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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1226
Professional Planning
California
$388K -$36.2K -1,399 -10%
CSPAM
1227
Cary Street Partners Asset Management
Virginia
$385K +$331K +12,768 New
VIA
1228
Vident Investment Advisory
Georgia
$384K +$10.6K +409 +3%
SFO
1229
Stokes Family Office
Louisiana
$382K -$33.8K -1,304 -9%
ER
1230
Enlightenment Research
Florida
$380K +$326K +12,600 New
RWM
1231
Ritholtz Wealth Management
New York
$379K +$9.22K +356 +3%
DBIA
1232
Dumont & Blake Investment Advisors
New Jersey
$377K -$12.4K -479 -4%
MVP
1233
Miller Value Partners
Florida
$377K +$66K +2,550 +26%
JIC
1234
Johnson Investment Counsel
Ohio
$376K -$10.7K -412 -3%
SWA
1235
Stratos Wealth Advisors
Ohio
$375K – – –
PWM
1236
Purus Wealth Management
California
$375K +$322K +12,434 New
BCM
1237
BTR Capital Management
California
$373K +$48K +1,855 +18%
OAM
1238
Optimal Asset Management
California
$372K -$311K -12,027 -49%
RIM
1239
Reliant Investment Management
Tennessee
$370K -$293K -11,300 -48%
BFO
1240
Biltmore Family Office
North Carolina
$368K -$16.1K -622 -5%
SIM
1241
Sonora Investment Management
Arizona
$367K -$33.6K -1,299 -10%
CWP
1242
Capital Wealth Planning
Florida
$365K +$11.1K +430 +4%
CFG
1243
Citizens Financial Group
Rhode Island
$364K -$177K -6,843 -36%
AMIM
1244
Aull & Monroe Investment Management
Alabama
$364K -$6.19K -239 -2%
CA
1245
Cambridge Advisors
Nebraska
$364K -$2.56K -99 -0.8%
PWA
1246
Providence Wealth Advisors
Illinois
$362K +$44.5K +1,720 +16%
DLA
1247
Douglas Lane & Associates
New York
$361K -$41.1K -1,587 -12%
SFA
1248
Sequoia Financial Advisors
Ohio
$360K +$24.9K +962 +9%
GWS
1249
Glassman Wealth Services
Virginia
$359K +$10.8K +417 +4%
IB
1250
Intrust Bank
Kansas
$357K -$68.1K -2,630 -18%
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50
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