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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1601
Spectrum Asset Management (California)
California
$248K -$5.07K -118 -2%
CCIA
1602
Cherry Creek Investment Advisors
Colorado
$248K +$1.2K +28 +0.5%
DOA
1603
D'Orazio & Associates
Virginia
$247K +$264K +6,152 New
IBOK
1604
Independence Bank of Kentucky
Kentucky
$246K -$6.44K -150 -2%
AWA
1605
Acorn Wealth Advisors
Michigan
$246K -$4.64K -108 -2%
WSFS
1606
Wilmington Savings Fund Society
Delaware
$245K -$14.3K -332 -5%
RP
1607
Riverbridge Partners
Minnesota
$245K – – –
UWPG
1608
Ullmann Wealth Partners Group
Florida
$245K – – –
KNW
1609
Kesler Norman & Wride
Utah
$245K +$559 +13 +0.2%
IDA
1610
Intelligence Driven Advisers
California
$244K +$248K +5,773 New
SIA
1611
SeaBridge Investment Advisors
New Jersey
$243K – – –
WPP
1612
Whalerock Point Partners
Rhode Island
$243K – – –
WCM
1613
Wallace Capital Management
Texas
$242K -$34.5K -804 -12%
JAIC
1614
Josh Arnold Investment Consultant
Minnesota
$241K – – –
KP
1615
Keel Point
Alabama
$240K -$39.1K -909 -13%
NICM
1616
Neo Ivy Capital Management
New York
$239K +$255K +5,934 New
LOAMS
1617
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K -$134K -3,128 -35%
LSPW
1618
Lake Street Private Wealth
Illinois
$238K -$1.59K -37 -0.6%
ANB
1619
Amarillo National Bank
Texas
$238K +$23K +535 +10%
EWA
1620
Encompass Wealth Advisors
Oregon
$238K +$254K +5,907 New
BDF
1621
Balasa Dinverno & Foltz
$236K +$252K +5,872 New
FW
1622
FirstPurpose Wealth
Utah
$233K +$249K +5,786 New
PCM
1623
Penserra Capital Management
California
$232K -$39.4K -917 -14%
FCB
1624
First Command Bank
Texas
$232K – – –
FCFS
1625
First Command Financial Services
Texas
$232K – – –
63 64
65
66 67