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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPM
1801
Triasima Portfolio Management
Quebec, Canada
$562K -$126K -1,450 -19%
FNBOH
1802
First National Bank of Hutchinson
Kansas
$562K – – –
NFP
1803
Narus Financial Partners
Utah
$562K +$3.56K +41 +0.7%
PA
1804
Procyon Advisors
Connecticut
$561K +$79.8K +919 +18%
GCA
1805
Gradient Capital Advisors
California
$561K +$108K +1,245 +26%
ACM
1806
Ategra Capital Management
Virginia
$559K +$521K +6,000 New
NL
1807
NWAM LLC
Washington
$558K -$45K -518 -8%
AIM
1808
Acropolis Investment Management
Missouri
$558K +$47.7K +550 +10%
SMWM
1809
Silvia McColl Wealth Management
California
$558K -$3.47K -40 -0.7%
LWL
1810
Leo Wealth LLC
Texas
$557K +$151K +1,744 +41%
MA
1811
Mezzasalma Advisors
New Jersey
$555K +$9.29K +107 +2%
AMIM
1812
Aull & Monroe Investment Management
Alabama
$554K -$27.1K -312 -5%
VCP
1813
Verus Capital Partners
Arizona
$553K -$12.8K -148 -2%
CWP
1814
Curated Wealth Partners
California
$552K +$515K +5,928 New
PTB
1815
Pioneer Trust Bank
Oregon
$550K – – –
GCM
1816
G2 Capital Management
Ohio
$549K +$2.87K +33 +0.6%
FCAS
1817
First Command Advisory Services
Texas
$549K +$29.8K +343 +6%
BPAMU
1818
BTG Pactual Asset Management US
New York
$549K +$88.6K +1,020 +21%
SC
1819
Searle & Co
Connecticut
$549K – – –
BWM
1820
BCS Wealth Management
Tennessee
$548K +$289K +3,333 +131%
CPC
1821
Cookson Peirce & Co
Pennsylvania
$548K +$83.6K +963 +20%
NP
1822
Ninepoint Partners
Ontario, Canada
$548K +$510K +5,879 New
CCAM
1823
Cascades Capital Asset Management
North Carolina
$548K +$68K +783 +15%
SWM
1824
Silverlake Wealth Management
Vermont
$547K – – –
AWA
1825
Alaska Wealth Advisors
Alaska
$546K -$4.6K -53 -0.9%
71 72
73
74 75