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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1401
Grove Bank & Trust
Florida
$404K -$2.68K -60 -0.7%
LC
1402
Lindbrook Capital
California
$404K +$4.2K +94 +1%
MW
1403
Marcum Wealth
Ohio
$404K +$44.2K +990 +12%
AAP
1404
Arax Advisory Partners
Colorado
$403K +$398K +8,909 New
SMG
1405
Spectrum Management Group
Indiana
$402K – – –
HIMC
1406
Heritage Investors Management Corp
Maryland
$400K -$493K -11,035 -56%
IHWM
1407
Iron Horse Wealth Management
Iowa
$400K -$6.7K -150 -2%
RWA
1408
River Wealth Advisors
Pennsylvania
$399K +$134 +3 +0%
RFM
1409
Royal Fund Management
Florida
$398K +$7.28K +163 +2%
DA
1410
Denali Advisors
California
$394K -$1.54M -34,500 -80%
AIA
1411
Arbor Investment Advisors
North Carolina
$394K -$132K -2,959 -25%
TCM
1412
Tributary Capital Management
Nebraska
$394K -$17.9K -400 -4%
ONST
1413
Old North State Trust
North Carolina
$393K -$45.4K -1,017 -10%
MA
1414
MCF Advisors
Kentucky
$391K +$20.9K +469 +6%
WA
1415
Wealth Architects
California
$390K +$137K +3,070 +55%
22CM
1416
20/20 Capital Management
California
$389K +$61.8K +1,385 +19%
CAAS
1417
Capital Asset Advisory Services
Michigan
$388K -$593K -13,269 -61%
SC
1418
Schulhoff & Co
Ohio
$388K – – –
FPFS
1419
First Personal Financial Services
North Carolina
$388K +$15.6K +350 +4%
WAM
1420
Wolverine Asset Management
Illinois
$387K +$183K +4,090 +91%
MBTD
1421
Mechanics Bank - Trust Department
California
$386K -$89.3K -2,000 -19%
BFPW
1422
BOK Financial Private Wealth
Colorado
$386K +$143K +3,205 +60%
B
1423
Bailard
California
$385K +$142K +3,189 +60%
PMAS
1424
PNC Managed Account Solutions
Texas
$383K +$377K +8,452 New
CCWA
1425
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$383K +$378K +8,455 New
55 56
57
58 59