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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2301
Steele Capital Management
Iowa
– -$431K -7,257 Closed
WWMSC
2302
Wagner Wealth Management (South Carolina)
South Carolina
– -$399K -6,715 Closed
TC
2303
TradeLink Capital
Illinois
– -$392K -6,600 Closed
BWA
2304
Bordeaux Wealth Advisors
California
– -$387K -6,517 Closed
IFA
2305
Index Fund Advisors
California
– -$367K -6,186 Closed
FAM
2306
Fenimore Asset Management
New York
– -$356K -6,000 Closed
WF
2307
Wayfinding Financial
Washington
– -$346K -5,826 Closed
CA
2308
Crewe Advisors
Utah
– -$328K -5,517 Closed
IWA
2309
IBEX Wealth Advisors
New Jersey
– -$321K -5,410 Closed
NCM
2310
Nelson Capital Management
California
– -$319K -5,370 Closed
WCM
2311
Wallace Capital Management
Texas
– -$313K -5,268 Closed
SWS
2312
SYSTM Wealth Solutions
Illinois
– -$289K -4,874 Closed
AC
2313
AXQ Capital
New Jersey
– -$285K -4,799 Closed
RA
2314
Rational Advisors
New York
– -$285K -4,797 Closed
HWA
2315
Heartwood Wealth Advisors
Virginia
– -$280K -4,718 Closed
EP
2316
Edgestream Partners
New Jersey
– -$272K -4,578 Closed
SWRP
2317
Summit Wealth & Retirement Planning
California
– -$267K -4,489 Closed
JSSH
2318
J. Safra Sarasin Holding
– -$262K -4,419 Closed
FP
2319
Factorial Partners
New York
– -$261K -4,400 Closed
TF
2320
Trek Financial
Arizona
– -$254K -4,277 Closed
IHL
2321
Investment House LLC
California
– -$253K -4,254 Closed
DIG
2322
DeepCurrents Investment Group
New York
– -$239K -4,223 Closed
CCA
2323
Cravens & Co Advisors
Tennessee
– -$245K -4,125 Closed
CIS
2324
Custom Index Systems
New York
– -$245K -4,121 Closed
AWM
2325
Avaii Wealth Management
Wisconsin
– -$244K -4,114 Closed
91 92
93
94 95