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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1601
KLR Investment Advisors
Rhode Island
$248K +$286K +6,634 New
SIA
1602
SeaBridge Investment Advisors
New Jersey
$247K – – –
MIA
1603
Milestone Investment Advisors
Wisconsin
$247K +$261K +6,040 New
SWA
1604
SFMG Wealth Advisors
Texas
$247K +$261K +6,036 New
CBFP
1605
Cedar Brook Financial Partners
Ohio
$246K -$14.5K -336 -5%
IW
1606
Imprint Wealth
South Carolina
$246K -$4.07M -94,333 -94%
MIC
1607
Means Investment Company
Maine
$246K -$19K -439 -7%
WCM
1608
Wallace Capital Management
Texas
$246K – – –
FAM
1609
Fenimore Asset Management
New York
$245K – – –
CSB
1610
City State Bank
Iowa
$245K -$88.9K -2,060 -26%
WSFS
1611
Wilmington Savings Fund Society
Delaware
$244K -$3.84K -89 -1%
NFG
1612
Nations Financial Group
Iowa
$244K -$1.47K -34 -0.6%
KNW
1613
Kesler Norman & Wride
Utah
$242K +$691 +16 +0.3%
ACM
1614
Arcataur Capital Management
Wisconsin
$242K – – –
OLA
1615
Oliver Luxxe Assets
New Jersey
$242K -$3.89K -90 -1%
JWM
1616
Janiczek Wealth Management
Colorado
$241K +$80.6K +1,867 +46%
TTWM
1617
TCV Trust & Wealth Management
Virginia
$241K – – –
DC
1618
Defender Capital
North Carolina
$241K – – –
MSWM
1619
McGlone Suttner Wealth Management
Wisconsin
$240K +$561 +13 +0.2%
AB
1620
Atlas Brown
Kentucky
$240K -$1.86K -43 -0.7%
RCM
1621
Raleigh Capital Management
North Carolina
$239K +$13.1K +304 +5%
FWM
1622
Finer Wealth Management
Massachusetts
$239K +$15.2K +353 +6%
BAG
1623
Bridgewealth Advisory Group
California
$237K -$2.85K -66 -1%
SGI
1624
Summit Global Investments
Utah
$235K +$14.8K +343 +6%
IAG
1625
Investment Advisory Group
Massachusetts
$235K +$3.54K +82 +1%
63 64
65
66 67