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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1676
Weinberger Asset Management
California
$267K +$4.7K +109 +2%
BOH
1677
Bank of Hawaii
Hawaii
$266K -$247K -5,732 -51%
CCM
1678
Crabel Capital Management
California
$266K +$233K +5,407 New
FFO
1679
Fortitude Family Office
Arizona
$266K +$233K +5,396 New
BAG
1680
Bridgewealth Advisory Group
California
$265K -$17.2K -398 -7%
HFRG
1681
Houlihan Financial Resource Group
Virginia
$265K – – –
AW
1682
Alaethes Wealth
Nevada
$264K – – –
TGAM
1683
TBH Global Asset Management
Tennessee
$264K +$231K +5,360 New
FC
1684
Forte Capital
New York
$263K +$231K +5,345 New
AIA
1685
Angeles Investment Advisors
California
$263K +$13.9K +321 +6%
MFWP
1686
Mosaic Family Wealth Partners
Missouri
$262K +$690 +16 +0.3%
MFG
1687
Magnus Financial Group
New York
$262K +$1.73K +40 +0.8%
HR
1688
Hardy Reed
Mississippi
$262K -$4.57K -106 -2%
ACG
1689
Allen Capital Group
Nebraska
$261K +$229K +5,311 New
WCG
1690
Weaver Consulting Group
California
$261K – – –
CC
1691
Constitution Capital
Connecticut
$261K – – –
RP
1692
Raelipskie Partnership
Ontario, Canada
$261K +$229K +5,300 New
CTA
1693
Colonial Trust Advisors
South Carolina
$259K +$777 +18 +0.3%
WCM
1694
Wallace Capital Management
Texas
$259K -$32K -742 -12%
CPC
1695
Consolidated Planning Corp
Georgia
$259K +$227K +5,267 New
WBC
1696
Westpac Banking Corp
Australia
$259K +$227K +5,256 New
CSC
1697
Caldwell Sutter Capital
California
$258K +$5.35K +124 +2%
BWA
1698
Brave Warrior Advisors
New York
$258K – – –
WE
1699
Wealth Effects
Massachusetts
$258K -$86.3K -2,000 -28%
BIC
1700
Beach Investment Counsel
Pennsylvania
$258K -$412K -9,554 -65%
66 67
68
69 70