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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1401
Belpointe Asset Management
Nevada
$692K +$669K +12,483 New
WCM
1402
Washington Capital Management
Washington
$690K – – –
PWA
1403
Providence Wealth Advisors
Illinois
$690K +$61.6K +1,150 +10%
PCI
1404
Pacifica Capital Investments
Texas
$689K – – –
BMC
1405
Beaton Management Company
Massachusetts
$687K +$33K +616 +5%
FNBTCON
1406
First National Bank & Trust Co of Newtown
Pennsylvania
$686K – – –
AB
1407
Atlas Brown
Kentucky
$685K – – –
CWS
1408
Cypress Wealth Services
California
$682K -$50.1K -936 -7%
JC
1409
Jacobs & Co
California
$681K – – –
TL
1410
TrueWealth LLC
Georgia
$680K -$2.2K -41 -0.3%
XS
1411
XR Securities
Illinois
$679K +$657K +12,254 New
BC
1412
Blueport Capital
Texas
$675K -$176K -3,281 -21%
FDCC
1413
Foster Dykema Cabot & Co
Massachusetts
$674K -$278K -5,197 -31%
JDR
1414
Jay D. Rosenbaum
$673K – – –
GLI
1415
Guardian Life Insurance
New York
$673K +$104K +1,939 +19%
GLA
1416
Great Lakes Advisors
Illinois
$672K -$221K -4,131 -25%
OCM
1417
One Capital Management
California
$670K -$229K -4,280 -26%
GLA
1418
Good Life Advisors
Pennsylvania
$667K -$132K -2,463 -17%
OC
1419
Oarsman Capital
Wisconsin
$666K +$6.32K +118 +1%
PP
1420
PrairieView Partners
Minnesota
$665K +$66.4K +1,239 +12%
MG
1421
Markel Group
Virginia
$665K +$643K +12,000 New
CFA
1422
Cahill Financial Advisors
Minnesota
$663K -$2.46K -46 -0.4%
IFWM
1423
Institute for Wealth Management
Colorado
$661K +$5.3K +99 +0.8%
SLF
1424
Sun Life Financial
Ontario, Canada
$659K +$580K +10,831 +1,031%
HCM
1425
Highlander Capital Management
New Jersey
$654K -$39.1K -730 -6%
55 56
57
58 59