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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1626
Spirit of America Management Corp
New York
$268K – – –
GBT
1627
Grove Bank & Trust
Florida
$267K -$84.1K -1,900 -23%
KF
1628
Krilogy Financial
Missouri
$267K -$130K -2,943 -31%
IDA
1629
Intelligence Driven Advisers
California
$266K +$19.1K +432 +7%
SAMC
1630
Spectrum Asset Management (California)
California
$264K +$10.3K +232 +4%
CGH
1631
CMG Global Holdings
Texas
$263K +$89 +2 +0%
KP
1632
Keel Point
Alabama
$263K +$17.8K +402 +7%
CWP
1633
Concord Wealth Partners
Virginia
$262K -$8.28K -187 -3%
MSFS
1634
Main Street Financial Solutions
Pennsylvania
$261K +$24.9K +563 +10%
HIG
1635
Heritage Investment Group
Florida
$261K -$16.3K -369 -6%
SAG
1636
SageView Advisory Group
California
$260K +$279K +6,303 New
TCWA
1637
Ten Capital Wealth Advisors
Washington
$260K – – –
BAM
1638
Brave Asset Management
New Jersey
$260K – – –
DSC
1639
Duncker Streett & Co
Missouri
$258K -$27.4K -620 -9%
RWP
1640
RWA Wealth Partners
Massachusetts
$258K -$51.5K -1,164 -16%
CA
1641
Calton & Associates
Florida
$257K +$51.8K +1,170 +23%
FPWM
1642
FSB Premier Wealth Management
Iowa
$256K +$53.5K +1,209 +24%
CCIA
1643
Cherry Creek Investment Advisors
Colorado
$256K +$1.2K +27 +0.4%
CFG
1644
CKW Financial Group
Hawaii
$256K -$13.3K -300 -5%
TNBTD
1645
Trustmark National Bank Trust Department
Mississippi
$256K -$7.97K -180 -3%
RWA
1646
Ropes Wealth Advisors
Massachusetts
$255K +$30.9K +698 +13%
HHGA
1647
Halbert Hargrove Global Advisors
California
$255K -$164K -3,701 -37%
IAG
1648
Investment Advisory Group
Massachusetts
$255K -$3.19K -72 -1%
RSVP
1649
Ramsay Stattman Vela & Price
Colorado
$253K -$9.29K -210 -3%
APIM
1650
Agate Pass Investment Management
Washington
$253K -$63.1K -1,425 -19%
64 65
66
67 68