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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1676
OneAscent Wealth Management
Alabama
$581K -$17K -198 -3%
MFG
1677
Magnus Financial Group
New York
$580K -$9.79K -114 -2%
RWM
1678
Riverbend Wealth Management
South Carolina
$580K +$292K +3,396 +87%
TCM
1679
Tributary Capital Management
Nebraska
$580K -$15K -175 -2%
HR
1680
Howe & Rusling
New York
$578K -$33.8K -394 -5%
ANB
1681
Amarillo National Bank
Texas
$576K +$622K +7,241 New
IIC
1682
Ironwood Investment Counsel
Arizona
$576K +$258 +3 +0%
EGM
1683
Engineers Gate Manager
New York
$576K -$293K -3,407 -32%
MCM
1684
Mengis Capital Management
Oregon
$575K -$25.4K -296 -4%
AFT
1685
Alpha Family Trust
California
$575K – – –
LCWP
1686
Legacy Capital Wealth Partners
Arkansas
$574K -$133K -1,552 -18%
OAM
1687
Oxford Asset Management
United Kingdom
$573K +$619K +7,202 New
LC
1688
Lincoln Capital
Nebraska
$573K +$172 +2 +0%
SW
1689
SlateStone Wealth
Florida
$571K +$616K +7,167 New
CCWM
1690
Cassaday & Co Wealth Management
Virginia
$570K -$57.1K -665 -8%
SCA
1691
Sippican Capital Advisors
Massachusetts
$570K -$18K -210 -3%
LA
1692
Lynch & Associates
Indiana
$570K +$38.7K +450 +7%
VWA
1693
VSM Wealth Advisory
Maryland
$570K +$149K +1,735 +32%
DIM
1694
Delta Investment Management
California
$569K – – –
APG
1695
Abacus Planning Group
South Carolina
$568K -$55.8K -650 -8%
CF
1696
Convergence Financial
Missouri
$568K +$297K +3,458 +94%
BFP
1697
Birchwood Financial Partners
Minnesota
$567K -$6.44K -75 -1%
MCM
1698
Maltese Capital Management
New York
$567K -$4.41M -51,376 -88%
DLA
1699
Douglas Lane & Associates
New York
$567K -$46.5K -541 -7%
CA
1700
CoreCap Advisors
Michigan
$567K +$83.2K +969 +16%
66 67
68
69 70