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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
1626
Wagner Wealth Management (South Carolina)
South Carolina
$245K +$75K +1,680 +45%
PC
1627
Pecaut & Co
Iowa
$245K +$241K +5,400 New
CWP
1628
Curated Wealth Partners
California
$245K +$241K +5,407 New
SIC
1629
Samalin Investment Counsel
New York
$243K -$93.9K -2,102 -28%
SGI
1630
Summit Global Investments
Utah
$243K -$4.46K -100 -2%
CFA
1631
Cahill Financial Advisors
Minnesota
$243K +$240K +5,372 New
BONST
1632
Bank of Nova Scotia Trust
Ontario, Canada
$242K -$6.25K -140 -3%
VBFP
1633
Valtinson Bruner Financial Planning
Minnesota
$242K +$179 +4 +0.1%
HR
1634
Hardy Reed
Mississippi
$241K -$59.7K -1,337 -20%
CCG
1635
Capital CS Group
California
$241K +$238K +5,322 New
CC
1636
Constitution Capital
Connecticut
$240K – – –
MPCG
1637
Matrix Private Capital Group
New York
$238K -$9.38K -210 -4%
PAMP
1638
Polar Asset Management Partners
Ontario, Canada
$238K +$235K +5,260 New
GC
1639
Gratus Capital
Georgia
$237K -$35.7K -799 -13%
MCM
1640
Monument Capital Management
Virginia
$237K +$233K +5,224 New
CT
1641
Coastline Trust
Rhode Island
$236K – – –
GSBTD
1642
Glenview State Bank Trust Department
Illinois
$236K – – –
MAM
1643
Madison Asset Management
Wisconsin
$236K +$233K +5,218 New
1IA
1644
1834 Investment Advisors
Wisconsin
$235K -$47.6K -1,065 -17%
WSFS
1645
Wilmington Savings Fund Society
Delaware
$235K -$39.1K -875 -14%
GCIA
1646
Gabelli & Co Investment Advisers
New York
$235K -$31.3K -700 -12%
SICM
1647
Sustainable Insight Capital Management
New York
$234K -$46.6K -1,043 -17%
AMC
1648
Asset Management Corp
Illinois
$234K -$18K -402 -7%
NFG
1649
Nations Financial Group
Iowa
$234K +$231K +5,169 New
NDSI
1650
Newman Dignan & Sheerar Inc
Rhode Island
$233K – – –
64 65
66
67 68