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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1301
Arete Wealth Advisors
Illinois
$457K +$183K +4,260 +60%
SB
1302
Sunflower Bank
Texas
$456K -$81.9K -1,907 -14%
GTAM
1303
Global Trust Asset Management
Florida
$456K -$1.55K -36 -0.3%
AWS
1304
AJ Wealth Strategies
New York
$456K +$473 +11 +0.1%
BW
1305
Basepoint Wealth
Iowa
$456K -$14.4K -335 -3%
DLA
1306
Douglas Lane & Associates
New York
$455K -$3.61K -84 -0.7%
HWP
1307
Highline Wealth Partners
California
$454K +$485K +11,294 New
CCFM
1308
Clear Creek Financial Management
Washington
$454K -$19.9K -464 -4%
CFA
1309
Cahill Financial Advisors
Minnesota
$454K +$115K +2,683 +31%
BTW
1310
Boston Trust Walden
Massachusetts
$453K +$239K +5,552 +97%
BCM
1311
BTR Capital Management
California
$452K – – –
ATFA
1312
All Terrain Financial Advisors
Minnesota
$450K +$62.5K +1,455 +15%
BOH
1313
Bank of Hawaii
Hawaii
$450K +$208K +4,849 +76%
SF
1314
Summit Financial
New Jersey
$450K +$153K +3,554 +47%
FWP
1315
FAS Wealth Partners
Kansas
$449K +$3.14K +73 +0.7%
9WM
1316
9258 Wealth Management
Ohio
$449K +$6.4K +149 +1%
NAS
1317
Nicolet Advisory Services
Wisconsin
$446K +$18.1K +422 +4%
VAM
1318
Vontobel Asset Management
New York
$445K -$3.39K -79 -0.7%
CA
1319
Claro Advisors
Massachusetts
$445K – – –
FDS
1320
First Dallas Securities
Texas
$445K +$8.59K +200 +2%
WAP
1321
Wealthcare Advisory Partners
Pennsylvania
$444K +$19.6K +456 +4%
RCM
1322
Radnor Capital Management
Pennsylvania
$443K – – –
WP
1323
WealthSpring Partners
California
$442K +$472K +10,982 New
PTP
1324
Platform Technology Partners
New York
$441K +$30.1K +700 +7%
PCM
1325
Pointe Capital Management
Michigan
$439K -$4.42K -103 -0.9%
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