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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1151
Gilpin Wealth Management
Colorado
$1.47M -$18.2K -227 -1%
PWPS
1152
Pinnacle Wealth Planning Services
Ohio
$1.47M -$5.3K -66 -0.4%
WAP
1153
Wealthcare Advisory Partners
Pennsylvania
$1.47M -$48.9K -608 -3%
VBFP
1154
Valtinson Bruner Financial Planning
Minnesota
$1.47M -$4.9K -61 -0.3%
WBG
1155
Wharton Business Group
Pennsylvania
$1.46M – – –
EM
1156
Excalibur Management
Massachusetts
$1.46M -$12.5K -155 -0.9%
CHAM
1157
Clear Harbor Asset Management
Connecticut
$1.45M -$1.04M -12,909 -42%
LAM
1158
L2 Asset Management
Massachusetts
$1.44M +$42.2K +525 +3%
CFA
1159
Cahill Financial Advisors
Minnesota
$1.44M +$1.45K +18 +0.1%
CFM
1160
Compass Financial Management
Florida
$1.44M +$1.37M +17,089 New
RAG
1161
RIA Advisory Group
Iowa
$1.43M -$1.37K -17 -0.1%
SIA
1162
SeaBridge Investment Advisors
New Jersey
$1.43M – – –
DBFM
1163
Dickmeyer Boyce Financial Management
Indiana
$1.43M +$166K +2,068 +14%
FA
1164
Fiduciary Alliance
South Carolina
$1.43M -$31.6K -393 -2%
AIM
1165
Anchor Investment Management
South Carolina
$1.42M +$258K +3,216 +23%
BWM
1166
Bernicke Wealth Management
Wisconsin
$1.42M -$52.4K -652 -4%
NHC
1167
Nicholas Hoffman & Company
Georgia
$1.42M -$15.5K -193 -1%
LFG
1168
Larson Financial Group
Missouri
$1.42M +$21.2K +264 +2%
KCM
1169
Kathmere Capital Management
Pennsylvania
$1.42M -$379K -4,714 -22%
BCM
1170
Boltwood Capital Management
California
$1.42M -$2.01K -25 -0.1%
GPA
1171
Garrison Point Advisors
California
$1.42M – – –
VNIM
1172
Vaughan Nelson Investment Management
Texas
$1.41M – – –
HT
1173
Heritage Trust
Oklahoma
$1.4M -$91.5K -1,139 -6%
GAM
1174
Generali Asset Management
Italy
$1.4M -$2.95M -36,674 -68%
IQI
1175
Integrated Quantitative Investments
Washington
$1.4M -$736K -9,162 -35%
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