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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1101
Mutual Advisors
Nebraska
$712K -$122K -2,818 -14%
ESB
1102
Essex Savings Bank
Connecticut
$709K +$13.8K +319 +2%
SAM
1103
Sompo Asset Management
Japan
$709K -$183K -4,230 -20%
GIP
1104
Greatmark Investment Partners
Georgia
$709K -$19.9K -460 -3%
LD
1105
Lipe & Dalton
New York
$707K – – –
AW
1106
Avion Wealth
Texas
$704K +$141K +3,258 +23%
CC
1107
Chicago Capital
Illinois
$702K – – –
CWM
1108
Circle Wealth Management
New Jersey
$699K -$728K -16,873 -50%
CS
1109
Comerica Securities
Michigan
$694K -$23.3K -540 -3%
HBT
1110
Heartland Bank & Trust
Illinois
$692K +$9.84K +228 +1%
AP
1111
Appleton Partners
Massachusetts
$692K -$96.4K -2,232 -12%
PCS
1112
Personal CFO Solutions
New Jersey
$684K +$45.9K +1,062 +7%
GPA
1113
Garrison Point Advisors
California
$683K +$14.5K +336 +2%
BCM
1114
Boltwood Capital Management
California
$682K – – –
CWP
1115
Concord Wealth Partners
Virginia
$681K +$128K +2,972 +22%
IF
1116
Intrua Financial
Texas
$680K -$33.1K -767 -4%
CIA
1117
Cascade Investment Advisors
Oregon
$678K -$4.06K -94 -0.6%
JWA
1118
JFS Wealth Advisors
Pennsylvania
$678K +$5.14K +119 +0.7%
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$675K -$29.1K -675 -4%
CCG
1120
Ceeto Capital Group
Florida
$674K – – –
CA
1121
Cullinan Associates
Kentucky
$672K -$1.01M -23,320 -59%
KMWM
1122
Keudell/Morrison Wealth Management
Oregon
$671K +$518 +12 +0.1%
DWA
1123
Douglass Winthrop Advisors
New York
$670K – – –
PA
1124
Perennial Advisors
New York
$670K -$131K -3,030 -16%
HCM
1125
Hutner Capital Management
Vermont
$670K +$43 +1 +0%
43 44
45
46 47