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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1626
Glassman Wealth Services
Virginia
$232K -$16.2K -372 -6%
TNBTD
1627
Trustmark National Bank Trust Department
Mississippi
$232K – – –
IAG
1628
Investment Advisory Group
Massachusetts
$231K +$44 +1 +0%
LA
1629
Latitude Advisors
Florida
$230K -$69K -1,583 -20%
EFG
1630
Everhart Financial Group
Ohio
$230K +$268K +6,147 New
SWIG
1631
Strategic Wealth Investment Group
Kentucky
$230K +$268K +6,144 New
HIMC
1632
Heritage Investors Management Corp
Maryland
$229K -$105K -2,419 -28%
RP
1633
Riverbridge Partners
Minnesota
$228K – – –
SSC
1634
Syverson Strege & Co
Iowa
$228K +$16K +366 +6%
MCCP
1635
Mission Creek Capital Partners
California
$227K -$49.7K -1,141 -16%
PCM
1636
Prelude Capital Management
New York
$227K -$192K -4,406 -42%
WSFS
1637
Wilmington Savings Fund Society
Delaware
$227K +$3.88K +89 +1%
AO
1638
Advisor OS
Illinois
$227K +$264K +6,061 New
WPWM
1639
Western Pacific Wealth Management
Illinois
$227K – – –
SIA
1640
SeaBridge Investment Advisors
New Jersey
$226K – – –
BWP
1641
Bernardo Wealth Planning
Pennsylvania
$225K – – –
WCM
1642
Wallace Capital Management
Texas
$225K – – –
LB
1643
Leo Brokerage
Texas
$224K +$261K +5,995 New
FAM
1644
Fenimore Asset Management
New York
$224K – – –
JAIC
1645
Josh Arnold Investment Consultant
Minnesota
$224K +$262K +6,000 New
IBOK
1646
Independence Bank of Kentucky
Kentucky
$223K -$6.54K -150 -2%
EAM
1647
Eagle Asset Management
Florida
$222K +$259K +5,945 New
NFG
1648
Nations Financial Group
Iowa
$222K -$5.32K -122 -2%
AFA
1649
Alpha Financial Advisors
North Carolina
$222K -$106K -2,429 -29%
UL
1650
Unionview LLC
Washington
$221K -$31.7K -727 -11%
64 65
66
67 68