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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1751
FLC Capital Advisors
California
$472K +$211K +2,925 +99%
SC
1752
Searle & Co
Connecticut
$472K – – –
MW
1753
MBL Wealth
North Carolina
$471K -$9.09K -126 -2%
IFU
1754
iSAM Funds (UK)
United Kingdom
$471K -$57.2K -793 -12%
TCB
1755
Texas Capital Bancshares
Texas
$469K -$102K -1,408 -19%
HCWM
1756
Hidden Cove Wealth Management
Washington
$467K +$10.4K +144 +3%
PPG
1757
Peak Planning Group
Colorado
$467K +$6.13K +85 +1%
AA
1758
ALPS Advisors
Colorado
$465K -$73.5K -1,020 -15%
NCM
1759
Novare Capital Management
North Carolina
$464K +$105K +1,457 +34%
AF
1760
Arrow Financial
New York
$464K -$8.07K -112 -2%
ETC
1761
Exchange Traded Concepts
Oklahoma
$463K -$562K -7,800 -57%
ITIM
1762
Indiana Trust & Investment Management
Indiana
$463K – – –
PFW
1763
Petros Family Wealth
Minnesota
$461K -$79.2K -1,098 -16%
CFP
1764
Cascade Financial Partners
California
$461K -$28.8K -400 -7%
BBW
1765
Blue Barn Wealth
Utah
$460K +$54.4K +755 +15%
MA
1766
Mezzasalma Advisors
New Jersey
$459K -$937 -13 -0.2%
DWM
1767
Denver Wealth Management
Colorado
$459K +$577 +8 +0.1%
1WA
1768
180 Wealth Advisors
Washington
$459K -$7.64K -106 -2%
OAM
1769
Oxford Asset Management
United Kingdom
$458K +$412K +5,721 New
SIMG
1770
Sonora Investment Management Group
Arizona
$458K +$73.3K +1,017 +22%
NPA
1771
Nichols & Pratt Advisers
Massachusetts
$457K -$36.1K -500 -8%
SNBOSD
1772
Security National Bank of So Dak
Iowa
$457K – – –
JSAM
1773
J. Safra Asset Management
New York
$455K +$18.9K +262 +5%
FC
1774
Forte Capital
New York
$455K +$43.9K +609 +12%
UF
1775
Univest Financial
Pennsylvania
$455K -$21.2K -294 -5%
69 70
71
72 73