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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1326
Perennial Investment Advisors
California
$488K +$1.28K +29 +0.2%
OFG
1327
Oxford Financial Group
Indiana
$485K +$88.2K +1,992 +20%
FTC
1328
Farmers Trust Company
Ohio
$485K – – –
LCM
1329
Leisure Capital Management
California
$485K – – –
FNT
1330
First Nebraska Trust
Nebraska
$483K – – –
FSA
1331
Fort Sheridan Advisors
Illinois
$482K -$15.5K -350 -3%
BIC
1332
Beach Investment Counsel
Pennsylvania
$482K -$66.4K -1,500 -11%
ISB
1333
Iowa State Bank
Iowa
$482K – – –
ST
1334
Spinnaker Trust
Maine
$481K – – –
DLA
1335
Douglas Lane & Associates
New York
$480K +$13.3K +300 +3%
CSPIA
1336
Cary Street Partners Investment Advisory
Virginia
$477K -$41.5K -938 -8%
BHBT
1337
Burke & Herbert Bank & Trust
Virginia
$476K -$8.85K -200 -2%
PAM
1338
Premier Asset Management
Illinois
$476K +$28.1K +635 +6%
PWP
1339
Pursue Wealth Partners
California
$475K – – –
PPP
1340
Private Portfolio Partners
New Jersey
$475K +$354 +8 +0.1%
BMC
1341
Beaton Management Company
Massachusetts
$473K -$7.08K -160 -1%
GL
1342
Graypoint LLC
New York
$473K +$94.9K +2,144 +23%
OWP
1343
Obermeyer Wealth Partners
Colorado
$471K -$531 -12 -0.1%
TCOV
1344
Trust Company of Vermont
Vermont
$471K +$115K +2,590 +29%
RCM
1345
Radnor Capital Management
Pennsylvania
$470K – – –
BW
1346
Basepoint Wealth
Iowa
$468K +$310 +7 +0.1%
AWS
1347
AJ Wealth Strategies
New York
$468K +$443 +10 +0.1%
CFA
1348
Cahill Financial Advisors
Minnesota
$468K +$2.61K +59 +0.5%
FWP
1349
FAS Wealth Partners
Kansas
$466K +$5.71K +129 +1%
HWP
1350
Highline Wealth Partners
California
$466K – – –
52 53
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55 56