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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1151
HBK Sorce Advisory
Pennsylvania
$837K +$37.2K +871 +4%
SYBT
1152
Stock Yards Bank & Trust
Kentucky
$831K +$2.65K +62 +0.3%
AMIM
1153
Aull & Monroe Investment Management
Alabama
$831K -$11.9K -278 -1%
ICAS
1154
Investors Capital Advisory Services
Massachusetts
$828K +$30.6K +716 +4%
CFS
1155
Community Financial System
New York
$823K -$44.4K -1,040 -5%
CCM
1156
Cullen Capital Management
New York
$820K +$27.7K +650 +3%
SCM
1157
Southport Capital Management
Tennessee
$820K +$336K +7,873 +66%
HHGA
1158
Halbert Hargrove Global Advisors
California
$816K -$47.5K -1,112 -5%
BRWA
1159
B. Riley Wealth Advisors
Florida
$805K -$17.3K -406 -2%
SFSG
1160
Stearns Financial Services Group
North Carolina
$799K +$38K +891 +5%
WA
1161
WealthTrust Axiom
Pennsylvania
$798K – – –
OA
1162
Oxbow Advisors
Texas
$797K -$16.7K -392 -2%
PGIM
1163
Pacific Global Investment Management
California
$795K -$1.24K -29 -0.2%
BA
1164
Birinyi Associates
Connecticut
$795K – – –
NL
1165
NWAM LLC
Washington
$790K -$982 -23 -0.1%
TGA
1166
Trilogy Global Advisors
Florida
$788K -$55.5K -1,300 -6%
PWAP
1167
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$787K +$52.9K +1,240 +7%
IB
1168
Intrust Bank
Kansas
$784K -$85.4K -2,000 -10%
MJP
1169
Michael J. Puzo
$784K -$42.7K -1,000 -5%
JIP
1170
Jaffetilchin Investment Partners
Florida
$784K +$809K +18,963 New
BAC
1171
Boys Arnold & Co
North Carolina
$783K +$54.3K +1,273 +7%
BPGAM
1172
BTG Pactual Global Asset Management
Bermuda
$779K +$805K +18,850 New
BHBT
1173
Burke & Herbert Bank & Trust
Virginia
$775K -$25.6K -600 -3%
WCM
1174
Wisconsin Capital Management
Wisconsin
$760K – – –
PIM
1175
Penobscot Investment Management
Massachusetts
$750K +$125K +2,940 +19%
45 46
47
48 49