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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1401
Security National Bank of So Dak
Iowa
$537K +$221K +4,121 +59%
LCM
1402
Leisure Capital Management
California
$535K – – –
XSC
1403
X-Square Capital
Puerto Rico
$534K -$166K -3,106 -22%
PCM
1404
Pointe Capital Management
Michigan
$534K +$359K +6,709 +156%
FMC
1405
First Merchants Corp
Indiana
$533K – – –
BFO
1406
Biltmore Family Office
North Carolina
$532K +$121K +2,265 +26%
ZIM
1407
Zacks Investment Management
Illinois
$529K -$365K -6,813 -38%
MAM
1408
McCarthy Asset Management
California
$528K -$9.42K -176 -2%
PMFA
1409
Plante Moran Financial Advisors
Michigan
$528K +$33.3K +623 +6%
BCM
1410
BlueCrest Capital Management
Jersey
$527K +$582K +10,880 New
SC
1411
Steph & Co
Wisconsin
$525K – – –
AP
1412
Americana Partners
Texas
$523K -$115K -2,156 -17%
AC
1413
Annandale Capital
Texas
$523K +$321 +6 +0.1%
PCA
1414
Providence Capital Advisors
North Carolina
$523K +$9.37K +175 +2%
VIM
1415
VELA Investment Management
Ohio
$522K -$2.03K -38 -0.4%
OFG
1416
Oxford Financial Group
Indiana
$522K +$642 +12 +0.1%
FIA
1417
Foundations Investment Advisors
Arizona
$521K +$86.8K +1,622 +17%
GBT
1418
Grove Bank & Trust
Florida
$518K +$16.3K +305 +3%
HI
1419
Humankind Investments
New York
$517K -$59.5K -1,111 -9%
HWA
1420
HCR Wealth Advisors
California
$517K +$21.4K +400 +4%
CC
1421
Cannell & Co
New York
$516K +$18.7K +350 +3%
HTI
1422
Hikari Tsushin Inc
Japan
$515K – – –
WWM
1423
Windsor Wealth Management
Indiana
$513K +$52K +972 +10%
S
1424
Seeyond
France
$513K +$336K +6,282 +145%
IWM
1425
IHT Wealth Management
Illinois
$511K -$74.9K -1,399 -12%
55 56
57
58 59