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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
Waverly Advisors
Alabama
$1.81M +$893K +20,705 +129%
ACIM
802
Azimuth Capital Investment Management
Michigan
$1.81M +$8.5K +197 +0.5%
RPCONE
803
Retirement Planning Company of New England
Rhode Island
$1.81M +$26.7K +618 +2%
OCM
804
One Capital Management
California
$1.79M +$9.84K +228 +0.6%
KWS
805
Keystone Wealth Services
California
$1.78M +$92K +2,131 +6%
AC
806
Avestar Capital
New York
$1.78M +$58.8K +1,362 +4%
VVP
807
Venture Visionary Partners
Ohio
$1.76M +$171K +3,970 +13%
BJL
808
Brighton Jones LLC
Washington
$1.76M +$80.4K +1,863 +6%
BHCM
809
Brevan Howard Capital Management
Jersey
$1.74M +$1.53M +35,435 New
MOS
810
MGO One Seven
Ohio
$1.74M +$67.4K +1,562 +5%
MAM
811
Marotta Asset Management
Virginia
$1.73M – – –
PWA
812
Providence Wealth Advisors
Illinois
$1.73M +$128K +2,957 +21%
PAM
813
Peak Asset Management
Colorado
$1.72M -$18.6K -430 -1%
MNBTD
814
Moody National Bank Trust Division
Texas
$1.71M -$1.69M -39,102 -53%
ACI
815
Alpha Cubed Investments
California
$1.71M -$168K -3,900 -10%
AAM
816
Auxier Asset Management
Oregon
$1.71M -$120K -2,775 -7%
AMM
817
American Money Management
California
$1.7M -$52.4K -1,215 -3%
CAM
818
Carret Asset Management
New York
$1.69M -$1.42K -33 -0.1%
CCB
819
Country Club Bank
Missouri
$1.68M -$12.8K -297 -0.9%
HAG
820
HF Advisory Group
Maryland
$1.68M +$61.1K +1,417 +4%
MIM
821
Miller Investment Management
Pennsylvania
$1.68M -$177K -4,100 -11%
EH
822
Equitable Holdings
New York
$1.68M -$365K -8,469 -20%
LAM
823
Lummis Asset Management
Texas
$1.67M +$1.47M +34,009 New
CSC
824
Cove Street Capital
California
$1.67M -$64.7K -1,500 -4%
BP
825
Ballentine Partners
Massachusetts
$1.67M +$547K +12,665 +60%
31 32
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