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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1501
Sand Hill Global Advisors
California
$362K +$27.5K +638 +9%
DIM
1502
Delta Investment Management
California
$360K +$16.6K +384 +6%
MAM
1503
Meeder Asset Management
Ohio
$359K +$83K +1,923 +36%
FNBTCON
1504
First National Bank & Trust Co of Newtown
Pennsylvania
$359K -$6.39K -148 -2%
LA
1505
Lynch & Associates
Indiana
$358K -$7.81K -181 -2%
WWMSC
1506
Wagner Wealth Management (South Carolina)
South Carolina
$358K -$1.81K -42 -0.6%
SC
1507
Schulhoff & Co
Ohio
$358K – – –
WPWM
1508
Western Pacific Wealth Management
Illinois
$358K +$25.5K +592 +9%
UWPG
1509
Ullmann Wealth Partners Group
Florida
$356K +$43K +997 +16%
SNBOSD
1510
Security National Bank of So Dak
Iowa
$356K -$59K -1,367 -16%
AFT
1511
Alpha Family Trust
California
$355K – – –
SP
1512
Successful Portfolios
Florida
$355K +$77.3K +1,791 +33%
VWA
1513
Visionary Wealth Advisors
Illinois
$355K -$23K -533 -7%
JSW
1514
Journey Strategic Wealth
New Jersey
$354K +$310K +7,193 New
FFA
1515
Founders Financial Alliance
North Carolina
$354K -$14K -325 -4%
CB
1516
Cadence Bank
Mississippi
$353K -$993 -23 -0.3%
ZIG
1517
Zullo Investment Group
Pennsylvania
$353K +$4.27K +99 +1%
WTA
1518
Washington Trust Advisors
Massachusetts
$352K +$4.32K +100 +1%
AO
1519
Advisor OS
Illinois
$352K +$36.5K +845 +13%
RWPA
1520
Richard W. Paul & Associates
Michigan
$352K -$7.29K -169 -2%
CBFP
1521
Cedar Brook Financial Partners
Ohio
$351K +$49.2K +1,140 +19%
MSFS
1522
Main Street Financial Solutions
Pennsylvania
$351K -$16.5K -382 -5%
NHT
1523
New Hampshire Trust
New Hampshire
$350K -$23.7K -550 -7%
NPA
1524
Nichols & Pratt Advisers
Massachusetts
$349K -$56.1K -1,300 -15%
ZIM
1525
Zacks Investment Management
Illinois
$349K -$99.6K -2,307 -25%
59 60
61
62 63