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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1076
Intrua Financial
Texas
$743K +$266K +6,619 +61%
CA
1077
Cumberland Advisors
Florida
$738K – – –
LD
1078
Lipe & Dalton
New York
$738K -$12.1K -300 -2%
CSPIA
1079
Cary Street Partners Investment Advisory
Virginia
$736K +$227K +5,647 +49%
AWA
1080
Arkadios Wealth Advisors
Georgia
$735K +$8.98K +223 +1%
PFSC
1081
Peoples Financial Services Corp
Pennsylvania
$734K -$53.9K -1,338 -7%
CC
1082
Chicago Capital
Illinois
$733K – – –
CWS
1083
Cypress Wealth Services
California
$732K +$89.3K +2,218 +16%
DWM
1084
Dakota Wealth Management
Florida
$728K +$4.03K +100 +0.6%
ESB
1085
Essex Savings Bank
Connecticut
$727K +$2.46K +61 +0.4%
MCM
1086
Mainstay Capital Management
Michigan
$725K +$22.1K +550 +3%
GAG
1087
GM Advisory Group
New York
$724K +$2.05K +51 +0.3%
HBT
1088
Heartland Bank & Trust
Illinois
$713K -$63.4K -1,574 -9%
BCM
1089
Boltwood Capital Management
California
$713K -$80.5K -2,000 -11%
CIA
1090
Cascade Investment Advisors
Oregon
$713K +$3.78K +94 +0.6%
PMA
1091
Prudent Man Advisors
Illinois
$711K -$3.42K -85 -0.5%
CCG
1092
Ceeto Capital Group
Florida
$704K – – –
LF
1093
Lantz Financial
Illinois
$703K +$36.5K +908 +6%
JWA
1094
JFS Wealth Advisors
Pennsylvania
$703K +$1.17K +29 +0.2%
KMWM
1095
Keudell/Morrison Wealth Management
Oregon
$701K -$15.1K -374 -2%
DWA
1096
Douglass Winthrop Advisors
New York
$700K – – –
SYBT
1097
Stock Yards Bank & Trust
Kentucky
$700K -$26.4K -657 -4%
GPA
1098
Garrison Point Advisors
California
$700K – – –
HCM
1099
Hutner Capital Management
Vermont
$699K – – –
PCP
1100
Proficio Capital Partners
Massachusetts
$698K -$15K -372 -2%
42 43
44
45 46