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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1301
Johnson Investment Counsel
Ohio
$440K -$54.1K -1,241 -10%
DLA
1302
Douglas Lane & Associates
New York
$440K +$6.01K +138 +1%
MCM
1303
Monarch Capital Management
Indiana
$440K -$567K -13,004 -53%
FTC
1304
Farmers Trust Company
Ohio
$439K – – –
LCM
1305
Leisure Capital Management
California
$439K – – –
PIA
1306
Perennial Investment Advisors
California
$438K -$4.14K -95 -0.8%
DBIA
1307
Dumont & Blake Investment Advisors
New Jersey
$438K -$3.84K -88 -0.7%
PWP
1308
Pursue Wealth Partners
California
$437K +$7.85K +180 +2%
IHWM
1309
Iron Horse Wealth Management
Iowa
$436K +$18.6K +426 +4%
ST
1310
Spinnaker Trust
Maine
$435K – – –
FNT
1311
First Nebraska Trust
Nebraska
$435K -$3.1K -71 -0.6%
PTP
1312
Platform Technology Partners
New York
$434K +$41.2K +946 +9%
CSPIA
1313
Cary Street Partners Investment Advisory
Virginia
$433K +$1.57K +36 +0.3%
WB
1314
West Bancorporation
Iowa
$432K -$67.2K -1,541 -12%
DFG
1315
Delta Financial Group
New Jersey
$431K +$44.3K +1,017 +10%
AWA
1316
Alaska Wealth Advisors
Alaska
$430K -$459K -10,538 -48%
BHBT
1317
Burke & Herbert Bank & Trust
Virginia
$429K -$3.14K -72 -0.6%
BMC
1318
Beaton Management Company
Massachusetts
$428K – – –
BOH
1319
Bank of Hawaii
Hawaii
$426K +$6.45K +148 +1%
CW
1320
Connectus Wealth
Ohio
$425K -$2.51M -57,657 -84%
AWS
1321
AJ Wealth Strategies
New York
$425K +$1.26K +29 +0.3%
CFA
1322
Cahill Financial Advisors
Minnesota
$425K +$1.22K +28 +0.2%
HW
1323
Hancock Whitney
Mississippi
$423K -$348K -7,985 -41%
PPP
1324
Private Portfolio Partners
New Jersey
$422K -$9.33K -214 -2%
JSW
1325
Journey Strategic Wealth
New Jersey
$420K +$45.7K +1,048 +10%
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