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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1126
Dynamic Advisor Solutions
Arizona
$705K +$40.5K +922 +5%
DWA
1127
Douglass Winthrop Advisors
New York
$703K +$4.7K +107 +0.6%
GC
1128
Gilbert & Cook
Iowa
$702K -$466K -10,609 -37%
PCP
1129
Proficio Capital Partners
Massachusetts
$698K -$13.5K -307 -2%
CIP
1130
Convergence Investment Partners
Florida
$693K -$9.39K -214 -1%
SFG
1131
Summit Financial Group
West Virginia
$691K -$6.58K -150 -0.8%
SB
1132
Simmons Bank
Arkansas
$689K -$106K -2,408 -12%
NCM
1133
Neumann Capital Management
California
$686K -$176K -4,000 -19%
VBFP
1134
Valtinson Bruner Financial Planning
Minnesota
$686K +$483 +11 +0.1%
WBG
1135
Wharton Business Group
Pennsylvania
$685K +$480K +10,945 +167%
NIC
1136
Northwest Investment Counselors
Oregon
$684K -$4.39K -100 -0.6%
LAS
1137
LWM Advisory Services
Florida
$683K +$10.4K +238 +1%
CCM
1138
Chiron Capital Management
Florida
$681K +$763K +17,377 New
CC
1139
Chicago Capital
Illinois
$673K – – –
MOS
1140
MGO One Seven
Ohio
$672K -$172K -3,925 -19%
RIA
1141
Richwood Investment Advisors
Ohio
$670K – – –
GIA
1142
Gladstone Institutional Advisory
Florida
$669K -$1.46M -33,307 -66%
AC
1143
Abbrea Capital
California
$669K +$2.72K +62 +0.4%
AFA
1144
Abacus FCF Advisors
Florida
$667K -$30.5K -696 -4%
LF
1145
Lantz Financial
Illinois
$667K +$527 +12 +0.1%
EFS
1146
Econ Financial Services
Pennsylvania
$665K +$118K +2,684 +19%
NWM
1147
Northwest Wealth Management
Iowa
$665K +$120K +2,742 +19%
GVAG
1148
Great Valley Advisor Group
Delaware
$662K -$273K -6,229 -27%
MCM
1149
Mainstay Capital Management
Michigan
$662K +$9.44K +215 +1%
NCM
1150
Narwhal Capital Management
Georgia
$659K -$485K -11,060 -40%
44 45
46
47 48