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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2101
SSI Investment Management
California
$323K – – –
BHC
2102
Bull Harbor Capital
Maryland
$323K +$348K +4,057 New
AFG
2103
Albion Financial Group
Utah
$323K +$240K +2,797 +223%
SHFG
2104
S Harris Financial Group
Texas
$322K -$7.64K -89 -2%
DIP
2105
DT Investment Partners
Pennsylvania
$322K -$11.4K -133 -3%
DWS
2106
Discipline Wealth Solutions
South Carolina
$322K – – –
SPF
2107
South Plains Financial
Texas
$322K -$17.2K -200 -5%
JWM
2108
JGP Wealth Management
Oregon
$322K – – –
ACP
2109
Argyle Capital Partners
California
$322K +$11.3K +131 +3%
ALA
2110
Atlas Legacy Advisors
California
$321K -$67.4K -785 -16%
NLP
2111
Next Level Private
New York
$321K -$258 -3 -0.1%
AMBIA
2112
Allen Mooney & Barnes Investment Advisors
Georgia
$321K -$5.75K -67 -2%
PMFA
2113
Plante Moran Financial Advisors
Michigan
$321K -$59.7K -695 -15%
PCA
2114
Peddock Capital Advisors
Massachusetts
$320K – – –
SWA
2115
SFMG Wealth Advisors
Texas
$320K +$10.5K +122 +3%
OFA
2116
Orographic Financial Advisors
Colorado
$320K +$346K +4,030 New
JHP
2117
James Hambro & Partners
United Kingdom
$320K – – –
AAB
2118
ABN AMRO Bank
Netherlands
$320K -$4.87M -56,665 -93%
TVPW
2119
Third View Private Wealth
Connecticut
$319K +$13.8K +161 +4%
TNBTD
2120
Trustmark National Bank Trust Department
Mississippi
$319K +$23.9K +278 +7%
EWM
2121
Elevatus Welath Management
New York
$319K +$21.9K +255 +7%
NED
2122
Nancy E. Dempze
$318K -$129K -1,500 -27%
EP
2123
EPIQ Partners
Minnesota
$318K – – –
UBV
2124
United Bank (Virginia)
Virginia
$318K – – –
NWM
2125
Northcape Wealth Management
New York
$318K +$3.61K +42 +1%
83 84
85
86 87