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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1301
Summit Financial
New Jersey
$447K +$197K +4,566 +72%
HW
1302
Hancock Whitney
Mississippi
$445K -$79.2K -1,835 -14%
CT
1303
Chicago Trust
Illinois
$445K -$53.9K -1,249 -10%
RCM
1304
Radnor Capital Management
Pennsylvania
$444K +$469K +10,869 New
AP
1305
Americana Partners
Texas
$443K +$765K +17,712 New
PPP
1306
Private Portfolio Partners
New Jersey
$440K -$19K -440 -4%
LF
1307
Lee Financial
Texas
$440K -$771K -17,866 -62%
TAM
1308
Tocqueville Asset Management
New York
$439K -$115K -2,660 -20%
MBTD
1309
Mechanics Bank - Trust Department
California
$439K +$17.9K +414 +4%
PTP
1310
Platform Technology Partners
New York
$438K -$24.7K -573 -5%
AMIM
1311
Aull & Monroe Investment Management
Alabama
$437K -$6.95K -161 -1%
DLA
1312
Douglas Lane & Associates
New York
$436K -$42.9K -993 -9%
CA
1313
Capital Advantage
California
$436K +$461K +10,668 New
HTI
1314
Hikari Tsushin Inc
Japan
$434K – – –
AM
1315
AGF Management
Ontario, Canada
$432K +$457K +10,576 New
IHWM
1316
Iron Horse Wealth Management
Iowa
$431K -$8.63K -200 -2%
IFWM
1317
Institute for Wealth Management
Colorado
$431K -$14.9K -344 -3%
LFA
1318
LGT Financial Advisors
Texas
$430K -$12.7K -295 -3%
CBA
1319
Coastal Bridge Advisors
Connecticut
$428K – – –
GTAM
1320
Global Trust Asset Management
Florida
$427K -$9.46K -219 -2%
MAM
1321
McCarthy Asset Management
California
$427K +$130 +3 +0%
TFO
1322
Tarbox Family Office
California
$426K – – –
FFM
1323
Flagstone Financial Management
Nebraska
$425K – – –
LJAC
1324
L.J. Altfest & Co
New York
$424K -$42.1K -976 -9%
BL
1325
Balentine LLC
Georgia
$422K -$39.2K -907 -8%
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