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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1426
Global Trust Asset Management
Florida
$699K +$14.8K +217 +2%
BMC
1427
Beaton Management Company
Massachusetts
$695K – – –
PTP
1428
Platform Technology Partners
New York
$694K -$103K -1,511 -13%
CWA
1429
Crux Wealth Advisors
California
$694K +$675K +9,885 New
RMDI
1430
R.M. Davis Inc
Maine
$694K +$56.9K +833 +9%
QPWM
1431
Quadrant Private Wealth Management
Pennsylvania
$694K +$31.4K +460 +5%
PCP
1432
Proficio Capital Partners
Massachusetts
$692K +$235K +3,436 +54%
RT
1433
Rockland Trust
Massachusetts
$692K – – –
BBNA
1434
Bremer Bank National Association
Minnesota
$690K -$12.8K -187 -2%
IHWM
1435
Iron Horse Wealth Management
Iowa
$690K +$4.1K +60 +0.6%
CAC
1436
Core Alternative Capital
Georgia
$689K -$109K -1,598 -14%
MSFS
1437
Main Street Financial Solutions
Pennsylvania
$687K -$123K -1,795 -15%
BFO
1438
Biltmore Family Office
North Carolina
$686K -$5.74K -84 -0.9%
TL
1439
Tradewinds LLC
North Carolina
$684K -$13.9K -204 -2%
RCM
1440
Radnor Capital Management
Pennsylvania
$681K -$86K -1,260 -11%
WIC
1441
Woodmont Investment Counsel
Tennessee
$681K -$55.4K -811 -8%
AIM
1442
Athena Investment Management
California
$681K -$4.57K -67 -0.7%
SIM
1443
Stratos Investment Management
Ohio
$679K +$52K +762 +9%
NBT
1444
Northwest Bank & Trust
Iowa
$679K +$4.37K +64 +0.7%
VST
1445
Van Strum & Towne
California
$677K +$137K +2,000 +26%
NERM
1446
New England Research & Management
Illinois
$675K +$656K +9,605 New
HFM
1447
Hartford Financial Management
Connecticut
$674K – – –
STA
1448
Smith Thornton Advisors
Alabama
$674K – – –
MCM
1449
Monarch Capital Management
Indiana
$671K – – –
RCA
1450
Resonant Capital Advisors
Wisconsin
$670K +$72.2K +1,058 +12%
56 57
58
59 60