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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1051
Bristlecone Advisors
Washington
$749K -$23.7K -544 -3%
FNT
1052
First National Trust
Pennsylvania
$748K -$29.2K -670 -3%
HA
1053
Harbor Advisors
Florida
$748K – – –
ASBI
1054
American State Bank (Iowa)
Iowa
$745K -$47.5K -1,090 -5%
MA
1055
Mutual Advisors
Nebraska
$742K -$290K -6,654 -25%
PCIA
1056
Prime Capital Investment Advisors
Kansas
$741K +$96.9K +2,224 +13%
DG
1057
DMC Group
Alabama
$741K +$177K +4,056 +26%
CCWA
1058
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$741K +$864K +19,824 New
CIAS
1059
Capital Investment Advisory Services
North Carolina
$739K -$62.7K -1,439 -7%
SL
1060
Sentry LLC
Tennessee
$736K +$858K +19,684 New
IFU
1061
iSAM Funds (UK)
United Kingdom
$735K +$857K +19,669 New
LI
1062
Lafayette Investments
Maryland
$734K -$34.9K -800 -4%
LSAG
1063
Lake Street Advisors Group
New Hampshire
$734K -$64.5K -1,480 -7%
AP
1064
Adero Partners
California
$732K -$5.36K -123 -0.6%
CAM
1065
Chou Associates Management
Ontario, Canada
$730K – – –
MSR
1066
Main Street Research
Connecticut
$725K -$305K -6,997 -27%
IWM
1067
IHT Wealth Management
Illinois
$720K +$131K +3,005 +18%
MMPW
1068
Mitchell McLeod Pugh & Williams
Alabama
$720K -$2.88K -66 -0.3%
AAS
1069
Ameritas Advisory Services
Nebraska
$719K -$43.7K -1,002 -5%
GCM
1070
Glynn Capital Management
California
$716K – – –
1SB
1071
1ST Source Bank
Indiana
$716K -$385K -8,829 -32%
TFS
1072
Thoroughbred Financial Services
Tennessee
$714K +$170K +3,894 +26%
VIM
1073
VELA Investment Management
Ohio
$714K +$195K +4,467 +31%
TIM
1074
Triad Investment Management
California
$712K – – –
GSWM
1075
Greenup Street Wealth Management
Michigan
$711K +$11.2K +258 +1%
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