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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1451
CVA Family Office
Colorado
$334K +$43.4K +1,010 +14%
CCM
1452
Cohen Capital Management
California
$333K – – –
BAM
1453
Blueshift Asset Management
New Jersey
$332K -$709K -16,509 -67%
RDWM
1454
Red Door Wealth Management
Tennessee
$332K +$19.9K +463 +6%
APA
1455
Astoria Portfolio Advisors
New York
$332K +$41.9K +975 +13%
CIC
1456
Crawford Investment Counsel
Georgia
$330K -$18K -418 -5%
NMG
1457
New Millennium Group
Utah
$328K +$8.94K +208 +3%
BTIM
1458
BancFirst Trust & Investment Management
Oklahoma
$328K +$348K +8,100 New
CAM
1459
Cidel Asset Management
Ontario, Canada
$326K – – –
CB
1460
Cadence Bank
Mississippi
$325K +$346K +8,062 New
CA
1461
Cambridge Advisors
Nebraska
$324K -$12.8K -298 -4%
PSB
1462
Piscataqua Savings Bank
New Hampshire
$324K -$3.44K -80 -1%
CIC
1463
Cutler Investment Counsel
Oregon
$324K – – –
MMG
1464
Monetary Management Group
Missouri
$324K – – –
OWIM
1465
Old West Investment Management
California
$323K -$111K -2,573 -24%
AFS
1466
Axiom Financial Strategies
Indiana
$323K -$41.7K -971 -11%
WWG
1467
West Wealth Group
California
$322K +$945 +22 +0.3%
IP
1468
Investment Partners
Ohio
$322K +$344K +8,008 New
WCM
1469
Washington Capital Management
Washington
$322K – – –
PCI
1470
Planning Center Inc
Illinois
$321K – – –
WE
1471
Wealth Effects
Massachusetts
$321K +$4.08K +95 +1%
LA
1472
LVW Advisors
New York
$320K +$36.6K +853 +12%
GL
1473
GHE LLC
Tennessee
$319K +$92.8K +2,160 +37%
LFA
1474
Legacy Financial Advisors
Kentucky
$317K +$71K +1,653 +26%
PP
1475
PrairieView Partners
Minnesota
$316K -$298K -6,932 -47%
57 58
59
60 61