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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1526
Cape Investment Advisory
Georgia
$685K +$24.9K +307 +4%
DE
1527
Diversified Enterprises
Delaware
$684K +$38.8K +478 +6%
CBA
1528
Coastal Bridge Advisors
Connecticut
$684K -$480K -5,918 -42%
EW
1529
Evoke Wealth
California
$683K +$146K +1,805 +28%
SB
1530
Sunflower Bank
Texas
$683K +$4.54K +56 +0.7%
SCA
1531
Sippican Capital Advisors
Massachusetts
$680K -$2.27K -28 -0.3%
MCC
1532
Money Concepts Capital
Florida
$679K +$67.7K +835 +11%
IF
1533
Integrity Financial
Wyoming
$678K +$4.62K +57 +0.7%
WA
1534
Waddell & Associates
Tennessee
$675K +$38.8K +479 +6%
CG
1535
CFO4Life Group
Texas
$675K +$13.9K +172 +2%
AA
1536
Auxano Advisors
Washington
$675K +$7.7K +95 +1%
JSAM
1537
J. Safra Asset Management
New York
$674K +$191K +2,361 +42%
OWIM
1538
Old West Investment Management
California
$674K – – –
IWA
1539
Icon Wealth Advisors
Texas
$672K +$5.35K +66 +0.8%
CPA
1540
Capital Performance Advisors
California
$672K -$40.5K -500 -6%
WA
1541
Wealth Architects
California
$671K +$14.7K +181 +2%
JWA
1542
JFS Wealth Advisors
Pennsylvania
$669K -$233K -2,877 -27%
RWM
1543
RKL Wealth Management
Pennsylvania
$669K -$3.33K -41 -0.5%
SIM
1544
Sentry Investment Management
Wisconsin
$667K +$3.73K +46 +0.6%
MAA
1545
Mraz Amerine & Associates
California
$666K -$15.6K -192 -2%
PWM
1546
Pines Wealth Management
North Carolina
$664K -$62.4K -770 -9%
TA
1547
Tactive Advisors
Florida
$661K -$30.7K -378 -5%
CCWM
1548
Cassaday & Co Wealth Management
Virginia
$660K +$24.9K +307 +4%
BA
1549
Bridgewater Advisors
New York
$659K +$15.8K +195 +3%
MIP
1550
Marietta Investment Partners
Wisconsin
$659K -$76.2K -940 -11%
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