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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1376
Beach Investment Counsel
Pennsylvania
$380K -$65.4K -1,500 -13%
CIM
1377
Contravisory Investment Management
Massachusetts
$380K +$8.67K +199 +2%
CFO
1378
Colony Family Offices
North Carolina
$379K – – –
QT
1379
Quantamental Technologies
New York
$377K -$1.01M -23,246 -70%
BFO
1380
Biltmore Family Office
North Carolina
$376K +$21.6K +495 +5%
ICP
1381
Interchange Capital Partners
Pennsylvania
$375K +$439K +10,068 New
FPWM
1382
FSB Premier Wealth Management
Iowa
$374K +$166K +3,809 +61%
FHA
1383
Flagship Harbor Advisors
Massachusetts
$374K -$86.6K -1,987 -17%
RCM
1384
RB Capital Management
Nevada
$373K +$2.09K +48 +0.5%
LA
1385
LVW Advisors
New York
$373K +$4.45K +102 +1%
ZIG
1386
Zuckerman Investment Group
Illinois
$373K – – –
FFG
1387
Fortem Financial Group
California
$373K -$42.6K -977 -9%
AA
1388
Alta Advisers
United Kingdom
$370K – – –
RCWM
1389
Royal Capital Wealth Management
Indiana
$370K +$11.5K +264 +3%
TFA
1390
Tranquilli Financial Advisor
New Jersey
$370K +$39.2K +899 +10%
AA
1391
ALPS Advisors
Colorado
$370K +$431K +9,885 New
MWM
1392
Modera Wealth Management
New Jersey
$369K -$2.4K -55 -0.6%
FPB
1393
First PREMIER Bank
South Dakota
$366K -$7.85K -180 -2%
BCA
1394
Bray Capital Advisors
Florida
$366K +$262 +6 +0.1%
AI
1395
AXS Investments
New York
$365K -$52K -1,193 -11%
BFC
1396
Bedel Financial Consulting
Indiana
$364K -$5.19K -119 -1%
MG
1397
Marex Group
$364K -$445K -10,221 -51%
CA
1398
Cornerstone Advisory
Maryland
$362K +$74.2K +1,702 +21%
HFM
1399
Hartford Financial Management
Connecticut
$359K – – –
FCIM
1400
Fairview Capital Investment Management
California
$358K – – –
54 55
56
57 58