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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1476
BigSur Wealth Management
Florida
$716K +$654K +13,000 New
FAM
1477
Formidable Asset Management
Ohio
$711K -$27.9K -554 -4%
BW
1478
Bison Wealth
Georgia
$711K -$16.8K -335 -3%
KFS
1479
Kurt F. Somerville
$710K -$101K -2,000 -13%
JFA
1480
JNBA Financial Advisors
Minnesota
$705K -$93.9K -1,867 -13%
NAM
1481
NTV Asset Management
West Virginia
$704K -$6.84K -136 -1%
DDPIC
1482
Deroy & Devereaux Private Investment Counsel
Michigan
$701K -$40.9K -814 -6%
AB
1483
AT Bancorp
Iowa
$701K +$260K +5,177 +69%
FDS
1484
First Dallas Securities
Texas
$699K -$47.8K -950 -7%
TC
1485
Telemus Capital
Michigan
$695K -$63.3K -1,259 -9%
SIG
1486
Stanford Investment Group
California
$693K -$420K -8,353 -40%
EAM
1487
Evanson Asset Management
California
$693K -$39K -776 -6%
MA
1488
MCF Advisors
Kentucky
$693K +$107K +2,135 +20%
HPBT
1489
High Point Bank & Trust
North Carolina
$692K -$17.2K -343 -3%
SG
1490
StoneX Group
New York
$691K +$12.2K +242 +2%
FCIM
1491
Fairview Capital Investment Management
California
$688K -$20.1K -400 -3%
WA
1492
Wealth Architects
California
$687K -$19K -377 -3%
PMFA
1493
Plante Moran Financial Advisors
Michigan
$685K -$54.8K -1,089 -8%
PFS
1494
Physicians Financial Services
North Carolina
$685K +$4.98K +99 +0.7%
LPT
1495
Legacy Private Trust
Wisconsin
$675K -$430K -8,545 -41%
SAM
1496
Summit Asset Management
Tennessee
$671K -$5.43K -108 -0.9%
TWI
1497
Thomas White International
Illinois
$671K – – –
GLA
1498
Good Life Advisors
Pennsylvania
$666K +$616K +12,252 New
CGL
1499
Clarius Group LLC
Washington
$661K -$8.04K -160 -1%
WA
1500
Waverly Advisors
Alabama
$656K +$37.2K +740 +7%
58 59
60
61 62