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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1526
Achmea Investment Management
Netherlands
$323K +$52.5K +1,185 +17%
WC
1527
Weil Company
California
$322K – – –
SXL
1528
Summit X LLC
Missouri
$322K -$56.9K -1,285 -14%
SF
1529
Summit Financial
New Jersey
$322K -$150K -3,381 -30%
MIP
1530
Marietta Investment Partners
Wisconsin
$322K -$1.99K -45 -0.6%
AP
1531
Atwood & Palmer
Missouri
$322K – – –
CA
1532
Claar Advisors
New York
$322K – – –
CWS
1533
Confluence Wealth Services
Pennsylvania
$321K -$44.5K -1,006 -11%
CB
1534
Cadence Bank
Mississippi
$321K -$12.9K -292 -4%
PCM
1535
Parsons Capital Management
Rhode Island
$321K +$929 +21 +0.3%
BFM
1536
Boothbay Fund Management
New York
$321K +$344K +7,765 New
BFIC
1537
Bedell Frazier Investment Counselling
California
$321K – – –
CWP
1538
Core Wealth Partners
California
$320K +$1.28M +28,914 New
SAM
1539
Seelaus Asset Management
New Jersey
$320K +$344K +7,761 New
LA
1540
Latitude Advisors
Florida
$319K -$48K -1,084 -12%
GA
1541
Greenspring Advisors
Maryland
$318K +$29K +656 +9%
TFCP
1542
Twin Focus Capital Partners
Massachusetts
$316K -$3.32K -75 -1%
SCP
1543
Sender Company & Partners
New York
$316K +$339K +7,654 New
PL
1544
Plancorp LLC
Missouri
$316K -$36K -814 -10%
CFO
1545
CVA Family Office
Colorado
$315K -$30.1K -680 -8%
HCM
1546
Howland Capital Management
Massachusetts
$312K +$7.17K +162 +2%
OFS
1547
OneAscent Financial Services
Alabama
$312K +$335K +7,558 New
CWP
1548
Cyndeo Wealth Partners
Florida
$310K +$333K +7,515 New
B
1549
Bailard
California
$310K -$118K -2,669 -26%
MCM
1550
Magnolia Capital Management
New York
$310K – – –
60 61
62
63 64