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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1701
Everhart Financial Group
Ohio
$211K -$81.2K -1,851 -26%
ACM
1702
AUA Capital Management
Pennsylvania
$211K – – –
DWM
1703
Dakota Wealth Management
Florida
$211K +$35.6K +811 +18%
ANB
1704
Amarillo National Bank
Texas
$210K -$40.4K -920 -15%
HR
1705
Howe & Rusling
New York
$210K -$8.07K -184 -3%
FAG
1706
Financial Advisory Group
Texas
$209K -$49.6K -1,130 -17%
MSAM
1707
Moloney Securities Asset Management
Missouri
$209K -$31.8K -725 -12%
CC
1708
Constitution Capital
Connecticut
$208K – – –
HBT
1709
Hills Bank & Trust
Iowa
$208K – – –
DWM
1710
Denver Wealth Management
Colorado
$208K +$233K +5,300 New
FPF
1711
First Pacific Financial
Washington
$207K – – –
GA
1712
Greenspring Advisors
Maryland
$206K -$2.68K -61 -1%
JWM
1713
Janiczek Wealth Management
Colorado
$206K +$2.15K +49 +1%
DAM
1714
Deltec Asset Management
New York
$206K +$231K +5,260 New
GC
1715
Gratus Capital
Georgia
$205K – – –
CAAS
1716
Capital Asset Advisory Services
Michigan
$204K +$2.19K +50 +1%
CCM
1717
CAAS Capital Management
New York
$204K +$228K +5,200 New
PAM
1718
Pegasus Asset Management
New York
$204K +$229K +5,215 New
HR
1719
Hardy Reed
Mississippi
$203K +$10.6K +242 +5%
FPCG
1720
Fort Pitt Capital Group
Pennsylvania
$202K – – –
BFO
1721
Boston Family Office
Massachusetts
$201K -$1.1K -25 -0.5%
HWM
1722
Hohimer Wealth Management
Washington
$201K – – –
TWA
1723
TPB Wealth Advisors
Texas
$201K +$88 +2 +0%
TCM
1724
Traynor Capital Management
Pennsylvania
$201K +$225K +5,133 New
ACA
1725
Atlas Capital Advisors
Wyoming
$200K -$796K -18,128 -78%
67 68
69
70 71