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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2101
Atticus Wealth Management
Florida
$62.4K – – –
CAM
2102
Creekmur Asset Management
Illinois
$61.2K +$1.42K +24 +2%
FP
2103
Financial Perspectives
Minnesota
$60.1K – – –
TWP
2104
Triad Wealth Partners
Kansas
$59.6K +$59.2K +1,003 New
MIM
2105
Manitou Investment Management
Ontario, Canada
$59.4K -$27.9M -472,307 -100%
CYG
2106
Clean Yield Group
Vermont
$59.4K -$59K -1,000 -50%
AIM
2107
Arcadia Investment Management
Michigan
$59.4K – – –
WAM
2108
Westport Asset Management
Connecticut
$59.4K – – –
TCM
2109
TruNorth Capital Management
Michigan
$59.4K +$59K +1,000 New
RFS
2110
Richardson Financial Services
Massachusetts
$59.1K – – –
KFP
2111
Keener Financial Planning
Texas
$59K – – –
MB
2112
Mizuho Bank
Japan
$58.2K +$57.9K +980 New
FDCP
2113
Foster Dykema Cabot & Partners
Massachusetts
$58.1K – – –
PAG
2114
Paladin Advisory Group
Iowa
$58K – – –
MAM
2115
Meeder Asset Management
Ohio
$54.7K -$443K -7,505 -89%
LG
2116
LAM Group
Oregon
$53.5K – – –
CBT
2117
Central Bank & Trust
Kentucky
$53.4K – – –
BWL
2118
Bogart Wealth LLC
Virginia
$53.3K +$2.01K +34 +4%
SNB
2119
Security National Bank
Nebraska
$53.2K – – –
CJL
2120
Cyrus J. Lawrence
New York
$53K – – –
CTB
2121
Country Trust Bank
Illinois
$52.9K – – –
TIM
2122
Tortoise Investment Management
New York
$52.3K – – –
BHWM
2123
Beaird Harris Wealth Management
Texas
$51.3K +$18K +305 +54%
SRCM
2124
Signature Resources Capital Management
California
$50.5K – – –
PP
2125
PrairieView Partners
Minnesota
$50K +$59 +1 +0.1%
83 84
85
86 87