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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1826
Compagnie Lombard Odier SCmA
Switzerland
$496K – – –
MCCP
1827
Mission Creek Capital Partners
California
$496K +$482K +5,999 New
MHR
1828
Matthew Hamilton Rosenberg
$495K +$128K +1,588 +36%
RYIA
1829
Roehl & Yi Investment Advisors
Oregon
$493K -$4.58K -57 -0.9%
IIC
1830
Ironwood Investment Counsel
Arizona
$493K -$103K -1,277 -18%
WTA
1831
Washington Trust Advisors
Massachusetts
$492K -$55.8K -694 -10%
ZIG
1832
Zullo Investment Group
Pennsylvania
$492K +$1.29K +16 +0.3%
IP
1833
Intellectus Partners
California
$491K – – –
AMIM
1834
Aull & Monroe Investment Management
Alabama
$490K -$964 -12 -0.2%
TI
1835
tru Independence
Oregon
$490K -$7.63K -95 -2%
CL
1836
CVFG LLC
Indiana
$490K – – –
PTB
1837
Pioneer Trust Bank
Oregon
$488K – – –
IA
1838
IFG Advisory
Georgia
$488K +$473K +5,891 +73,638%
KIM
1839
Kestra Investment Management
Texas
$487K +$242K +3,008 +104%
SC
1840
Searle & Co
Connecticut
$487K – – –
SWM
1841
Silverlake Wealth Management
Vermont
$485K +$321 +4 +0.1%
PA
1842
Procyon Advisors
Connecticut
$485K -$13.7K -171 -3%
RWA
1843
Redhawk Wealth Advisors
Minnesota
$484K -$13.6K -169 -3%
CWA
1844
Cornerstone Wealth Advisors
Minnesota
$483K – – –
SFS
1845
Stiles Financial Services
Minnesota
$482K +$2.65K +33 +0.6%
PPG
1846
Peak Planning Group
Colorado
$482K – – –
RPWA
1847
Regent Peak Wealth Advisors
Georgia
$480K +$3.62K +45 +0.8%
VEM
1848
Vann Equity Management
Texas
$477K -$2.41K -30 -0.5%
CAM
1849
Campion Asset Management
Virginia
$476K +$482 +6 +0.1%
MFC
1850
Morris Financial Concepts
South Carolina
$476K -$1.53K -19 -0.3%
72 73
74
75 76