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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1476
Visionary Wealth Advisors
Illinois
$326K -$58.4K -1,262 -15%
TNBTD
1477
Trustmark National Bank Trust Department
Mississippi
$326K -$4.54K -98 -1%
FIM
1478
Fruth Investment Management
Texas
$326K – – –
LKIM
1479
Lawson Kroeker Investment Management
Nebraska
$326K – – –
ZB
1480
Zions Bancorporation
Utah
$326K +$70.8K +1,530 +28%
BIP
1481
Blueprint Investment Partners
North Carolina
$326K +$325K +7,016 New
ACM
1482
Adalta Capital Management
New York
$325K – – –
JI
1483
Jeereddi Investments
California
$325K – – –
CA
1484
Calton & Associates
Florida
$325K +$16.3K +352 +5%
FHA
1485
Flagship Harbor Advisors
Massachusetts
$323K – – –
MSAM
1486
Moloney Securities Asset Management
Missouri
$323K +$14.1K +304 +5%
SSB
1487
Sandy Spring Bank
Maryland
$323K +$31.7K +685 +11%
PWM
1488
PBMares Wealth Management
Virginia
$322K -$57.3K -1,238 -15%
MSFS
1489
Main Street Financial Solutions
Pennsylvania
$321K -$12.2K -264 -4%
UWPG
1490
Ullmann Wealth Partners Group
Florida
$321K +$45.7K +988 +17%
PAMG
1491
Patton Albertson Miller Group
Tennessee
$321K +$320K +6,914 New
GD
1492
Grandfield & Dodd
New York
$320K – – –
JWBC
1493
John W. Brooker & Co
California
$320K – – –
FRA
1494
Front Row Advisors
California
$320K +$7.27K +157 +2%
PGIM
1495
Pacific Global Investment Management
California
$320K +$24.9K +539 +8%
TF
1496
Tompkins Financial
New York
$318K +$318K +6,864 New
HIMC
1497
Heritage Investors Management Corp
Maryland
$317K -$93.3K -2,015 -23%
VST
1498
Van Strum & Towne
California
$317K – – –
LB
1499
Legacy Bridge
Iowa
$316K – – –
BFWA
1500
Benchmark Financial Wealth Advisors
Florida
$316K +$4.63K +100 +1%
58 59
60
61 62