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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1851
Avion Wealth
Texas
$525K -$347 -4 -0.1%
CGPCS
1852
Capital Group Private Client Services
California
$525K – – –
BFIC
1853
Bedell Frazier Investment Counselling
California
$525K +$11K +127 +2%
BI
1854
Bradyco Inc
Massachusetts
$525K – – –
CCM
1855
Charter Capital Management
Wisconsin
$524K +$174 +2 +0%
MW
1856
Maia Wealth
Colorado
$523K -$23.2K -267 -4%
RWPA
1857
Richard W. Paul & Associates
Michigan
$523K -$37.3K -430 -7%
PWA
1858
Physician Wealth Advisors
Utah
$522K -$1.48K -17 -0.3%
MFWP
1859
Mosaic Family Wealth Partners
Missouri
$521K -$12.7K -146 -3%
PAMG
1860
Patton Albertson Miller Group
Tennessee
$520K +$7.99K +92 +2%
GKWIM
1861
Gerber Kawasaki Wealth & Investment Management
California
$517K +$482K +5,548 New
PWP
1862
Ponta Wealth Partners
Florida
$517K +$481K +5,545 New
RPWA
1863
Regent Peak Wealth Advisors
Georgia
$516K +$5.38K +62 +1%
EL
1864
EWA LLC
Pennsylvania
$515K +$6.86K +79 +1%
PWP
1865
Pursue Wealth Partners
California
$515K – – –
RIA
1866
Regal Investment Advisors
Michigan
$514K +$118K +1,354 +33%
CTI
1867
Community Trust & Investment
Kentucky
$514K +$15.7K +181 +3%
GPW
1868
Genesis Private Wealth
Virginia
$513K -$1.13K -13 -0.2%
NPA
1869
Nichols & Pratt Advisers
Massachusetts
$513K -$17.4K -200 -4%
NED
1870
Nancy E. Dempze
$513K +$86.8K +1,000 +22%
WCM
1871
Wedge Capital Management
North Carolina
$511K -$7.64K -88 -2%
FPCP
1872
Fort Point Capital Partners
California
$509K +$497K +5,726 New
BMCM
1873
Bryn Mawr Capital Management
Pennsylvania
$509K +$81.3K +936 +21%
PCM
1874
Parsons Capital Management
Rhode Island
$508K – – –
TIM
1875
Thompson Investment Management
Wisconsin
$508K -$17.4K -200 -4%
73 74
75
76 77