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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1401
Diametric Capital
Massachusetts
$866K +$838K +10,330 New
WP
1402
Wealthspan Partners
Iowa
$863K -$141K -1,733 -14%
ALAM
1403
Asahi Life Asset Management
Japan
$859K -$12.6K -155 -1%
WCA
1404
Westover Capital Advisors
Delaware
$859K +$97.3K +1,200 +13%
PIA
1405
Perennial Investment Advisors
California
$858K -$67.3K -830 -7%
ICP
1406
Interchange Capital Partners
Pennsylvania
$855K +$140K +1,732 +20%
BIP
1407
Blueprint Investment Partners
North Carolina
$854K +$826K +10,183 New
CVM
1408
Cheviot Value Management
California
$852K – – –
GRQ
1409
Gardner Russo & Quinn
Pennsylvania
$851K -$1.03M -12,699 -56%
PA
1410
Perennial Advisors
New York
$848K +$243 +3 +0%
WB
1411
Webster Bank
Connecticut
$846K -$33K -407 -4%
FFIC
1412
First Fiduciary Investment Counsel
Ohio
$844K – – –
BRWM
1413
Blue Rock Wealth Management
North Carolina
$843K +$23.3K +287 +3%
NFC
1414
Northstar Financial Companies
Pennsylvania
$843K +$63.3K +780 +8%
SIA
1415
SGL Investment Advisors
Montana
$842K +$48.6K +599 +7%
WB
1416
West Bancorporation
Iowa
$840K +$46.5K +574 +6%
KF
1417
Krilogy Financial
Missouri
$838K +$782K +9,642 New
PI
1418
Parkside Investments
Illinois
$838K – – –
SMA
1419
Seven Mile Advisory
New Jersey
$837K +$220K +2,719 +37%
BTWM
1420
Baker Tilly Wealth Management
Wisconsin
$836K +$145K +1,792 +22%
ZIG
1421
Zuckerman Investment Group
Illinois
$836K – – –
LJAC
1422
L.J. Altfest & Co
New York
$835K -$33.3K -411 -4%
AG
1423
AlTi Global
New York
$835K +$428K +5,283 +113%
WIC
1424
Woodmont Investment Counsel
Tennessee
$834K +$17.5K +216 +2%
MWM
1425
Manske Wealth Management
Texas
$832K -$35.7K -440 -4%
55 56
57
58 59