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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1726
Windsor Capital Management
Arizona
$281K -$17.7K -330 -5%
PP
1727
Patten & Patten
Tennessee
$276K – – –
MTC
1728
McDaniel Terry & Co
Texas
$276K +$305K +5,690 New
SWA
1729
Sutton Wealth Advisors
Florida
$275K +$428 +8 +0.1%
LFA
1730
Laraway Financial Advisors
Minnesota
$275K -$53.5K -1,000 -15%
FNBOH
1731
First National Bank of Hutchinson
Kansas
$275K – – –
MPW
1732
Monterey Private Wealth
California
$275K +$293K +5,482 New
DA
1733
Detalus Advisors
Missouri
$273K +$2.3K +43 +0.8%
AAP
1734
Arax Advisory Partners
Colorado
$273K +$130K +2,420 +75%
EWM
1735
Empirical Wealth Management
Washington
$273K +$302K +5,636 New
FCFS
1736
First Command Financial Services
Texas
$272K -$1.66K -31 -0.5%
CWP
1737
Curated Wealth Partners
California
$272K – – –
FCB
1738
First Command Bank
Texas
$272K +$116K +2,166 +63%
GCIA
1739
Gabelli & Co Investment Advisers
New York
$271K – – –
HR
1740
Howe & Rusling
New York
$269K -$145K -2,705 -33%
VT
1741
Vise Technologies
New York
$269K +$297K +5,549 New
WPP
1742
Whalerock Point Partners
Rhode Island
$268K – – –
MSFS
1743
Main Street Financial Solutions
Pennsylvania
$267K -$33.3K -622 -10%
MJRIC
1744
Mogy Joel R Investment Counsel
California
$267K – – –
MPCG
1745
Matrix Private Capital Group
New York
$267K +$4.5K +84 +2%
VV
1746
Verity & Verity
South Carolina
$267K +$295K +5,510 New
SGI
1747
Summit Global Investments
Utah
$266K – – –
HPC
1748
Hobart Private Capital
North Carolina
$266K – – –
AB
1749
Atlas Brown
Kentucky
$264K – – –
BWM
1750
Buckley Wealth Management
Nevada
$263K +$31.9K +596 +12%
68 69
70
71 72