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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1226
Optas LLC
Texas
$583K -$13.1K -284 -2%
MCM
1227
MV Capital Management
Maryland
$583K +$554K +11,964 +1,987%
PWM
1228
Purus Wealth Management
California
$582K +$2.55K +55 +0.4%
DAS
1229
Dynamic Advisor Solutions
Arizona
$576K -$25.2K -544 -4%
DLA
1230
Douglas Lane & Associates
New York
$576K +$14.8K +319 +3%
WG
1231
Welch Group
Alabama
$576K +$295K +6,374 +106%
AFS
1232
Axiom Financial Strategies
Indiana
$575K -$19.1K -412 -3%
OPCM
1233
Osborne Partners Capital Management
California
$575K -$15K -325 -3%
LWM
1234
Liberty Wealth Management
California
$575K +$1.67K +36 +0.3%
BCM
1235
Bayesian Capital Management
New York
$575K +$574K +12,400 New
PRC
1236
Pearl River Capital
Michigan
$575K +$574K +12,400 New
HH
1237
Hilltop Holdings
Texas
$574K -$36.1K -780 -6%
AP
1238
Americana Partners
Texas
$574K +$206K +4,450 +56%
HCP
1239
Hexagon Capital Partners
Arkansas
$572K +$2.5K +54 +0.4%
CT
1240
Caldwell Trust
Florida
$571K +$111K +2,398 +24%
GSC
1241
G&S Capital
Colorado
$570K – – –
CCM
1242
CAAS Capital Management
New York
$569K -$466K -10,068 -45%
DBIA
1243
Dumont & Blake Investment Advisors
New Jersey
$565K -$2.22K -48 -0.4%
DCM
1244
Donaldson Capital Management
Indiana
$564K +$90.3K +1,950 +19%
MAM
1245
McCarthy Asset Management
California
$563K -$35.1K -758 -6%
LK
1246
Lumbard & Kellner
New Hampshire
$563K -$16.2K -349 -3%
CA
1247
Cambridge Advisors
Nebraska
$560K +$46 +1 +0%
HI
1248
Hudock Inc
Pennsylvania
$560K +$44.4K +960 +9%
SAM
1249
Summit Asset Management
Tennessee
$557K +$13.4K +289 +2%
WA
1250
Wealth Alliance
New York
$556K +$62.9K +1,359 +13%
48 49
50
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