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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1451
Intrust Bank
Kansas
$474K +$10.7K +189 +2%
MMG
1452
Monetary Management Group
Missouri
$474K +$18.7K +330 +4%
HBS
1453
Howard Bailey Securities
Indiana
$473K +$473K +8,372 New
IFWM
1454
Institute for Wealth Management
Colorado
$473K -$83.5K -1,476 -15%
IIC
1455
Integrated Investment Consultants
Michigan
$471K +$472K +8,345 New
WA
1456
Wealth Architects
California
$471K +$4.98K +88 +1%
KP
1457
Keel Point
Alabama
$470K -$5.43K -96 -1%
BTIM
1458
BancFirst Trust & Investment Management
Oklahoma
$469K +$5.66K +100 +1%
SCA
1459
Sippican Capital Advisors
Massachusetts
$468K – – –
GCM
1460
Gallacher Capital Management
Colorado
$468K +$469K +8,290 New
TF
1461
Tudor Financial
Ohio
$468K +$468K +8,280 New
AMIM
1462
Aull & Monroe Investment Management
Alabama
$467K -$15.7K -277 -3%
FSCM
1463
Front Street Capital Management
Montana
$467K -$28.3K -500 -6%
PCMC
1464
Private Capital Management (Colorado)
Colorado
$467K +$230K +4,068 +97%
FCIM
1465
Fairview Capital Investment Management
California
$466K – – –
AG
1466
AlTi Global
New York
$465K -$647K -11,435 -58%
LA
1467
LVW Advisors
New York
$465K -$23.6K -418 -5%
ICP
1468
Interchange Capital Partners
Pennsylvania
$464K +$15K +265 +3%
IDA
1469
Intelligence Driven Advisers
California
$462K +$44.9K +794 +11%
AWE
1470
Avidian Wealth Enterprises
Texas
$461K +$40.7K +720 +10%
BWP
1471
Baldwin Wealth Partners
Massachusetts
$460K +$91.4K +1,616 +25%
CIC
1472
Cutler Investment Counsel
Oregon
$460K – – –
FB
1473
First Bancorp
Maine
$458K -$22.1K -390 -5%
AIA
1474
Alera Investment Advisors
Illinois
$457K +$65.3K +1,155 +17%
TIM
1475
Thompson Investment Management
Wisconsin
$455K -$90.2K -1,594 -17%
57 58
59
60 61