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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
1626
Means Investment Company
Maine
$343K +$6.58K +123 +2%
WE
1627
Wealth Effects
Massachusetts
$343K +$22.7K +425 +6%
TA
1628
Tiedemann Advisors
New York
$343K +$25.7K +480 +7%
DSC
1629
Duncker Streett & Co
Missouri
$342K -$58.9K -1,101 -13%
SWM
1630
Stockman Wealth Management
Montana
$341K +$15.9K +297 +4%
DWM
1631
Destination Wealth Management
California
$341K +$377K +7,040 New
EAM
1632
Evanson Asset Management
California
$340K +$321 +6 +0.1%
ACM
1633
Adalta Capital Management
New York
$339K – – –
GIA
1634
Guyasuta Investment Advisors
Pennsylvania
$339K – – –
SSB
1635
Sandy Spring Bank
Maryland
$339K +$13.3K +249 +4%
CG
1636
CFO4Life Group
Texas
$339K +$45.9K +857 +14%
ZIG
1637
Zullo Investment Group
Pennsylvania
$338K +$1.02K +19 +0.3%
UWPG
1638
Ullmann Wealth Partners Group
Florida
$337K +$1.98K +37 +0.5%
SAS
1639
Sanford Advisory Services
Michigan
$336K – – –
HCM
1640
Hollencrest Capital Management
California
$336K +$107K +2,000 +41%
GEA
1641
Glen Eagle Advisors
New Jersey
$335K +$40.1K +750 +12%
GL
1642
GHE LLC
Tennessee
$335K – – –
JWBC
1643
John W. Brooker & Co
California
$335K – – –
SFP
1644
Sweet Financial Partners
Minnesota
$334K +$38.5K +720 +12%
CFG
1645
CKW Financial Group
Hawaii
$334K +$56.2K +1,050 +18%
KP
1646
Keel Point
Alabama
$334K +$108K +2,011 +41%
LAM
1647
L2 Asset Management
Massachusetts
$333K +$59.2K +1,106 +19%
ITIM
1648
Indiana Trust & Investment Management
Indiana
$331K -$79.2K -1,480 -18%
LKIM
1649
Lawson Kroeker Investment Management
Nebraska
$331K – – –
VCAM
1650
Van Cleef Asset Management
Ohio
$331K +$4.28K +80 +1%
64 65
66
67 68