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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2101
Avity Investment Management
Connecticut
$377K +$16.5K +190 +5%
JWM
2102
JGP Wealth Management
Oregon
$377K – – –
PSP
2103
Principal Street Partners
Tennessee
$376K +$16.2K +187 +5%
WAM
2104
Weinberger Asset Management
California
$376K -$31.7K -365 -8%
NLP
2105
Next Level Private
New York
$376K +$84K +968 +32%
CBT
2106
CoreFirst Bank & Trust
Kansas
$376K -$38.1K -439 -10%
MAMU
2107
Myriad Asset Management US
Florida
$376K -$900K -10,368 -72%
BHWM
2108
Bar Harbor Wealth Management
New Hampshire
$376K -$39.1K -450 -10%
PCA
2109
Peddock Capital Advisors
Massachusetts
$375K – – –
JHP
2110
James Hambro & Partners
United Kingdom
$375K – – –
MFF
2111
Michels Family Financial
Texas
$374K +$101K +1,158 +41%
LC
2112
Lawood & Co
Pennsylvania
$373K +$348K +4,007 New
BFW
2113
Brady Family Wealth
Missouri
$373K +$348K +4,003 New
EP
2114
EPIQ Partners
Minnesota
$373K – – –
UBV
2115
United Bank (Virginia)
Virginia
$373K – – –
BI
2116
Bramshill Investments
Florida
$373K +$347K +4,000 New
SQA
2117
Simon Quick Advisors
New Jersey
$373K +$347K +3,997 New
MA
2118
MJP Associates
Connecticut
$371K +$28.4K +327 +9%
SL
2119
StoryOne LLC
Kansas
$371K – – –
IAG
2120
Investment Advisory Group
Massachusetts
$371K -$3.3K -38 -0.9%
MO
2121
McMillan Office
Michigan
$371K +$345K +3,978 New
1L
2122
10Elms LLP
Oklahoma
$370K – – –
WCFA
2123
Walkner Condon Financial Advisors
Wisconsin
$369K -$3.99K -46 -1%
KA
2124
Kure Advisory
Minnesota
$369K +$344K +3,959 New
PPWM
2125
Paragon Private Wealth Management
Kentucky
$369K +$35.3K +407 +11%
83 84
85
86 87