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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1501
Valmark Advisers
Ohio
$420K -$46.3K -884 -11%
WTA
1502
Washington Trust Advisors
Massachusetts
$419K +$4.39K +84 +1%
HT
1503
Heritage Trust
Oklahoma
$419K -$44.5K -851 -11%
AFT
1504
Alpha Family Trust
California
$418K – – –
CA
1505
Cornerstone Advisory
Maryland
$418K -$45K -861 -11%
GFS
1506
GYL Financial Synergies
Connecticut
$417K +$130K +2,482 +53%
CWG
1507
Crown Wealth Group
North Carolina
$417K +$103K +1,969 +38%
DIG
1508
DeepCurrents Investment Group
New York
$416K -$1.11M -21,310 -75%
CM
1509
Capula Management
Cayman Islands
$416K +$376K +7,178 New
NHT
1510
New Hampshire Trust
New Hampshire
$412K – – –
SAM
1511
S.A. Mason
Michigan
$412K +$8.74K +167 +2%
NPA
1512
Nichols & Pratt Advisers
Massachusetts
$412K – – –
FFG
1513
Fortem Financial Group
California
$411K +$37K +707 +11%
CB
1514
Cadence Bank
Mississippi
$411K -$5.13K -98 -1%
KSWA
1515
Kathleen S. Wright Associates
Pennsylvania
$410K +$994 +19 +0.3%
MSFS
1516
Main Street Financial Solutions
Pennsylvania
$409K -$3.35K -64 -0.9%
KA
1517
Kearns & Associates
California
$406K – – –
FTIS
1518
First Trust Investment Solutions
Florida
$406K +$53.4K +1,020 +17%
WC
1519
Westhampton Capital
North Carolina
$405K – – –
FFA
1520
Founders Financial Alliance
North Carolina
$404K -$11.4K -218 -3%
SC
1521
Schulhoff & Co
Ohio
$404K -$15.6K -298 -4%
PWA
1522
Physician Wealth Advisors
Utah
$404K +$21.6K +413 +6%
SSA
1523
Sierra Summit Advisors
Nevada
$402K -$272K -5,200 -43%
CWA
1524
CM Wealth Advisors
Ohio
$401K +$349K +6,662 New
GC
1525
Gratus Capital
Georgia
$401K +$11.4K +218 +3%
59 60
61
62 63