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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2376
Abound Wealth Management
Tennessee
$195K +$10.4K +128 +6%
MWPCG
2377
Measured Wealth Private Client Group
New Hampshire
$192K +$186K +2,295 New
DIP
2378
DT Investment Partners
Pennsylvania
$190K – – –
GCM
2379
Gables Capital Management
Florida
$184K -$12.2K -150 -6%
CB
2380
Community Bank
New York
$172K +$52K +641 +46%
HDIM
2381
Hanson & Doremus Investment Management
Vermont
$171K +$23K +284 +16%
BTC
2382
Bank & Trust Company
Illinois
$171K – – –
SR
2383
Syntax Research
Florida
$171K – – –
GCM
2384
Gladius Capital Management
Illinois
$170K +$25.4K +313 +18%
GEA
2385
Glen Eagle Advisors
New Jersey
$170K +$12K +148 +8%
WFA
2386
West Financial Advisors
Iowa
$170K +$162 +2 +0.1%
CHC
2387
City Holding Co
West Virginia
$168K +$31.9K +393 +24%
CCMI
2388
Creative Capital Management Investments
California
$168K – – –
HA
2389
Heartland Advisors
Wisconsin
$168K – – –
SOAMC
2390
Spirit of America Management Corp
New York
$168K – – –
CFP
2391
Comprehensive Financial Planning
Pennsylvania
$168K +$162K +2,000 New
OWP
2392
ORG Wealth Partners
Texas
$167K +$90.2K +1,112 +126%
BFPW
2393
BOK Financial Private Wealth
Colorado
$162K – – –
ME
2394
McIlrath & Eck
Washington
$160K +$324 +4 +0.2%
JEST
2395
JTC Employer Solutions Trustee
Jersey
$160K – – –
KFI
2396
Key Financial Inc
Pennsylvania
$155K -$9.81K -121 -6%
BDL
2397
Bey-Douglas LLC
Georgia
$152K +$147K +1,810 New
EPIME
2398
Evelyn Partners Investment Management (Europe)
$150K – – –
OAM
2399
Ostrum Asset Management
France
$149K -$4.62K -57 -3%
SWP
2400
Strategic Wealth Partners
Ohio
$149K -$10.9K -134 -7%
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