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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$1.04M -$156K -3,487 -13%
SRC
1002
Sage Rhino Capital
California
$1.04M +$52.1K +1,166 +5%
CAC
1003
Cowen and Company
New York
$1.04M -$141K -3,156 -12%
MFW
1004
Meristem Family Wealth
Minnesota
$1.03M -$598K -13,393 -37%
S
1005
SignatureFD
Georgia
$1.03M +$251K +5,615 +33%
VVP
1006
Venture Visionary Partners
Ohio
$1.03M +$520K +11,636 +105%
AF
1007
Advisornet Financial
Minnesota
$1.03M -$466K -10,442 -31%
CIP
1008
Convergence Investment Partners
Florida
$1.03M -$76.8K -1,719 -7%
GLLW
1009
Graves Light Lenhart Wealth
Virginia
$1.02M -$893 -20 -0.1%
WAM
1010
Wakefield Asset Management
Colorado
$1.02M +$13K +292 +1%
RPC
1011
Rossmore Private Capital
Connecticut
$1.02M -$173K -3,866 -15%
AP
1012
Appleton Partners
Massachusetts
$1.02M +$14.7K +330 +1%
RIA
1013
Realta Investment Advisors
Delaware
$1.02M -$6.43K -144 -0.6%
NEWAS
1014
N.E.W. Advisory Services
Wisconsin
$1.02M +$7.99K +179 +0.8%
AW
1015
Alaethes Wealth
Nevada
$1.01M – – –
CC
1016
Courier Capital
New York
$1.01M +$167K +3,743 +20%
TW
1017
TrinityPoint Wealth
Connecticut
$1.01M +$998K +22,346 New
CCM
1018
CAAS Capital Management
New York
$1.01M -$3.61M -80,917 -78%
CFGS
1019
Concourse Financial Group Securities
Alabama
$1.01M -$245K -5,479 -20%
FC
1020
Full18 Capital
Connecticut
$1.01M +$992K +22,205 New
CAN
1021
Claraphi Advisory Network
United States
$1M +$988K +22,117 New
DTC
1022
Davidson Trust Company
Washington
$997K -$229K -5,125 -19%
AI
1023
Accredited Investors
Minnesota
$996K -$49.9K -1,118 -5%
PFSC
1024
Peoples Financial Services Corp
Pennsylvania
$996K +$23.4K +525 +2%
TI
1025
Truehand Inc
New Hampshire
$986K – – –
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