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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1376
Studio Investment Management
Illinois
$919K -$130K -1,602 -13%
HWA
1377
HCR Wealth Advisors
California
$911K – – –
ATFA
1378
All Terrain Financial Advisors
Minnesota
$911K -$48.3K -595 -5%
WA1
1379
Wimmer Associates 1
California
$906K -$182K -2,250 -17%
MP
1380
Mangrove Partners
Connecticut
$905K +$875K +10,794 New
AIIMS
1381
Analyst IMS Investment Management Services
Israel
$904K -$215K -2,650 -20%
AWM
1382
Accurate Wealth Management
Florida
$901K +$104K +1,281 +14%
AIM
1383
Aspen Investment Management
Michigan
$900K – – –
SW
1384
SVB Wealth
Massachusetts
$899K -$194K -2,398 -18%
QPWM
1385
Quadrant Private Wealth Management
Pennsylvania
$898K +$89.6K +1,105 +12%
OC
1386
Opinicus Capital
Florida
$898K +$37.9K +467 +5%
IWA
1387
IVC Wealth Advisors
Pennsylvania
$895K -$41.7K -514 -5%
WT
1388
Washington Trust
Rhode Island
$892K -$2.19K -27 -0.3%
HTI
1389
Hikari Tsushin Inc
Japan
$891K – – –
APP
1390
Avantax Planning Partners
Iowa
$888K +$405 +5 +0%
PWW
1391
Pettyjohn Wood & White
Virginia
$883K +$81 +1 +0%
BCFD
1392
Boit C.F. David
$882K – – –
AWAP
1393
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$881K -$48.8K -602 -5%
LW
1394
Linscomb Wealth
Texas
$874K +$78K +962 +10%
FMLI
1395
Fukoku Mutual Life Insurance
Japan
$873K -$50K -616 -6%
KA
1396
Klingman & Associates
New York
$873K +$542K +6,683 +179%
MIFH
1397
Migdal Insurance & Financial Holdings
Israel
$872K +$791K +9,759 +1,618%
CCA
1398
Carrera Capital Advisors
Michigan
$869K +$32.4K +400 +4%
SOS
1399
Silver Oak Securities
Tennessee
$866K +$585K +7,216 +231%
MBT
1400
Montecito Bank & Trust
California
$866K +$838K +10,330 New
54 55
56
57 58