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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1451
Wedge Capital Management
North Carolina
$311K +$282K +7,953 New
MW
1452
Marcum Wealth
Ohio
$310K +$281K +7,933 New
CGH
1453
CMG Global Holdings
Texas
$309K +$280K +7,920 New
LSAG
1454
Lake Street Advisors Group
New Hampshire
$308K -$220K -6,210 -44%
AF
1455
Arrow Financial
New York
$308K -$9.91K -280 -3%
IBOK
1456
Independence Bank of Kentucky
Kentucky
$308K -$9.91K -280 -3%
CBN
1457
Cadence Bank NA
Texas
$308K +$14.7K +414 +6%
MWM
1458
Minot Wealth Management
Massachusetts
$308K +$15.3K +433 +6%
SP
1459
Successful Portfolios
Florida
$308K +$279K +7,876 New
AW
1460
Avion Wealth
Texas
$307K -$5.31K -150 -2%
GI
1461
Gradient Investments
Minnesota
$305K -$177K -4,998 -39%
RWP
1462
RWA Wealth Partners
Massachusetts
$305K +$35 +1 +0%
BAM
1463
Brave Asset Management
New Jersey
$304K – – –
FPCP
1464
Fort Point Capital Partners
California
$304K – – –
OWA
1465
Octavia Wealth Advisors
Ohio
$304K +$39K +1,101 +16%
WSTAM
1466
Wilbanks Smith & Thomas Asset Management
Virginia
$303K +$35.9K +1,015 +15%
WPW
1467
Waldron Private Wealth
Pennsylvania
$302K -$17.8K -502 -6%
BFIC
1468
Bedell Frazier Investment Counselling
California
$302K -$12.6K -357 -4%
WIA
1469
World Investment Advisors
California
$302K +$4.32K +122 +2%
HWMG
1470
Hurlow Wealth Management Group
Indiana
$302K +$25.4K +718 +10%
PP
1471
PrairieView Partners
Minnesota
$301K – – –
PP
1472
Patten & Patten
Tennessee
$301K +$12.8K +361 +5%
SA
1473
Strategic Advisors
New York
$300K -$38.5K -1,088 -12%
WCM
1474
Wallace Capital Management
Texas
$300K -$1.17K -33 -0.5%
EGA
1475
E&G Advisors
Texas
$300K – – –
57 58
59
60 61