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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1226
Kessler Investment Group
Indiana
$1.04M +$20.5K +398 +2%
DLG
1227
Daniel L. Goodwin
$1.04M -$386K -7,500 -27%
BCM
1228
Brookstone Capital Management
Illinois
$1.03M +$608K +11,813 +146%
VWM
1229
Vector Wealth Management
Minnesota
$1.03M +$113K +2,191 +12%
SCM
1230
Siphron Capital Management
California
$1.03M – – –
NSAM
1231
North Star Asset Management
Wisconsin
$1.02M – – –
WIS
1232
Wright Investors Service
Connecticut
$1.01M +$138K +2,685 +16%
WA
1233
WFG Advisors
Texas
$1.01M -$40.6K -789 -4%
WCM
1234
Wisconsin Capital Management
Wisconsin
$1.01M +$43.7K +850 +5%
BFC
1235
Blue Fin Capital
Rhode Island
$1M +$26.4K +513 +3%
RIL
1236
Rothschild Investment LLC
Illinois
$1M -$125K -2,431 -11%
SAM
1237
Shikiar Asset Management
New York
$995K -$1.45M -28,175 -60%
BHBT
1238
Burke & Herbert Bank & Trust
Virginia
$994K +$8.74K +170 +0.9%
MIAN
1239
Mariner Independent Advisor Network
Kansas
$981K -$217K -4,209 -18%
FCCM
1240
First City Capital Management
Georgia
$974K -$28.7K -558 -3%
LOCC
1241
Lombard Odier & Cie (Canada)
Quebec, Canada
$962K -$391K -7,600 -29%
CCM
1242
Compass Capital Management
Minnesota
$962K – – –
TFA
1243
Transamerica Financial Advisors
Florida
$954K -$35.4K -689 -4%
EWM
1244
Edge Wealth Management
New York
$946K -$514 -10 -0.1%
AIM
1245
Aspen Investment Management
Michigan
$942K -$617K -12,000 -40%
CL
1246
Choreo LLC
Illinois
$942K +$24K +466 +3%
ROTUOC
1247
Regents of the University of California
California
$939K – – –
LJAC
1248
L.J. Altfest & Co
New York
$938K +$18.1K +351 +2%
IAS
1249
IMA Advisory Services
Colorado
$934K +$44.2K +860 +5%
JWM
1250
Jacobus Wealth Management
Wisconsin
$933K – – –
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50
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