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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1501
TCV Trust & Wealth Management
Virginia
$315K -$6.94K -150 -2%
CGH
1502
CMG Global Holdings
Texas
$314K -$18.4K -397 -6%
EWA
1503
ERTS Wealth Advisors
Michigan
$314K -$15.9K -343 -5%
PCA
1504
Pallas Capital Advisors
Massachusetts
$314K +$279K +6,031 New
SWM
1505
Stockman Wealth Management
Montana
$313K +$5.04K +109 +2%
PP
1506
Prudential plc
United Kingdom
$312K -$22.9M -495,241 -99%
LCS
1507
Levin Capital Strategies
New York
$310K – – –
SXL
1508
Summit X LLC
Missouri
$309K +$2.87K +62 +0.9%
ACM
1509
Avalon Capital Management
California
$309K +$308K +6,660 New
WCM
1510
Wedge Capital Management
North Carolina
$308K -$14K -303 -4%
TA
1511
Tiedemann Advisors
New York
$307K -$193K -4,171 -39%
LFA
1512
Legacy Financial Advisors
Kentucky
$307K +$32.9K +710 +12%
WC
1513
Westhampton Capital
North Carolina
$306K -$58.3K -1,260 -16%
SAM
1514
Security Asset Management
New York
$306K – – –
ANB
1515
Amarillo National Bank
Texas
$306K +$19.4K +420 +7%
FB
1516
First Bancorp
Maine
$306K +$305K +6,581 New
CS
1517
Comerica Securities
Michigan
$305K +$49.6K +1,071 +19%
SRSA
1518
S.R. Schill & Associates
Washington
$303K -$149K -3,228 -33%
CFG
1519
CKW Financial Group
Hawaii
$303K – – –
TWP
1520
Tempus Wealth Planning
California
$301K -$1.94K -42 -0.6%
PWA
1521
Phoenix Wealth Advisors
North Carolina
$295K – – –
KNW
1522
Kesler Norman & Wride
Utah
$295K +$5K +108 +2%
TCWA
1523
Ten Capital Wealth Advisors
Washington
$294K – – –
DAC
1524
Dividend Assets Capital
South Carolina
$291K – – –
SIG
1525
Sky Investment Group
Connecticut
$289K -$19.3K -417 -6%
59 60
61
62 63