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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1801
Patton Albertson Miller Group
Tennessee
$460K -$683K -8,420 -61%
RPWA
1802
Regent Peak Wealth Advisors
Georgia
$459K +$444K +5,477 New
EMAM
1803
Encompass More Asset Management
California
$458K -$973 -12 -0.2%
TPA
1804
Trivium Point Advisory
Connecticut
$458K +$40.4K +498 +10%
PCM
1805
Parsons Capital Management
Rhode Island
$457K +$8.11K +100 +2%
EL
1806
EWA LLC
Pennsylvania
$457K +$30.4K +375 +7%
MCP
1807
Mirador Capital Partners
California
$456K +$5.27K +65 +1%
DA
1808
Detalus Advisors
Missouri
$456K – – –
FIM
1809
Fruth Investment Management
Texas
$454K -$40.5K -500 -8%
EFA
1810
Evernest Financial Advisors
Indiana
$454K -$18.8K -232 -4%
SFC
1811
SYM Financial Corp
Indiana
$450K +$8.27K +102 +2%
LA
1812
Legacy Advisors
Pennsylvania
$449K +$435K +5,360 New
ACM
1813
Arcataur Capital Management
Wisconsin
$448K -$9.16K -113 -2%
CTI
1814
Community Trust & Investment
Kentucky
$447K – – –
RFA
1815
Register Financial Advisors
Georgia
$445K -$8.43K -104 -2%
KW
1816
KWB Wealth
California
$445K +$973 +12 +0.2%
CC
1817
Constitution Capital
Connecticut
$444K – – –
CT
1818
Colonial Trust
South Carolina
$444K -$59K -727 -12%
IB
1819
Intrust Bank
Kansas
$443K -$1.14K -14 -0.3%
HIIFS
1820
Harel Insurance Investments & Financial Services
Israel
$443K +$154K +1,900 +56%
CAI
1821
Capital Advisors Inc
Oklahoma
$440K -$117K -1,440 -22%
VWA
1822
VSM Wealth Advisory
Maryland
$440K – – –
BFA
1823
Brown Financial Advisors
Ohio
$439K +$425K +5,241 New
MPCG
1824
Matrix Private Capital Group
New York
$437K – – –
AIM
1825
Acropolis Investment Management
Missouri
$435K +$441K +5,435 New
71 72
73
74 75