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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1201
Waratah Capital Advisors
Ontario, Canada
$935K +$497K +11,500 +126%
NBC
1202
Neuberger Berman Canada
Ontario, Canada
$924K +$418K +9,690 +91%
CIC
1203
Carnegie Investment Counsel
Ohio
$920K -$2.38K -55 -0.3%
LCP
1204
Legacy Capital Partners
Wisconsin
$910K +$90.7K +2,100 +12%
CFS
1205
Community Financial System
New York
$905K – – –
WA
1206
WealthTrust Axiom
Pennsylvania
$903K +$25.2K +584 +3%
CCM
1207
Cullen Capital Management
New York
$899K -$2.16K -50 -0.3%
SFSG
1208
Stearns Financial Services Group
North Carolina
$897K +$18.7K +432 +2%
HCM
1209
Hollencrest Capital Management
California
$887K +$843K +19,526 New
BRWA
1210
B. Riley Wealth Advisors
Florida
$885K – – –
FCCM
1211
First City Capital Management
Georgia
$877K -$51.8K -1,200 -6%
OA
1212
Oxbow Advisors
Texas
$877K +$302 +7 +0%
BA
1213
Birinyi Associates
Connecticut
$874K – – –
IB
1214
Intrust Bank
Kansas
$855K -$6.65K -154 -0.8%
BHBT
1215
Burke & Herbert Bank & Trust
Virginia
$854K +$1.77K +41 +0.2%
BAC
1216
Boys Arnold & Co
North Carolina
$845K -$14.6K -339 -2%
MGIA
1217
Moneta Group Investment Advisors
Missouri
$835K +$50.8K +1,177 +7%
PVWM
1218
Point View Wealth Management
New Jersey
$835K +$795K +18,397 New
EWM
1219
Edge Wealth Management
New York
$832K +$259K +6,000 +49%
WCM
1220
Wisconsin Capital Management
Wisconsin
$817K -$17.3K -400 -2%
MJP
1221
Michael J. Puzo
$816K -$43.2K -1,000 -5%
JWM
1222
Jacobus Wealth Management
Wisconsin
$816K +$138K +3,193 +22%
BFC
1223
Blue Fin Capital
Rhode Island
$816K +$776K +17,979 New
FFSOTS
1224
Fiduciary Financial Services of The Southwest
Texas
$812K – – –
WSTAM
1225
Wilbanks Smith & Thomas Asset Management
Virginia
$810K +$7.43K +172 +1%
47 48
49
50 51