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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
951
Diversify Advisory Services
Utah
$2.27M +$19.5K +241 +0.9%
WBC
952
West Branch Capital
Massachusetts
$2.26M +$169K +2,086 +8%
SS
953
Sunbelt Securities
Texas
$2.26M +$288K +3,554 +15%
PFM
954
Potomac Fund Management
Florida
$2.26M -$97.9K -1,207 -4%
RWP
955
RWA Wealth Partners
Massachusetts
$2.25M +$118K +1,455 +6%
HDA
956
Harold Davidson & Associates
California
$2.25M +$766K +9,440 +54%
CCIA
957
Campbell & Co Investment Adviser
Maryland
$2.21M +$823K +10,144 +63%
LI
958
LRI Investments
Florida
$2.2M +$1.51M +18,628 +243%
CI
959
Conning Inc
Connecticut
$2.18M – – –
EHC
960
Everett Harris & Co
California
$2.18M +$4.87K +60 +0.2%
COI
961
Connable Office Inc
Michigan
$2.18M -$993K -12,251 -32%
SAM
962
Silvercrest Asset Management
New York
$2.18M +$15.8K +195 +0.8%
PBT
963
Pictet Bank & Trust
Bahamas
$2.17M – – –
APW
964
Aventura Private Wealth
Florida
$2.16M +$150K +1,849 +8%
YIA
965
YHB Investment Advisors
Connecticut
$2.15M -$336K -4,138 -14%
PGAM
966
Princeton Global Asset Management
New Jersey
$2.15M +$2.04M +25,169 +5,044%
PPWP
967
Premier Path Wealth Partners
New Jersey
$2.14M +$48.6K +599 +2%
CA
968
CWC Advisors
Oregon
$2.14M -$26.8K -330 -1%
WTC
969
WhitTier Trust Company
Nevada
$2.14M -$11.4K -141 -0.5%
FWA
970
FOCUS Wealth Advisors
Texas
$2.13M +$129K +1,589 +7%
NPT
971
National Philanthropic Trust
Pennsylvania
$2.13M +$103K +1,275 +5%
LFAS
972
Level Four Advisory Services
Texas
$2.13M +$404K +4,988 +24%
BDLIB
973
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.12M – – –
AM
974
AGF Management
Ontario, Canada
$2.12M +$1.21M +14,908 +144%
LAM
975
LOM Asset Management
$2.11M +$52.1K +642 +3%
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