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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1326
Prosperity Consulting Group
Maryland
$1.01M +$140K +1,724 +17%
BW
1327
BIP Wealth
Georgia
$1.01M +$685K +8,451 +237%
JFL
1328
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.01M +$40.5K +500 +4%
SYBT
1329
Stock Yards Bank & Trust
Kentucky
$1M +$45.2K +557 +5%
MAWA
1330
Moss Adams Wealth Advisors
Washington
$1M +$27.7K +342 +3%
NIM
1331
Northeast Investment Management
Massachusetts
$999K – – –
SWM
1332
SeaCrest Wealth Management
New York
$997K -$21.2K -262 -2%
TWM
1333
Thrive Wealth Management
Pennsylvania
$993K -$51.9K -640 -5%
CGL
1334
Clarius Group LLC
Washington
$988K -$387K -4,777 -29%
DG
1335
DMC Group
Alabama
$988K -$64.5K -795 -6%
EW
1336
Entruity Wealth
California
$987K -$43.4K -535 -4%
FFA
1337
Florida Financial Advisors
Florida
$984K -$193K -2,385 -17%
PWMAG
1338
Pinnacle Wealth Management Advisory Group
New Jersey
$983K +$1.7K +21 +0.2%
ASC
1339
Atalanta Sosnoff Capital
New York
$983K +$107K +1,324 +13%
MAM
1340
Madison Asset Management
Wisconsin
$983K -$127K -1,570 -12%
SC
1341
Sepio Capital
Utah
$979K +$157K +1,939 +20%
PCFFS
1342
Pacific Center for Financial Services
California
$979K -$190K -2,346 -17%
CIG
1343
Cullen Investment Group
Louisiana
$976K -$1.38K -17 -0.1%
LIA
1344
LBMC Investment Advisors
Tennessee
$975K +$365K +4,495 +63%
CCG
1345
Coastwise Capital Group
California
$968K +$4.78K +59 +0.5%
CCWM
1346
Correct Capital Wealth Management
Missouri
$968K – – –
RCM
1347
RB Capital Management
Nevada
$968K -$12.2K -151 -1%
ZBNA
1348
Zions Bancorporation, National Association
Utah
$967K +$184K +2,273 +25%
RWA
1349
River Wealth Advisors
Pennsylvania
$967K +$13.3K +164 +1%
KA
1350
Kovack Advisors
Florida
$967K -$5.27K -65 -0.6%
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