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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1051
Glynn Capital Management
California
$578K – – –
FWM
1052
Foresight Wealth Management
Utah
$575K -$146K -5,646 -23%
GCP
1053
GSA Capital Partners
United Kingdom
$574K -$231K -8,927 -32%
EAM
1054
Evanson Asset Management
California
$574K +$29.6K +1,142 +6%
CIAS
1055
Capital Investment Advisory Services
North Carolina
$572K +$53.2K +2,055 +12%
WANY
1056
Wealthspire Advisors (New York)
New York
$572K +$85.9K +3,319 +21%
PCFFS
1057
Pacific Center for Financial Services
California
$566K -$466 -18 -0.1%
CC
1058
Courier Capital
New York
$564K -$18.1K -698 -4%
MA
1059
Mutual Advisors
Nebraska
$561K -$121K -4,678 -20%
CGL
1060
Clarius Group LLC
Washington
$556K +$63.6K +2,457 +15%
ACI
1061
Alpha Cubed Investments
California
$555K -$34.3K -1,325 -7%
BWAM
1062
Boyd Watterson Asset Management
Ohio
$552K -$21.1K -815 -4%
FBT
1063
First Bank & Trust
South Dakota
$551K -$34.9K -1,347 -7%
ROTUOC
1064
Regents of the University of California
California
$546K – – –
RG
1065
Rathbones Group
United Kingdom
$545K -$25.2K -975 -5%
PI
1066
Putnam Investments
Massachusetts
$544K -$190K -7,323 -29%
CC
1067
Chicago Capital
Illinois
$544K -$16.6K -640 -3%
SW
1068
SteelPeak Wealth
California
$543K -$645K -24,906 -58%
QPWM
1069
Quadrant Private Wealth Management
Pennsylvania
$542K -$5.72K -221 -1%
XF
1070
XML Financial
Maryland
$540K +$6.78K +262 +1%
CT
1071
Cambridge Trust
Massachusetts
$539K -$51.8K -2,000 -10%
PWPS
1072
Pinnacle Wealth Planning Services
Ohio
$536K -$25.2K -974 -5%
KMWM
1073
Keudell/Morrison Wealth Management
Oregon
$534K +$14K +541 +3%
ADL
1074
Asset Dedication LLC
California
$531K -$68.6K -2,649 -13%
IAMOG
1075
Investors Asset Management of Georgia
Georgia
$530K -$77.5K -2,993 -15%
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