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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2076
Krilogy Financial
Missouri
– -$311K -8,312 Closed
FCA
2077
FLC Capital Advisors
California
– -$304K -8,146 Closed
OWIM
2078
Old West Investment Management
California
– -$300K -8,037 Closed
PAM
2079
PVG Asset Management
Colorado
– -$287K -7,668 Closed
GA
2080
Greenspring Advisors
Maryland
– -$272K -7,270 Closed
FI
2081
Financial Insights
Washington
– -$265K -7,090 Closed
OFS
2082
OneAscent Financial Services
Alabama
– -$264K -7,066 Closed
LWM
2083
Lyell Wealth Management
California
– -$264K -7,053 Closed
RWP
2084
RWA Wealth Partners
Massachusetts
– -$263K -7,039 Closed
PCH
2085
PGIM Custom Harvest
New Jersey
– -$260K -6,945 Closed
ACM
2086
Avalon Capital Management
California
– -$249K -6,660 Closed
KIA
2087
KLR Investment Advisors
Rhode Island
– -$248K -6,634 Closed
BAM
2088
Blueshift Asset Management
New Jersey
– -$246K -6,569 Closed
AP
2089
Americana Partners
Texas
– -$243K -6,510 Closed
RWMG
2090
Redwood Wealth Management Group
New Jersey
– -$241K -6,443 Closed
CPCM
2091
Cardinal Point Capital Management
Ontario, Canada
– -$237K -6,347 Closed
RAM
2092
Readystate Asset Management
Illinois
– -$236K -6,314 Closed
CC
2093
Copperleaf Capital
North Carolina
– -$233K -6,232 Closed
MIA
2094
Milestone Investment Advisors
Wisconsin
– -$233K -6,223 Closed
LA
2095
Latitude Advisors
Florida
– -$230K -6,148 Closed
HIMC
2096
Heritage Investors Management Corp
Maryland
– -$229K -6,115 Closed
AFA
2097
Alpha Financial Advisors
North Carolina
– -$222K -5,928 Closed
APIM
2098
Agate Pass Investment Management
Washington
– -$218K -5,825 Closed
HHGA
2099
Halbert Hargrove Global Advisors
California
– -$217K -5,802 Closed
GA
2100
Geller Advisors
New York
– -$212K -5,677 Closed
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84
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