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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
1501
Mechanics Bank - Trust Department
California
$306K -$24.1K -550 -7%
CA
1502
Claar Advisors
New York
$306K -$11.4K -260 -3%
RCG
1503
Regatta Capital Group
California
$305K -$72.5K -1,652 -17%
KP
1504
Keel Point
Alabama
$305K -$746 -17 -0.2%
CAM
1505
Campion Asset Management
Virginia
$305K – – –
RDWM
1506
Red Door Wealth Management
Tennessee
$305K +$43.8K +999 +15%
TFCP
1507
Twin Focus Capital Partners
Massachusetts
$304K -$263 -6 -0.1%
BFIC
1508
Bedell Frazier Investment Counselling
California
$304K – – –
EA
1509
Evolution Advisers
Virginia
$304K – – –
MWM
1510
Minot Wealth Management
Massachusetts
$303K -$23.3K -531 -6%
TCM
1511
Tributary Capital Management
Nebraska
$303K -$12.1K -275 -3%
EWA
1512
Exencial Wealth Advisors
Oklahoma
$303K -$5.13K -117 -1%
HA
1513
HYA Advisors
Missouri
$303K +$1.36K +31 +0.4%
MRCM
1514
M&R Capital Management
New Jersey
$302K -$33.5K -764 -9%
BCCM
1515
Bridge Creek Capital Management
Massachusetts
$302K – – –
SHGA
1516
Sand Hill Global Advisors
California
$302K +$22.5K +513 +7%
PWA
1517
Physician Wealth Advisors
Utah
$300K +$67.6K +1,541 +29%
SF
1518
Summit Financial
New Jersey
$299K -$63.5K -1,448 -16%
PCG
1519
Private Capital Group
Connecticut
$298K -$3.07K -70 -0.9%
AF
1520
Arrow Financial
New York
$297K – – –
EGA
1521
E&G Advisors
Texas
$296K -$5.27K -120 -2%
AWM
1522
Axxcess Wealth Management
California
$295K -$258K -5,872 -44%
EFM
1523
E Fund Management
China
$295K -$11.1K -252 -3%
BI
1524
Ballast Inc
Kentucky
$295K -$1.8K -41 -0.5%
POIA
1525
Pin Oak Investment Advisors
Texas
$294K -$15.1K -343 -4%
59 60
61
62 63