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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1501
Formidable Asset Management
Ohio
$338K +$7.39K +167 +2%
NMG
1502
New Millennium Group
Utah
$337K +$354 +8 +0.1%
CAM
1503
Cidel Asset Management
Ontario, Canada
$334K – – –
MMG
1504
Monetary Management Group
Missouri
$333K – – –
CIC
1505
Cutler Investment Counsel
Oregon
$332K – – –
WWG
1506
West Wealth Group
California
$332K +$929 +21 +0.3%
OWIM
1507
Old West Investment Management
California
$332K – – –
PSB
1508
Piscataqua Savings Bank
New Hampshire
$331K -$1.86K -42 -0.5%
NHT
1509
New Hampshire Trust
New Hampshire
$331K +$354K +8,005 New
GWP
1510
Gateway Wealth Partners
Wisconsin
$330K +$354K +7,999 New
BCAM
1511
Boston Common Asset Management
Massachusetts
$330K -$233K -5,275 -40%
SIG
1512
Sky Investment Group
Connecticut
$330K +$55.1K +1,245 +18%
RDWM
1513
Red Door Wealth Management
Tennessee
$330K -$12.3K -277 -3%
PCI
1514
Planning Center Inc
Illinois
$330K – – –
CA
1515
Cornerstone Advisory
Maryland
$330K -$20.6K -466 -6%
DCM
1516
Donaldson Capital Management
Indiana
$330K +$22.3K +503 +7%
QL
1517
Quarry LP
New York
$329K +$353K +7,975 New
CA
1518
Cambridge Advisors
Nebraska
$329K -$3.45K -78 -1%
EWA
1519
Exencial Wealth Advisors
Oklahoma
$329K +$38.6K +871 +12%
GL
1520
GHE LLC
Tennessee
$327K – – –
FRA
1521
Front Row Advisors
California
$325K +$3.14K +71 +0.9%
CBFP
1522
Cedar Brook Financial Partners
Ohio
$325K +$17.4K +394 +5%
MBTD
1523
Mechanics Bank - Trust Department
California
$323K – – –
PP
1524
PrairieView Partners
Minnesota
$323K +$44 +1 +0%
FCFC
1525
First Citizens Financial Corp
Iowa
$323K +$8.85K +200 +3%
59 60
61
62 63