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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1401
Atlas Wealth
Ohio
$739K +$718K +10,523 New
WFI
1402
West Family Investments
California
$738K -$10K -147 -1%
KP
1403
Keel Point
Alabama
$736K +$148K +2,172 +26%
DFG
1404
Delta Financial Group
New Jersey
$735K +$715K +10,468 New
AWAP
1405
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$734K -$3.82K -56 -0.5%
AM
1406
AGF Management
Ontario, Canada
$732K +$711K +10,420 New
OPCM
1407
Osborne Partners Capital Management
California
$731K -$6.83K -100 -1%
MBT
1408
Montecito Bank & Trust
California
$728K -$9.22K -135 -1%
TCM
1409
Tributary Capital Management
Nebraska
$727K -$30.7K -450 -4%
SIA
1410
SeaBridge Investment Advisors
New Jersey
$727K +$294K +4,301 +71%
SSWM
1411
Sheets Smith Wealth Management
North Carolina
$726K +$5.46K +80 +0.8%
WB
1412
Webster Bank
Connecticut
$725K +$29.4K +431 +4%
GSC
1413
G&S Capital
Colorado
$723K +$3.69K +54 +0.5%
PA
1414
Perennial Advisors
New York
$721K +$701K +10,262 New
TWP
1415
Tyche Wealth Partners
Texas
$720K -$120K -1,756 -15%
SC
1416
Steph & Co
Wisconsin
$720K – – –
T
1417
TOBAM
France
$717K -$196K -2,877 -22%
BFC
1418
Bedel Financial Consulting
Indiana
$712K +$73.1K +1,070 +14%
PP
1419
PDS Planning
Ohio
$711K +$11.8K +173 +2%
KCAM
1420
Kagan Cocozza Asset Management
New Jersey
$705K +$685K +10,040 New
JC
1421
Jacobs & Co
California
$705K – – –
GCP
1422
GSA Capital Partners
United Kingdom
$705K +$384K +5,619 +127%
ATFA
1423
All Terrain Financial Advisors
Minnesota
$703K -$27.3K -400 -4%
DMBA
1424
Deseret Mutual Benefit Administrators
Utah
$701K -$30.1K -441 -4%
MCM
1425
Monument Capital Management
Virginia
$700K +$5.33K +78 +0.8%
55 56
57
58 59