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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1426
Canandaigua National Bank & Trust
New York
$535K -$58.6K -992 -10%
CIM
1427
CIM Investment Management
Pennsylvania
$533K -$3.13K -53 -0.6%
TCB
1428
Texas Capital Bancshares
Texas
$532K -$21.1K -358 -4%
WLPWM
1429
Walled Lake Planning & Wealth Management
Illinois
$532K +$4.55K +77 +0.9%
CCS
1430
Concentric Capital Strategies
Connecticut
$529K +$526K +8,907 New
SWM
1431
SilverOak Wealth Management
Minnesota
$529K -$46.9K -794 -8%
NBT
1432
Northwest Bank & Trust
Iowa
$525K +$446K +7,559 +588%
CCA
1433
Carrera Capital Advisors
Michigan
$525K +$522K +8,839 New
GITFIT
1434
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$525K -$41.3K -700 -7%
TAM
1435
Tucker Asset Management
Colorado
$524K -$5.67K -96 -1%
POIA
1436
Pin Oak Investment Advisors
Texas
$524K +$29.5K +500 +6%
MIP
1437
Marietta Investment Partners
Wisconsin
$523K – – –
MCM
1438
Manchester Capital Management
Vermont
$522K -$26.7K -452 -5%
1WM
1439
1900 Wealth Management
Texas
$522K -$11.7K -199 -2%
HCM
1440
Hodges Capital Management
Texas
$521K -$29.5K -500 -5%
FSCM
1441
Front Street Capital Management
Montana
$521K -$20.1K -340 -4%
HI
1442
Hudock Inc
Pennsylvania
$520K +$59 +1 +0%
AMG
1443
Advisors Management Group
Wisconsin
$520K -$27K -457 -5%
FWP
1444
FAS Wealth Partners
Kansas
$520K +$1.65K +28 +0.3%
NIM
1445
Northeast Investment Management
Massachusetts
$519K – – –
RMDI
1446
R.M. Davis Inc
Maine
$518K – – –
BCA
1447
Bray Capital Advisors
Florida
$517K +$295 +5 +0.1%
EWM
1448
Evermay Wealth Management
Virginia
$517K – – –
SC
1449
Summa Corp
Texas
$517K – – –
BAM
1450
Belpointe Asset Management
Nevada
$514K -$588K -9,967 -54%
56 57
58
59 60