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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2576
Osterweis Capital Management
California
$147K -$203K -2,524 -59%
CPG
2577
Cornerstone Planning Group
New Jersey
$147K -$6.11K -76 -4%
AG
2578
AmeriFlex Group
Nevada
$146K -$34.6K -431 -20%
BHWM
2579
Bay Harbor Wealth Management
Maryland
$145K +$7.31K +91 +5%
SAM
2580
Sherman Asset Management
California
$143K – – –
M
2581
MOTCO
Texas
$142K +$5.46K +68 +4%
SWM
2582
SHP Wealth Management
Massachusetts
$141K +$11K +137 +9%
PWM
2583
Proathlete Wealth Management
Florida
$139K – – –
II
2584
Inspire Investing
Idaho
$139K – – –
FFO
2585
Fortitude Family Office
Arizona
$139K +$2.97K +37 +2%
CA
2586
Centerpoint Advisors
Massachusetts
$137K – – –
FUBT
2587
First United Bank & Trust
Maryland
$137K – – –
LAMC
2588
Longview Asset Management (California)
California
$137K – – –
HIIFS
2589
Harel Insurance Investments & Financial Services
Israel
$132K -$88.4K -1,100 -41%
CHC
2590
City Holding Co
West Virginia
$131K -$16.6K -207 -12%
MMCM
2591
Murphy & Mullick Capital Management
New York
$131K +$241 +3 +0.2%
AWM
2592
Activest Wealth Management
Florida
$130K +$29.7K +369 +31%
FFA
2593
Frazier Financial Advisors
Ohio
$130K -$19.3K -240 -13%
CYG
2594
Clean Yield Group
Vermont
$130K -$1.85K -23 -1%
GCP
2595
Gill Capital Partners
Colorado
$126K -$2.41K -30 -2%
GEA
2596
Glen Eagle Advisors
New Jersey
$125K -$34.2K -425 -22%
ATC
2597
Adirondack Trust Company
New York
$125K – – –
WFA
2598
West Financial Advisors
Iowa
$121K +$39.9K +497 +51%
AFC
2599
Ares Financial Consulting
California
$121K +$6.75K +84 +6%
EIP
2600
Essential Investment Partners
Colorado
$120K – – –
102 103
104
105 106