory Services
Wisconsin
$490K -$11.8K -256 -2%
GTAM
1311
Global Trust Asset Management
Florida
$490K +$5.46K +118 +1%
KFGK
1312
Keystone Financial Group (Kentucky)
Kentucky
$490K +$8.19K +177 +2%
JCM
1313
Jacobi Capital Management
Pennsylvania
$488K -$276K -5,961 -36%
SIM
1314
SSI Investment Management
California
$488K +$2.04K +44 +0.4%
PCP
1315
Proficio Capital Partners
Massachusetts
$486K +$64.8K +1,400 +15%
PPG
1316
Peak Planning Group
Colorado
$486K +$485K +10,469 New
CBA
1317
Coastal Bridge Advisors
Connecticut
$485K – – –
PCM
1318
Penserra Capital Management
California
$484K -$6.62K -143 -1%
WA
1319
WESPAC Advisors
California
$484K +$257K +5,548 +114%
AWAP
1320
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$481K -$31.2K -675 -6%
WSTAM
1321
Wilbanks Smith & Thomas Asset Management
Virginia
$480K +$4.95K +107 +1%
AIM
1322
Anchor Investment Management
South Carolina
$479K +$21.7K +469 +5%
9WM
1323
9258 Wealth Management
Ohio
$478K +$15.2K +328 +3%
HWA
1324
HCR Wealth Advisors
California
$477K – – –
SC
1325
Steph & Co
Wisconsin
$476K – – –
51 52
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