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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1451
RB Capital Management
Nevada
$412K -$3.32K -77 -0.9%
PCI
1452
Pacifica Capital Investments
Texas
$410K -$21.6K -500 -6%
POIA
1453
Pin Oak Investment Advisors
Texas
$410K -$1.47K -34 -0.4%
EFG
1454
Everhart Financial Group
Ohio
$408K -$24.2K -561 -6%
CCM
1455
Cohen Capital Management
California
$407K – – –
SFB
1456
STAR Financial Bank
Indiana
$406K – – –
WA
1457
Wealth Architects
California
$404K +$70.5K +1,633 +25%
HT
1458
Headlands Technologies
Illinois
$402K +$353K +8,177 New
ALAM
1459
Asahi Life Asset Management
Japan
$402K -$264K -6,110 -43%
CAM
1460
Campion Asset Management
Virginia
$402K -$19.9K -460 -5%
SWA
1461
Stratos Wealth Advisors
Ohio
$401K -$556K -12,880 -61%
VA
1462
Valmark Advisers
Ohio
$400K -$286K -6,635 -45%
LFA
1463
Lauterbach Financial Advisors
Texas
$398K -$97.1K -2,249 -22%
CA
1464
Cornerstone Advisory
Maryland
$397K +$30.1K +698 +9%
HT
1465
Heritage Trust
Oklahoma
$397K – – –
MMG
1466
Monetary Management Group
Missouri
$397K – – –
SVWAG
1467
Sound View Wealth Advisors Group
Georgia
$396K -$22.9K -530 -6%
OAM
1468
Occidental Asset Management
California
$396K +$1.34K +31 +0.4%
BHBT
1469
Burke & Herbert Bank & Trust
Virginia
$395K -$2.93K -68 -0.8%
MA
1470
MKT Advisors
California
$395K -$1.34K -31 -0.4%
BTIM
1471
BancFirst Trust & Investment Management
Oklahoma
$395K – – –
CWP
1472
Cyndeo Wealth Partners
Florida
$394K +$4.75K +110 +1%
IWA
1473
Icon Wealth Advisors
Texas
$389K +$341K +7,897 New
PVI
1474
Pine Valley Investments
New Jersey
$389K -$6.39K -148 -2%
PI
1475
PineBridge Investments
New York
$385K -$2.93M -67,950 -90%
57 58
59
60 61