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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1576
WMS Partners
Maryland
$255K +$254K +5,490 New
HFA
1577
HC Financial Advisors
California
$254K -$1.53K -33 -0.6%
PCH
1578
PGIM Custom Harvest
New Jersey
$254K +$787 +17 +0.3%
NFC
1579
Northeast Financial Consultants
Connecticut
$253K -$11.6K -250 -4%
CCP
1580
Clarkston Capital Partners
Michigan
$252K -$37K -800 -13%
NSB
1581
Norway Savings Bank
Maine
$252K -$9.3K -201 -4%
AB
1582
Atlas Brown
Kentucky
$252K – – –
JFGIW
1583
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$252K – – –
RW
1584
REDW Wealth
New Mexico
$252K – – –
TYCC
1585
Texas Yale Capital Corp
Florida
$252K – – –
CWP
1586
Curated Wealth Partners
California
$252K +$1.53K +33 +0.6%
PC
1587
Pecaut & Co
Iowa
$251K – – –
SGI
1588
Summit Global Investments
Utah
$251K +$2.04K +44 +0.8%
IIC
1589
Integrated Investment Consultants
Michigan
$251K +$38.2K +825 +18%
HBT
1590
Hills Bank & Trust
Iowa
$251K +$119K +2,576 +91%
WIA
1591
World Investment Advisors
California
$250K -$18.6K -402 -7%
SIC
1592
Samalin Investment Counsel
New York
$250K +$741 +16 +0.3%
BWA
1593
Bordeaux Wealth Advisors
California
$250K +$35.2K +760 +16%
OWA
1594
Octavia Wealth Advisors
Ohio
$250K +$248K +5,357 New
SICM
1595
Sustainable Insight Capital Management
New York
$248K +$8.56K +185 +4%
PSIWM
1596
Paradigm Strategies in Wealth Management
Minnesota
$248K +$219K +4,727 +780%
MPCG
1597
Matrix Private Capital Group
New York
$247K +$2.27K +49 +0.9%
CC
1598
Constitution Capital
Connecticut
$246K – – –
PCMC
1599
Private Capital Management (Colorado)
Colorado
$245K +$22.6K +489 +10%
GCIA
1600
Gabelli & Co Investment Advisers
New York
$244K +$3.47K +75 +1%
62 63
64
65 66