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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1176
Legacy Bridge
Iowa
$909K – – –
GCM
1177
Glynn Capital Management
California
$907K – – –
ECM
1178
ExodusPoint Capital Management
New York
$899K -$1.04M -22,281 -54%
IA
1179
Icon Advisers
Colorado
$899K -$192K -4,100 -18%
CCM
1180
Coldstream Capital Management
Washington
$899K -$120K -2,560 -12%
MFG
1181
MidWestOne Financial Group
Iowa
$892K +$882K +18,850 New
SFA
1182
Sequoia Financial Advisors
Ohio
$891K +$66.6K +1,425 +8%
GPA
1183
Garrison Point Advisors
California
$890K -$9.35K -200 -1%
CB
1184
CNB Bank
Pennsylvania
$883K -$139K -2,968 -14%
WWM
1185
Western Wealth Management
Colorado
$881K -$14.9K -318 -2%
ZB
1186
Zions Bancorporation
Utah
$880K -$46.5K -994 -5%
HSA
1187
HBK Sorce Advisory
Pennsylvania
$878K -$72.7K -1,555 -8%
HI
1188
Hudock Inc
Pennsylvania
$877K -$52.5K -1,122 -6%
ZIC
1189
ZWJ Investment Counsel
Georgia
$874K -$98.5K -2,107 -10%
SNT
1190
Security National Trust
West Virginia
$874K -$85.3K -1,825 -9%
FWM
1191
Foresight Wealth Management
Utah
$874K +$632K +13,511 +273%
PWM
1192
Perigon Wealth Management
California
$873K – – –
AIIMS
1193
Analyst IMS Investment Management Services
Israel
$868K +$49.1K +1,050 +6%
QCG
1194
Quadrant Capital Group
Ohio
$867K -$410K -8,769 -32%
PL
1195
Plancorp LLC
Missouri
$867K +$400K +8,554 +89%
PCG
1196
Private Capital Group
Connecticut
$862K -$106K -2,268 -13%
BC
1197
Burney Company
Virginia
$860K +$22K +471 +3%
RIA
1198
Realta Investment Advisors
Delaware
$858K +$28.1K +600 +3%
ROTUOC
1199
Regents of the University of California
California
$857K -$847K -18,106 -50%
KWA
1200
KCS Wealth Advisory
California
$853K +$103K +2,198 +14%
46 47
48
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