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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICOA
801
Investment Centers of America
North Dakota
$4.21M -$813K -15,289 -17%
GI
802
GS Investments
Minnesota
$4.19M -$116K -2,175 -3%
PTC
803
Private Trust Company
Ohio
$4.17M -$75.8K -1,426 -2%
RVM
804
Robinson Value Management
Texas
$4.14M +$29.7K +559 +0.8%
LA
805
LVW Advisors
New York
$4.13M +$1.1M +20,714 +38%
EFS
806
Essex Financial Services
Connecticut
$4.13M +$341K +6,415 +9%
APP
807
Avantax Planning Partners
Iowa
$4.13M -$437K -8,225 -10%
SFS
808
Sowell Financial Services
Arkansas
$4.12M +$397K +7,465 +11%
CA
809
Cullinan Associates
Kentucky
$4.1M -$4.4M -82,695 -53%
AA
810
Apriem Advisors
California
$4.08M -$523K -9,844 -12%
WC
811
Whitney & Co
New York
$4.05M – – –
BHWM
812
Bar Harbor Wealth Management
New Hampshire
$4.04M -$843K -15,854 -18%
LNWWM
813
Laird Norton Wetherby Wealth Management
California
$4.02M -$54.3K -1,021 -1%
GP
814
Girard Partners
Pennsylvania
$4.02M -$143K -2,692 -4%
GEM
815
Global Endowment Management
North Carolina
$4.01M -$558K -10,500 -13%
BOH
816
Bank of Hawaii
Hawaii
$3.99M +$937K +17,632 +32%
UAM
817
UAS Asset Management
New York
$3.99M -$1.89M -35,560 -33%
SG
818
Somerset Group
Minnesota
$3.98M – – –
VFA
819
Valeo Financial Advisors
Indiana
$3.94M +$3.79M +71,399 New
AAA
820
Adams Asset Advisors
Texas
$3.9M -$654K -12,296 -15%
RA
821
Rational Advisors
New York
$3.85M +$2.6M +48,963 +235%
AWMF
822
Arbor Wealth Management (Florida)
Florida
$3.84M +$52.1K +981 +1%
CS
823
Comerica Securities
Michigan
$3.83M +$2.63M +49,478 +248%
EWM
824
Endurance Wealth Management
Rhode Island
$3.83M -$551K -10,358 -13%
B
825
Brightworth
Georgia
$3.82M +$3.69M +69,346 New
31 32
33
34 35