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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1451
Capital Asset Advisory Services
Michigan
$472K +$204K +4,359 +77%
OAM
1452
Occidental Asset Management
California
$471K -$47.4K -1,013 -9%
ZIG
1453
Zuckerman Investment Group
Illinois
$471K – – –
I2I
1454
Insight 2811 Inc
Illinois
$469K +$27.5K +587 +6%
BCM
1455
Bluefin Capital Management
New York
$467K -$7.02M -150,096 -94%
FCA
1456
FinTrust Capital Advisors
South Carolina
$467K -$22.1K -472 -5%
MWM
1457
MorganRosel Wealth Management
Colorado
$467K -$9.73K -208 -2%
LJHT
1458
Laurie J. Hall Trustee
$466K -$11.8K -252 -2%
BOS
1459
Bank of Stockton
California
$464K -$2.34K -50 -0.5%
KPW
1460
Kore Private Wealth
New York
$463K +$4.77K +102 +1%
BAM
1461
Belpointe Asset Management
Nevada
$462K -$399K -8,533 -47%
I
1462
IberiaBank
Louisiana
$459K -$221K -4,727 -33%
EPA
1463
Element Pointe Advisors
Florida
$457K +$452K +9,655 New
FWP
1464
FAS Wealth Partners
Kansas
$456K -$11.6K -249 -3%
VCA
1465
Verdence Capital Advisors
Maryland
$456K +$127K +2,720 +39%
FPS
1466
Fieldpoint Private Securities
Connecticut
$450K -$37K -792 -8%
IFWM
1467
Institute for Wealth Management
Colorado
$449K -$144K -3,086 -25%
OCM
1468
One Capital Management
California
$448K -$132K -2,827 -23%
CA
1469
Crewe Advisors
Utah
$448K +$227K +4,862 +106%
JLBC
1470
J.L. Bainbridge & Co
Florida
$447K -$63.3K -1,353 -13%
VHAM
1471
Van Hulzen Asset Management
California
$446K -$36.9K -789 -8%
TCPWM
1472
Traverso Chambers Private Wealth Management
California
$446K -$30.8K -658 -7%
WA
1473
Wealth Architects
California
$445K +$3.04K +65 +0.7%
BCP
1474
Blue Chip Partners
Michigan
$443K -$6.36K -136 -1%
FBC
1475
Fairfield, Bush & Co
Connecticut
$441K -$50.4K -1,077 -10%
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59
60 61