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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1276
Parkside Financial Bank & Trust
Missouri
$666K -$4.41K -78 -0.7%
KMWM
1277
Keudell/Morrison Wealth Management
Oregon
$662K -$6.17K -109 -0.9%
NRI
1278
NFP Retirement Inc
California
$661K -$187K -3,300 -22%
SC
1279
Sepio Capital
Utah
$660K -$30.5K -540 -4%
SQA
1280
Simon Quick Advisors
New Jersey
$657K +$95.7K +1,693 +17%
CCWM
1281
Correct Capital Wealth Management
Missouri
$656K – – –
MSFS
1282
Main Street Financial Solutions
Pennsylvania
$654K +$125K +2,217 +24%
AIA
1283
AIMZ Investment Advisors
California
$653K +$18.1K +320 +3%
IIA
1284
IPG Investment Advisors
California
$652K – – –
CIC
1285
Chilton Investment Company
Connecticut
$648K – – –
MBTD
1286
Mechanics Bank - Trust Department
California
$648K -$4.24K -75 -0.7%
CAC
1287
Core Alternative Capital
Georgia
$644K – – –
CFGS
1288
Concourse Financial Group Securities
Alabama
$644K -$45.3K -801 -7%
PTP
1289
Platform Technology Partners
New York
$644K +$113 +2 +0%
HWA
1290
HCR Wealth Advisors
California
$644K – – –
DLA
1291
Douglas Lane & Associates
New York
$643K -$10.4K -184 -2%
RWA
1292
River Wealth Advisors
Pennsylvania
$642K +$9.28K +164 +1%
TFO
1293
Tarbox Family Office
California
$642K -$1.92K -34 -0.3%
IF
1294
Intrua Financial
Texas
$641K -$320K -5,651 -33%
FFM
1295
Flagstone Financial Management
Nebraska
$640K -$4.13K -73 -0.6%
VCAM
1296
Van Cleef Asset Management
Ohio
$639K +$57 +1 +0%
CA
1297
Cumberland Advisors
Florida
$638K – – –
HWAM
1298
Hennion & Walsh Asset Management
New Jersey
$637K +$638K +11,278 New
JWA
1299
JFS Wealth Advisors
Pennsylvania
$636K -$187K -3,306 -23%
HAM
1300
Harmony Asset Management
Arizona
$635K +$636K +11,247 New
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