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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
801
Crestwood Advisors Group
Massachusetts
$2.83M +$223K +3,260 +9%
TW
802
Transform Wealth
Colorado
$2.82M -$12.9M -188,408 -82%
VFA
803
Voya Financial Advisors
Connecticut
$2.82M +$137K +2,007 +5%
CIS
804
Capital International Sarl
California
$2.82M -$126K -1,848 -4%
WAM
805
Wolverine Asset Management
Illinois
$2.81M -$275K -4,034 -9%
QC
806
Quantessence Capital
New York
$2.81M +$2.73M +39,939 New
AC
807
Avestar Capital
New York
$2.8M +$123K +1,803 +5%
BRWA
808
B. Riley Wealth Advisors
Florida
$2.79M -$562K -8,233 -17%
UAS
809
United Asset Strategies
New York
$2.78M -$23.6K -345 -0.9%
PCA
810
Pallas Capital Advisors
Massachusetts
$2.78M -$53.4K -782 -2%
QCG
811
Quadrant Capital Group
Ohio
$2.77M +$17.7K +259 +0.7%
FG
812
Foster Group
Iowa
$2.77M -$255K -3,740 -9%
CICI
813
Capital Investment Counsel Inc
North Carolina
$2.76M -$602K -8,813 -18%
PTCG
814
Pring Turner Capital Group
California
$2.76M -$77.8K -1,139 -3%
SDWIA
815
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.74M -$120K -1,756 -4%
CCP
816
Cunning Capital Partners
North Carolina
$2.72M – – –
OC
817
Oarsman Capital
Wisconsin
$2.7M +$43.7K +640 +2%
TC
818
TwinBeech Capital
New York
$2.69M +$2.62M +38,333 New
SS
819
SBI Securities
Japan
$2.68M +$2.61M +38,199 New
PBT
820
Pictet Bank & Trust
Bahamas
$2.67M +$104K +1,525 +4%
HAG
821
HF Advisory Group
Maryland
$2.67M -$64.7K -947 -2%
SAM
822
Selway Asset Management
$2.66M +$437K +6,400 +20%
HCP
823
Holt Capital Partners
Texas
$2.65M -$3.28K -48 -0.1%
YC
824
Yarbrough Capital
Tennessee
$2.63M – – –
LCM
825
Legato Capital Management
California
$2.63M – – –
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