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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1126
Barbara Oil Co
Illinois
$743K – – –
IVP
1127
Intrinsic Value Partners
Arizona
$743K -$501K -11,311 -39%
CWM
1128
Congress Wealth Management
Massachusetts
$741K +$794K +17,940 New
DMBA
1129
Deseret Mutual Benefit Administrators
Utah
$740K -$681K -15,384 -46%
DAS
1130
Dynamic Advisor Solutions
Arizona
$739K +$974 +22 +0.1%
KFSC
1131
Keystone Financial Services (Colorado)
Colorado
$738K +$266 +6 +0%
SFG
1132
Summit Financial Group
West Virginia
$738K +$11.1K +250 +1%
VIA
1133
Vident Investment Advisory
Georgia
$737K +$136K +3,063 +21%
WBG
1134
Wharton Business Group
Pennsylvania
$735K +$4.65K +105 +0.6%
CA
1135
Cumberland Advisors
Florida
$735K -$57.5K -1,300 -7%
DTC
1136
Davidson Trust Company
Washington
$730K -$102K -2,304 -12%
CW
1137
CIC Wealth
Maryland
$730K +$783K +17,680 New
EFS
1138
Essex Financial Services
Connecticut
$729K -$18.9K -428 -2%
PCIA
1139
Prime Capital Investment Advisors
Kansas
$727K +$494K +11,154 +173%
LD
1140
Lipe & Dalton
New York
$727K +$37.6K +850 +5%
BCM
1141
Boltwood Capital Management
California
$727K -$35.4K -800 -4%
PCA
1142
Personal Capital Advisors
California
$725K -$243K -5,497 -24%
BWP
1143
Baldwin Wealth Partners
Massachusetts
$724K +$137K +3,100 +21%
APC
1144
Aspire Private Capital
North Carolina
$722K +$76.5K +1,729 +11%
NSIM
1145
North Star Investment Management
Illinois
$721K +$110K +2,486 +17%
GFP
1146
Gryphon Financial Partners
Ohio
$717K +$42K +950 +6%
PCP
1147
Proficio Capital Partners
Massachusetts
$717K -$83.3K -1,883 -10%
CW
1148
CreativeOne Wealth
Kansas
$716K -$11.6K -262 -1%
CL
1149
Choreo LLC
Illinois
$712K +$316K +7,146 +72%
TBA
1150
Tower Bridge Advisors
Pennsylvania
$711K +$38.7K +875 +5%
44 45
46
47 48