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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1301
Jacobsen Capital Management
Utah
$660K +$653K +13,962 New
BSPF
1302
British Steel Pension Fund
United Kingdom
$659K -$712K -15,232 -52%
SVWAG
1303
Sound View Wealth Advisors Group
Georgia
$659K +$652K +13,934 New
AMIM
1304
Aull & Monroe Investment Management
Alabama
$656K -$9.35K -200 -1%
BFO
1305
Biltmore Family Office
North Carolina
$653K -$71.4K -1,526 -10%
AWM
1306
Aries Wealth Management
Maine
$653K – – –
TAIM
1307
TD Ameritrade Investment Management
Nebraska
$653K +$178K +3,807 +38%
NIA
1308
Northstar Investment Advisors
Colorado
$652K -$28.1K -600 -4%
ADL
1309
Asset Dedication LLC
California
$651K +$41.1K +878 +7%
SFG
1310
Summit Financial Group
West Virginia
$649K -$104K -2,230 -14%
ADBIC
1311
A.D. Beadell Investment Counsel
Wisconsin
$645K -$347K -7,425 -35%
TMAM
1312
Tokio Marine Asset Management
Japan
$644K +$43K +919 +7%
PNAA
1313
Pictet North America Advisors
Switzerland
$639K -$107K -2,281 -14%
CA
1314
CapWealth Advisors
Tennessee
$639K – – –
ISL
1315
Ingalls & Snyder LLC
New York
$638K -$4.19M -89,499 -87%
AMCA
1316
Arthur M. Cohen & Associates
Illinois
$635K -$879K -18,786 -58%
ONST
1317
Old North State Trust
North Carolina
$633K -$394K -8,424 -39%
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$632K +$59.2K +1,265 +10%
DP
1319
Denver PWM
Colorado
$630K -$70.1K -1,500 -10%
TFO
1320
Tarbox Family Office
California
$630K +$889 +19 +0.1%
IHL
1321
Investment House LLC
California
$628K +$277K +5,924 +81%
EM
1322
ELCO Management
New York
$626K -$49.1K -1,051 -7%
1IA
1323
1834 Investment Advisors
Wisconsin
$625K -$75.3K -1,611 -11%
BEAM
1324
Baker Ellis Asset Management
Washington
$623K -$25.7K -550 -4%
CFG
1325
Cooper Financial Group
California
$623K +$26.9K +576 +5%
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