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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1301
Columbia Asset Management
Michigan
$317K -$23.3K -900 -8%
CCFM
1302
Clear Creek Financial Management
Washington
$317K +$272K +10,519 New
CBA
1303
Coastal Bridge Advisors
Connecticut
$314K -$12.2K -473 -4%
CCWA
1304
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$314K +$270K +10,418 New
IHL
1305
Investment House LLC
California
$313K +$268K +10,356 New
JWBC
1306
John W. Brooker & Co
California
$313K +$268K +10,356 New
AIM
1307
Acropolis Investment Management
Missouri
$312K -$93K -3,593 -26%
KFGK
1308
Keystone Financial Group (Kentucky)
Kentucky
$312K +$647 +25 +0.2%
SMG
1309
Spectrum Management Group
Indiana
$311K -$66.5K -2,569 -20%
IA
1310
IFG Advisory
Georgia
$311K -$48.7K -1,882 -15%
LCAM
1311
London & Capital Asset Management
United Kingdom
$311K -$2.04K -79 -0.8%
HFG
1312
Heron Financial Group
New York
$310K +$240K +9,283 New
TYCC
1313
Texas Yale Capital Corp
Florida
$309K -$89.3K -3,450 -25%
ITIM
1314
Indiana Trust & Investment Management
Indiana
$309K -$64.4K -2,488 -20%
BIC
1315
Beach Investment Counsel
Pennsylvania
$309K -$57K -2,200 -18%
SC
1316
Steph & Co
Wisconsin
$309K – – –
YWP
1317
YorkBridge Wealth Partners
New York
$308K -$33.9K -1,309 -11%
PAIM
1318
Punch & Associates Investment Management
Minnesota
$307K – – –
FAM
1319
Formidable Asset Management
Ohio
$306K -$32.4K -1,250 -11%
CFO
1320
Colony Family Offices
North Carolina
$306K +$263K +10,150 New
QT
1321
Quantamental Technologies
New York
$304K -$1.98M -76,296 -88%
GLA
1322
Good Life Advisors
Pennsylvania
$304K +$2.04K +79 +0.8%
BAAM
1323
Baker Avenue Asset Management
California
$304K +$261K +10,090 New
AC
1324
Abbrea Capital
California
$303K -$157K -6,049 -38%
ONST
1325
Old North State Trust
North Carolina
$303K -$54.6K -2,109 -17%
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