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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1051
Holderness Investments Company
North Carolina
$622K +$492 +18 +0.1%
MGWM
1052
Marks Group Wealth Management
Minnesota
$621K +$145K +5,316 +28%
FMC
1053
First Merchants Corp
Indiana
$619K -$1.12M -40,815 -63%
CNC
1054
Canandaigua National Corp
New York
$619K +$661K +24,170 New
CFG
1055
Citizens Financial Group
Rhode Island
$618K -$68.3K -2,496 -9%
TPWA
1056
TRUE Private Wealth Advisors
Oregon
$616K -$77.9K -2,849 -11%
SBIA
1057
Sheaff Brock Investment Advisors
Indiana
$614K -$75.4K -2,757 -10%
ODCM
1058
Old Dominion Capital Management
Virginia
$614K -$36.3K -1,325 -5%
AC
1059
Abbrea Capital
California
$612K -$480K -17,543 -42%
CIM
1060
Chapman Investment Management
California
$610K – – –
DI
1061
DFPG Investments
Utah
$610K +$683K +24,947 New
SWM
1062
Shakespeare Wealth Management
Wisconsin
$607K -$59.5K -2,175 -8%
GT
1063
Greenleaf Trust
Michigan
$607K +$434K +15,860 +202%
JCM
1064
Janney Capital Management
Pennsylvania
$605K +$99.1K +3,622 +18%
BO
1065
BRR OpCo
Ohio
$604K +$42.6K +1,556 +7%
NCM
1066
Neumann Capital Management
California
$602K – – –
PAWC
1067
P.A.W. Capital
Connecticut
$602K +$164K +6,000 +34%
TI
1068
tru Independence
Oregon
$599K +$96K +3,508 +18%
AGM
1069
Alpine Global Management
New York
$594K +$635K +23,208 New
CL
1070
Choreo LLC
Illinois
$593K -$20.2K -739 -3%
MMHP
1071
Murphy Middleton Hinkle & Parker
Georgia
$592K +$3.26K +119 +0.5%
PCM
1072
Parsons Capital Management
Rhode Island
$588K -$50.1K -1,831 -7%
FSA
1073
Franklin Street Advisors
North Carolina
$588K +$4.3K +157 +0.7%
ECG
1074
Edge Capital Group
Georgia
$587K -$16.4K -598 -3%
IIA
1075
IPG Investment Advisors
California
$587K +$407K +14,862 +184%
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