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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
1276
Beach Investment Counsel
Pennsylvania
$635K – – –
MWM
1277
Madison Wealth Management
Ohio
$634K -$7.53K -153 -1%
SAMC
1278
Spectrum Asset Management (California)
California
$631K -$53.3K -1,083 -8%
CNC
1279
Canandaigua National Corp
New York
$630K -$46.1K -937 -7%
QPWM
1280
Quadrant Private Wealth Management
Pennsylvania
$630K +$5.32K +108 +0.8%
CT
1281
Chicago Trust
Illinois
$628K +$97.4K +1,979 +18%
AA
1282
ALPS Advisors
Colorado
$627K -$69.9M -1,419,491 -99%
WDL
1283
Well Done LLC
Michigan
$627K -$21.1K -429 -3%
GS
1284
Gagnon Securities
New York
$626K – – –
FSA
1285
Fort Sheridan Advisors
Illinois
$624K +$4.92K +100 +0.8%
BFPW
1286
BOK Financial Private Wealth
Colorado
$623K +$88.6K +1,800 +16%
AP
1287
Americana Partners
Texas
$621K +$28.2K +573 +5%
LA
1288
Lakeside Advisors
Washington
$619K +$635K +12,908 New
OPCM
1289
Osborne Partners Capital Management
California
$617K +$22.6K +460 +4%
MAA
1290
Mraz Amerine & Associates
California
$614K -$83.7K -1,700 -12%
FHA
1291
Flagship Harbor Advisors
Massachusetts
$613K +$278K +5,637 +79%
WC
1292
Weil Company
California
$612K +$985 +20 +0.2%
IFG
1293
Investors Financial Group
Minnesota
$611K +$246 +5 +0%
PCM
1294
Penserra Capital Management
California
$609K +$29.9K +607 +6%
CSIA
1295
Conrad Siegel Investment Advisors
Pennsylvania
$608K +$645K +13,103 New
CWM
1296
Cornerstone Wealth Management
Missouri
$604K +$68.6K +1,394 +12%
EWA
1297
EverSource Wealth Advisors
Alabama
$604K +$620K +12,586 New
PWM
1298
Purus Wealth Management
California
$602K +$98 +2 +0%
PIA
1299
Perennial Investment Advisors
California
$597K +$251K +5,106 +70%
WG
1300
Welch Group
Alabama
$595K +$98 +2 +0%
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