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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
1751
Van Cleef Asset Management
Ohio
$533K -$96.5K -1,124 -14%
SI
1752
Severin Investments
Missouri
$533K -$722K -8,403 -56%
WC
1753
Weil Company
California
$531K – – –
AWP
1754
Axis Wealth Partners
Rhode Island
$531K +$13.2K +154 +2%
WTA
1755
Washington Trust Advisors
Massachusetts
$530K -$6.01K -70 -1%
BA
1756
Bridgewater Advisors
New York
$529K -$44.8K -522 -7%
BWM
1757
BlackDiamond Wealth Management
New York
$529K -$3.44K -40 -0.6%
PMSA
1758
Patrick M. Sweeney & Associates
Illinois
$529K +$6.61K +77 +1%
CBB
1759
Citizens Business Bank
California
$527K – – –
PSB
1760
Piscataqua Savings Bank
New Hampshire
$527K – – –
SAM
1761
Sequent Asset Management
Texas
$527K -$11.6K -135 -2%
CWS
1762
Confluence Wealth Services
Pennsylvania
$527K – – –
TC
1763
TFR Capital
Texas
$525K +$34.9K +406 +7%
FCIM
1764
Fairview Capital Investment Management
California
$524K -$25.8K -300 -4%
SOAG
1765
Silver Oak Advisory Group
Oregon
$524K – – –
SWGC
1766
Summit Wealth Group (Colorado)
Colorado
$523K +$133K +1,549 +31%
FCAS
1767
First Command Advisory Services
Texas
$523K +$58.3K +679 +12%
GFA
1768
Gallagher Fiduciary Advisors
Illinois
$523K -$78.8K -918 -12%
WA
1769
WealthTrust Axiom
Pennsylvania
$521K -$5.33K -62 -0.9%
HBT
1770
Heartland Bank & Trust
Illinois
$519K +$10.5K +122 +2%
BWG
1771
Beta Wealth Group
California
$518K +$17.4K +202 +3%
SC
1772
Summa Corp
Texas
$517K -$28.8K -335 -5%
RRA
1773
Red Reef Advisors
Florida
$516K -$66.1K -770 -11%
TAM
1774
Titleist Asset Management
Texas
$516K +$5.15K +60 +0.9%
HFS
1775
Howard Financial Services
Texas
$515K +$256K +2,978 +85%
69 70
71
72 73