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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1126
Wealthspire Advisors (New York)
New York
$368K -$159K -6,465 -29%
CT
1127
Caldwell Trust
Florida
$367K -$278K -11,262 -42%
MRCM
1128
M&R Capital Management
New Jersey
$366K -$104K -4,224 -21%
DAS
1129
Dynamic Advisor Solutions
Arizona
$365K +$91.5K +3,713 +31%
GJIC
1130
Gamble Jones Investment Counsel
California
$364K -$59.4K -2,411 -13%
NIM
1131
Northeast Investment Management
Massachusetts
$364K +$150K +6,105 +65%
BC
1132
Burney Company
Virginia
$363K -$75.9K -3,080 -17%
NPA
1133
Nichols & Pratt Advisers
Massachusetts
$363K -$19.7K -800 -5%
VFM
1134
Vivid Financial Management
California
$363K +$25 +1 +0%
SAM
1135
Summit Asset Management
Tennessee
$360K +$46.6K +1,892 +14%
IFG
1136
Investors Financial Group
Minnesota
$358K -$130K -5,263 -26%
HWA
1137
HCR Wealth Advisors
California
$357K -$24.6K -1,000 -6%
NERM
1138
New England Research & Management
Illinois
$356K -$38.2K -1,550 -9%
S
1139
SignatureFD
Georgia
$354K -$175K -7,119 -32%
RI
1140
Ridgewood Investments
New Jersey
$354K -$44.1K -1,788 -11%
KFC
1141
Klingenstein Fields & Co
New York
$353K -$104K -4,200 -22%
VDI
1142
Vaughan David Investments
Illinois
$353K -$14.8K -600 -4%
AIA
1143
AIMZ Investment Advisors
California
$351K – – –
SCM
1144
Southport Capital Management
Tennessee
$349K +$79.7K +3,233 +28%
PFS
1145
Prospera Financial Services
Texas
$348K -$4.27M -173,074 -92%
JFA
1146
JNBA Financial Advisors
Minnesota
$347K +$7.39K +300 +2%
CPO
1147
Cerity Partners OCIO
New York
$346K -$1.61M -65,369 -82%
LD
1148
Lipe & Dalton
New York
$345K – – –
MFG
1149
Menard Financial Group
Texas
$344K -$88.9K -3,607 -20%
KPW
1150
Kore Private Wealth
New York
$344K +$271 +11 +0.1%
44 45
46
47 48