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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1526
Valmark Advisers
Ohio
$583K +$29.4K +431 +5%
SCA
1527
Sippican Capital Advisors
Massachusetts
$583K – – –
IIC
1528
Ironwood Investment Counsel
Arizona
$582K -$323K -4,735 -36%
AWM
1529
Accurate Wealth Management
Florida
$582K +$568K +8,317 New
AW
1530
Avion Wealth
Texas
$582K -$391K -5,730 -41%
IDA
1531
Intelligence Driven Advisers
California
$582K +$7.24K +106 +1%
KIM
1532
Kestra Investment Management
Texas
$581K +$48K +703 +9%
FSCM
1533
Front Street Capital Management
Montana
$580K -$1.09K -16 -0.2%
KLCM
1534
KG&L Capital Management
Louisiana
$580K -$1.18M -17,290 -63%
FMB
1535
Field & Main Bank
Kentucky
$579K +$25.1K +368 +5%
FPL
1536
Fortress Private Ledger
North Carolina
$576K +$560K +8,196 New
BWP
1537
Baldwin Wealth Partners
Massachusetts
$572K -$341 -5 -0.1%
CIC
1538
Cutler Investment Counsel
Oregon
$571K – – –
WA
1539
Wealth Architects
California
$571K -$14.6K -214 -3%
IIA
1540
Integral Investment Advisors
California
$570K -$121K -1,773 -18%
ACG
1541
Allen Capital Group
Nebraska
$566K +$54.1K +792 +11%
VWM
1542
Vermillion Wealth Management
Minnesota
$565K +$549K +8,047 New
FB
1543
First Bancorp
Maine
$563K -$6.55K -96 -1%
MW
1544
Maia Wealth
Colorado
$560K +$71.4K +1,046 +17%
AA
1545
Auxano Advisors
Washington
$558K +$22.8K +334 +4%
GPWM
1546
Grant Private Wealth Management
California
$558K +$543K +7,948 New
SCP
1547
Sivia Capital Partners
California
$557K -$3.48K -51 -0.6%
IB
1548
Intrust Bank
Kansas
$556K -$33.3K -488 -6%
CWS
1549
Confluence Wealth Services
Pennsylvania
$554K +$3.48K +51 +0.7%
AF
1550
Atala Financial
California
$552K +$536K +7,853 New
60 61
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63 64