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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1301
Jacobs & Co
California
$465K +$29.2K +665 +6%
AMIM
1302
Aull & Monroe Investment Management
Alabama
$464K – – –
PCI
1303
Pacifica Capital Investments
Texas
$464K – – –
SAM
1304
Summit Asset Management
Tennessee
$464K – – –
IFWM
1305
Institute for Wealth Management
Colorado
$464K +$7.46K +170 +1%
DBIA
1306
Dumont & Blake Investment Advisors
New Jersey
$463K -$6.71K -153 -1%
HI
1307
Hudock Inc
Pennsylvania
$463K +$4.13K +94 +0.8%
MBT
1308
Montecito Bank & Trust
California
$462K – – –
CCFM
1309
Clear Creek Financial Management
Washington
$460K +$171K +3,899 +50%
CWM
1310
Cornerstone Wealth Management
Missouri
$459K -$5.4K -123 -1%
BW
1311
Basepoint Wealth
Iowa
$457K +$10.9K +248 +2%
PIA
1312
Perennial Investment Advisors
California
$456K -$25K -569 -5%
WA
1313
Wealth Alliance
New York
$456K +$10K +228 +2%
OWP
1314
Obermeyer Wealth Partners
Colorado
$454K +$7.55K +172 +2%
S
1315
Surevest
California
$452K – – –
MWM
1316
Modera Wealth Management
New Jersey
$450K +$14.9K +339 +3%
PPP
1317
Private Portfolio Partners
New Jersey
$450K +$307 +7 +0.1%
DLA
1318
Douglas Lane & Associates
New York
$447K -$9.48K -216 -2%
JCM
1319
Jacobi Capital Management
Pennsylvania
$446K -$37.2K -848 -7%
GTAM
1320
Global Trust Asset Management
Florida
$446K -$4.26K -97 -0.8%
CA
1321
Claro Advisors
Massachusetts
$445K -$13.3K -304 -3%
DA
1322
DSC Advisors
Illinois
$445K -$7.11K -162 -1%
AWS
1323
AJ Wealth Strategies
New York
$443K +$395 +9 +0.1%
LCM
1324
Leisure Capital Management
California
$443K +$11.9K +272 +2%
OWA
1325
One Wealth Advisors
California
$443K +$497K +11,316 New
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