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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
1101
First Bank & Trust
South Dakota
$748K -$20.1K -459 -2%
TIM
1102
Triad Investment Management
California
$746K – – –
PWP
1103
Pursue Wealth Partners
California
$744K – – –
AIC
1104
Argus Investors Counsel
New York
$743K +$44K +1,003 +6%
SS
1105
Simplicity Solutions
Minnesota
$740K +$230K +5,242 +38%
SAM
1106
Selway Asset Management
$736K +$825K +18,800 New
FWM
1107
Foresight Wealth Management
Utah
$735K – – –
YWP
1108
YorkBridge Wealth Partners
New York
$735K +$3.47K +79 +0.4%
PWLP
1109
Prio Wealth Limited Partnership
Massachusetts
$735K -$11K -250 -1%
SCM
1110
Stevens Capital Management
Pennsylvania
$734K -$1.93M -43,963 -70%
MCM
1111
Mengis Capital Management
Oregon
$734K -$193K -4,407 -19%
NCM
1112
Novare Capital Management
North Carolina
$730K +$38.4K +875 +5%
CBT
1113
CoreFirst Bank & Trust
Kansas
$729K -$130K -2,964 -14%
LGA
1114
Lebenthal Global Advisors
New York
$724K +$238K +5,433 +42%
PWP
1115
Principle Wealth Partners
Connecticut
$722K -$6.41K -146 -0.8%
WPC
1116
Wedmont Private Capital
Pennsylvania
$720K +$122K +2,770 +18%
AF
1117
Advisornet Financial
Minnesota
$719K -$105K -2,403 -12%
FB
1118
Fulton Bank
Pennsylvania
$715K -$49.2K -1,121 -6%
EFS
1119
Essex Financial Services
Connecticut
$709K -$33.7K -769 -4%
GIA
1120
GHP Investment Advisors
Colorado
$709K -$20.5K -467 -3%
ROTUOC
1121
Regents of the University of California
California
$709K – – –
KFSC
1122
Keystone Financial Services (Colorado)
Colorado
$709K +$12.8K +292 +2%
B
1123
Bailard
California
$708K +$411K +9,360 +107%
HBT
1124
Heartland Bank & Trust
Illinois
$706K +$24.4K +557 +3%
BOC
1125
Barbara Oil Co
Illinois
$705K – – –
43 44
45
46 47