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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1326
Concourse Financial Group Securities
Alabama
$632K -$423K -7,906 -38%
AG
1327
Ascent Group
Virginia
$627K +$8.4K +157 +1%
FHA
1328
Flagship Harbor Advisors
Massachusetts
$627K +$8.72K +163 +1%
ET
1329
Equitable Trust
Tennessee
$621K +$197K +3,680 +40%
FLI
1330
Family Legacy Inc
South Carolina
$620K – – –
LA
1331
Lakeside Advisors
Washington
$618K -$8.03K -150 -1%
HWAM
1332
Hennion & Walsh Asset Management
New Jersey
$617K +$682K +12,738 New
FMWA
1333
Forvis Mazars Wealth Advisors
Missouri
$612K +$154K +2,871 +29%
PWM
1334
Purus Wealth Management
California
$611K +$3.21K +60 +0.5%
AI
1335
AXS Investments
New York
$611K +$144K +2,694 +27%
JIC
1336
Johnson Investment Counsel
Ohio
$610K +$56.4K +1,053 +9%
MAA
1337
Mraz Amerine & Associates
California
$609K -$12.6K -236 -2%
WPW
1338
Waldron Private Wealth
Pennsylvania
$609K +$96.9K +1,810 +17%
DG
1339
DMC Group
Alabama
$608K -$52.6K -982 -7%
EWA
1340
EverSource Wealth Advisors
Alabama
$605K -$5.46K -102 -0.8%
HMS
1341
Hanseatic Management Services
New Mexico
$604K +$26.9K +503 +4%
BHBT
1342
Burke & Herbert Bank & Trust
Virginia
$603K -$44.6K -834 -6%
CA
1343
Continuum Advisory
Idaho
$599K +$735K +13,737 New
SAMC
1344
Spectrum Asset Management (California)
California
$598K -$43.6K -814 -6%
LWM
1345
Liberty Wealth Management
California
$597K +$1.82K +34 +0.3%
MS
1346
Maven Securities
Jersey
$596K +$153K +2,850 +30%
BOPW
1347
Brandywine Oak Private Wealth
Pennsylvania
$596K +$659K +12,315 New
ISB
1348
Iowa State Bank
Iowa
$595K – – –
OPCM
1349
Osborne Partners Capital Management
California
$594K -$32.6K -609 -5%
PIA
1350
Perennial Investment Advisors
California
$594K -$10.4K -195 -2%
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