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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1326
Kovack Advisors
Florida
$535K +$25.5K +590 +6%
QC
1327
Quent Capital
New York
$535K +$23.4K +542 +5%
CT
1328
Chicago Trust
Illinois
$533K -$2.29K -53 -0.5%
CW
1329
CIC Wealth
Maryland
$532K -$186K -4,314 -29%
RCM
1330
Radnor Capital Management
Pennsylvania
$532K -$2.29K -53 -0.5%
DBIA
1331
Dumont & Blake Investment Advisors
New Jersey
$531K -$16.7K -387 -3%
TH
1332
TCTC Holdings
Texas
$530K -$22.2K -515 -5%
MBTD
1333
Mechanics Bank - Trust Department
California
$529K – – –
PPP
1334
Private Portfolio Partners
New Jersey
$527K -$2.72K -63 -0.6%
FMWA
1335
Forvis Mazars Wealth Advisors
Missouri
$527K -$76.7K -1,777 -14%
PTP
1336
Platform Technology Partners
New York
$523K -$1.29K -30 -0.3%
HTI
1337
Hikari Tsushin Inc
Japan
$523K – – –
DLA
1338
Douglas Lane & Associates
New York
$520K -$4.96K -115 -1%
CBA
1339
Coastal Bridge Advisors
Connecticut
$519K +$3.84K +89 +0.9%
LFA
1340
LGT Financial Advisors
Texas
$518K – – –
GM
1341
GeoWealth Management
Illinois
$518K +$362K +8,386 +396%
SI
1342
Symmetry Investments
Jersey
$518K -$883K -20,465 -66%
OPCM
1343
Osborne Partners Capital Management
California
$517K -$19.6K -454 -4%
SCP
1344
Sivia Capital Partners
California
$516K +$453K +10,486 New
AHL
1345
Abel Hall LLC
Louisiana
$516K +$452K +10,480 New
TFO
1346
Tarbox Family Office
California
$515K +$2.29K +53 +0.5%
GTAM
1347
Global Trust Asset Management
Florida
$515K – – –
LWP
1348
LMG Wealth Partners
Louisiana
$513K +$68.7K +1,591 +18%
HW
1349
Hancock Whitney
Mississippi
$512K -$20.9K -485 -4%
BMC
1350
Beaton Management Company
Massachusetts
$512K -$28.1K -650 -6%
52 53
54
55 56