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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1301
Madison Wealth Management
Ohio
$518K -$13.5K -306 -2%
MAA
1302
Mraz Amerine & Associates
California
$518K – – –
CWM
1303
C2C Wealth Management
Arizona
$515K -$173K -3,918 -25%
CG
1304
Cutler Group
California
$513K -$22.2K -502 -4%
CNC
1305
Canandaigua National Corp
New York
$512K -$18.4K -416 -3%
SAS
1306
Stelac Advisory Services
New York
$511K – – –
CFGS
1307
Concourse Financial Group Securities
Alabama
$511K -$14.2K -320 -3%
WB
1308
Webster Bank
Connecticut
$510K – – –
TH
1309
TCTC Holdings
Texas
$508K +$331K +7,472 +155%
SCM
1310
Sebold Capital Management
Illinois
$507K +$543K +12,272 New
IAS
1311
Insigneo Advisory Services
Florida
$506K +$542K +12,247 New
CCA
1312
Childress Capital Advisors
Texas
$504K +$26.3K +595 +5%
9WM
1313
9258 Wealth Management
Ohio
$503K +$44.9K +1,015 +9%
LCAM
1314
London & Capital Asset Management
United Kingdom
$501K – – –
SC
1315
SouthState Corp
Florida
$498K -$1.15K -26 -0.2%
AIM
1316
Anchor Investment Management
South Carolina
$498K +$21.5K +486 +4%
NIM
1317
Northeast Investment Management
Massachusetts
$496K -$178K -4,031 -25%
NAS
1318
Nicolet Advisory Services
Wisconsin
$496K +$37.1K +838 +8%
FHA
1319
Flagship Harbor Advisors
Massachusetts
$495K -$26.9K -608 -5%
MBT
1320
Montecito Bank & Trust
California
$494K – – –
KA
1321
Kovack Advisors
Florida
$493K -$103K -2,330 -16%
JC
1322
Jacobs & Co
California
$493K +$2.88K +65 +0.5%
GCS
1323
Gordian Capital (Singapore)
Singapore
$492K +$262K +5,925 +99%
MA
1324
MCF Advisors
Kentucky
$489K +$47.1K +1,065 +10%
DBIA
1325
Dumont & Blake Investment Advisors
New Jersey
$488K +$89 +2 +0%
51 52
53
54 55