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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1876
Colonial Trust
South Carolina
$451K +$32.5K +378 +7%
CFP
1877
Cascade Financial Partners
California
$451K – – –
HWAM
1878
Hennion & Walsh Asset Management
New Jersey
$451K +$486K +5,659 New
XPN
1879
XY Planning Network
Montana
$450K +$479K +5,579 New
BFIC
1880
Bedell Frazier Investment Counselling
California
$449K +$515 +6 +0.1%
BI
1881
Bradyco Inc
Massachusetts
$448K – – –
HKIM
1882
Hayek Kallen Investment Management
Alabama
$448K +$483K +5,625 New
TIM
1883
Thompson Investment Management
Wisconsin
$447K +$13.9K +162 +3%
GPW
1884
Genesis Private Wealth
Virginia
$445K +$8.07K +94 +2%
KLCM
1885
KG&L Capital Management
Louisiana
$443K -$248K -2,886 -27%
TW
1886
Traveka Wealth
California
$442K -$14.9K -174 -3%
TVM
1887
True Vision MN
Minnesota
$441K +$54.3K +632 +13%
RIA
1888
Regal Investment Advisors
Michigan
$441K +$1.37K +16 +0.3%
PWP
1889
Pursue Wealth Partners
California
$440K – – –
BWAM
1890
Boyd Watterson Asset Management
Ohio
$438K -$59.4K -691 -11%
NPA
1891
Nichols & Pratt Advisers
Massachusetts
$438K – – –
RWPA
1892
Richard W. Paul & Associates
Michigan
$437K -$10.3K -120 -2%
TPM
1893
Triasima Portfolio Management
Quebec, Canada
$436K -$47.4K -552 -9%
BMWS
1894
Brady Martz Wealth Solutions
North Dakota
$435K +$1.89K +22 +0.4%
HCMG
1895
Howard Capital Management Group
California
$434K +$42.9K +500 +10%
HGWM
1896
Horst & Graben Wealth Management
Oregon
$433K +$187K +2,175 +68%
QFA
1897
Quantum Financial Advisors
California
$432K +$34.4K +401 +8%
FIM
1898
Fruth Investment Management
Texas
$431K – – –
ACM
1899
Arcataur Capital Management
Wisconsin
$430K +$6.01K +70 +1%
AMPWP
1900
Alvarez & Marsal Private Wealth Partners
Florida
$430K +$101K +1,180 +28%
74 75
76
77 78