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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
1001
Founders Capital Management (Texas)
Texas
$2.6M +$2.65M +46,703 New
BWM
1002
BerganKDV Wealth Management
Minnesota
$2.6M -$19.9K -350 -0.7%
SSB
1003
Sandy Spring Bank
Maryland
$2.6M +$299K +5,262 +13%
IAA
1004
Independent Advisor Alliance
North Carolina
$2.6M +$187K +3,303 +8%
TYCC
1005
Texas Yale Capital Corp
Florida
$2.59M +$211K +3,720 +9%
JGC
1006
J. Goldman & Co
New York
$2.57M +$2.26M +39,887 +633%
CIP
1007
Capital Insight Partners
Arizona
$2.56M -$15.4K -271 -0.6%
SCM
1008
Southport Capital Management
Tennessee
$2.56M +$103K +1,819 +4%
NIC
1009
Northwest Investment Counselors
Oregon
$2.55M +$68.3K +1,203 +3%
CT
1010
Cambridge Trust
Massachusetts
$2.53M -$45.6K -804 -2%
WKWM
1011
Walter & Keenan Wealth Management
Indiana
$2.53M -$170K -2,996 -6%
CT
1012
Clearstead Trust
Maine
$2.52M +$31.9K +562 +1%
SCA
1013
Sippican Capital Advisors
Massachusetts
$2.52M -$110K -1,932 -4%
WA
1014
WFG Advisors
Texas
$2.52M +$121K +2,126 +5%
DLA
1015
Douglas Lane & Associates
New York
$2.51M +$20.8K +366 +0.8%
BOH
1016
Bank of Hawaii
Hawaii
$2.5M -$130K -2,288 -5%
CIP
1017
Convergence Investment Partners
Florida
$2.49M -$90.6K -1,596 -3%
HFM
1018
Hartford Financial Management
Connecticut
$2.49M – – –
MC
1019
MRJ Capital
New York
$2.48M – – –
SFM
1020
Signature Financial Management
Virginia
$2.48M +$57 +1 +0%
CAMG
1021
CWA Asset Management Group
Florida
$2.47M +$739K +13,025 +42%
SSW
1022
Smith Shellnut Wilson
Mississippi
$2.47M – – –
ACM
1023
Alpha Capital Management
Texas
$2.46M -$217K -3,823 -8%
NC
1024
Northpointe Capital
Michigan
$2.46M -$397 -7 -0%
DM
1025
Delphi Management
Massachusetts
$2.46M -$13.8K -243 -0.5%
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