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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AII
1226
AGF Investments Inc
Ontario, Canada
$757K +$836K +15,616 New
WPC
1227
Wedmont Private Capital
Pennsylvania
$756K +$197K +3,687 +31%
VWA
1228
Visionary Wealth Advisors
Illinois
$755K +$215K +4,023 +35%
CS
1229
Comerica Securities
Michigan
$754K +$438K +8,189 +111%
RE
1230
RBC Europe
United Kingdom
$753K -$22.5K -420 -3%
CFG
1231
Citizens Financial Group
Rhode Island
$750K -$13.6K -254 -2%
HAM
1232
HoldCo Asset Management
Florida
$748K -$138M -2,573,561 -99%
PCFFS
1233
Pacific Center for Financial Services
California
$748K -$31.6K -590 -4%
FSA
1234
Financial Sense Advisors
California
$748K +$826K +15,430 New
IWA
1235
IVC Wealth Advisors
Pennsylvania
$741K -$803 -15 -0.1%
AWM
1236
Alterna Wealth Management
Texas
$735K +$26.8K +500 +3%
EW
1237
Element Wealth
Mississippi
$734K -$33.5K -625 -4%
DI
1238
Diligent Investors
California
$732K +$268 +5 +0%
FFA
1239
First Foundation Advisors
California
$730K +$89.4K +1,670 +12%
NSIM
1240
North Star Investment Management
Illinois
$728K -$6.85K -128 -0.8%
RCM
1241
RB Capital Management
Nevada
$728K +$7.44K +139 +0.9%
CT
1242
Caldwell Trust
Florida
$725K +$143K +2,664 +22%
CL
1243
Choreo LLC
Illinois
$723K -$369K -6,895 -32%
IWP
1244
Icon Wealth Partners
Texas
$723K +$475K +8,882 +147%
JIP
1245
Jaffetilchin Investment Partners
Florida
$722K +$80.4K +1,503 +10%
KSWA
1246
Kathleen S. Wright Associates
Pennsylvania
$718K – – –
IAIM
1247
International Assets Investment Management
Florida
$717K +$42.1K +786 +6%
CL
1248
CSS LLC
Illinois
$714K -$1.61M -30,000 -67%
KFSC
1249
Keystone Financial Services (Colorado)
Colorado
$714K -$4.6K -86 -0.5%
CCWA
1250
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$714K +$789K +14,735 New
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50
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