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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2501
Violich Capital Management
California
$207K +$201K +2,500 New
IP
2502
Investment Partners
Ohio
$206K -$31.4K -391 -14%
FC
2503
Farringdon Capital
United Kingdom
$206K -$573K -7,124 -74%
EP
2504
Essential Partners
California
$205K +$156K +1,938 +360%
SGFG
2505
Silver Grove Financial Group
New York
$204K +$199K +2,472 New
BCP
2506
Berkeley Capital Partners
Georgia
$204K +$198K +2,470 New
ES
2507
Eagle Strategies
New York
$204K +$198K +2,466 New
APFP
2508
Action Point Financial Planning
Michigan
$204K +$199K +2,472 New
MA
2509
MW Advisory
Georgia
$204K +$198K +2,464 New
RC
2510
Roundview Capital
New Jersey
$204K +$198K +2,464 New
PCA
2511
Prosperity Capital Advisors
Ohio
$204K +$198K +2,463 New
LT
2512
Legacy Trust
Michigan
$203K +$198K +2,462 New
ACA
2513
American Capital Advisory
Idaho
$203K +$2.33K +29 +1%
GWP
2514
Gen-Wealth Partners
Michigan
$202K -$6.51K -81 -3%
TWM
2515
TopTier Wealth Management
Wisconsin
$201K +$1.77K +22 +0.9%
MHWM
2516
Montz Harcus Wealth Management
Louisiana
$201K -$17.8K -221 -8%
CGFA
2517
Colton Groome Financial Advisors
North Carolina
$201K +$195K +2,427 New
SAM
2518
Strategy Asset Managers
California
$200K -$185K -2,308 -49%
PAG
2519
Paladin Advisory Group
Iowa
$197K – – –
TWD
2520
True Wealth Design
Ohio
$197K +$100K +1,247 +110%
QL
2521
Quarry LP
New York
$196K -$284K -3,533 -60%
AIC
2522
Archer Investment Corporation
Indiana
$196K +$3.29K +41 +2%
CCMI
2523
Creative Capital Management Investments
California
$193K +$25.3K +315 +16%
CB
2524
CNB Bank
Pennsylvania
$193K – – –
KFAS
2525
Keating Financial Advisory Services
Kansas
$193K +$56.3K +700 +43%
99 100
101
102 103