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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1476
PDS Planning
Ohio
$385K -$49.2K -1,141 -13%
WC
1477
Weil Company
California
$384K – – –
SIG
1478
Sky Investment Group
Connecticut
$384K -$7.34K -170 -2%
XT
1479
XTX Topco
Cayman Islands
$383K +$336K +7,779 New
LA
1480
Legacy Advisors
Pennsylvania
$383K +$336K +7,776 New
WA
1481
Waddell & Associates
Tennessee
$382K -$31.8K -738 -9%
GL
1482
GHE LLC
Tennessee
$381K -$4.32K -100 -1%
FDS
1483
First Dallas Securities
Texas
$379K +$332K +7,700 New
VST
1484
Van Strum & Towne
California
$376K -$27K -625 -8%
KCM
1485
Kathmere Capital Management
Pennsylvania
$374K +$14.8K +344 +5%
WBC
1486
West Branch Capital
Massachusetts
$373K -$67.1K -1,554 -17%
AC
1487
AlphaCore Capital
California
$372K +$518 +12 +0.2%
PI
1488
PFG Investments
New York
$370K -$107K -2,477 -25%
RG
1489
Retirement Group
California
$370K – – –
ACM
1490
Ayrshire Capital Management
Connecticut
$370K +$324K +7,510 New
PWP
1491
Pursue Wealth Partners
California
$369K – – –
PSB
1492
Piscataqua Savings Bank
New Hampshire
$369K – – –
EWM
1493
Empirical Wealth Management
Washington
$367K +$53.2K +1,232 +20%
CC
1494
Cipher Capital
New York
$367K +$322K +7,455 New
RDWM
1495
Red Door Wealth Management
Tennessee
$366K -$1.68K -39 -0.5%
TAM
1496
Tucker Asset Management
Colorado
$366K +$30.3K +703 +10%
NJBEST
1497
New Jersey Better Educational Savings Trust
New Jersey
$364K – – –
BCCM
1498
Bridge Creek Capital Management
Massachusetts
$364K – – –
CL
1499
COWA LLC
Oklahoma
$364K – – –
B
1500
Bailard
California
$362K -$14K -325 -4%
58 59
60
61 62