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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1301
Valtinson Bruner Financial Planning
Minnesota
$641K +$157 +3 +0%
CC
1302
Chicago Capital
Illinois
$636K -$324K -6,200 -36%
CCM
1303
Cohen Capital Management
California
$634K +$140K +2,672 +32%
SCM
1304
Sterneck Capital Management
Missouri
$630K -$979K -18,720 -63%
WIC
1305
Woodmont Investment Counsel
Tennessee
$627K -$24.1K -460 -4%
RCM
1306
Radnor Capital Management
Pennsylvania
$627K – – –
AHL
1307
Abel Hall LLC
Louisiana
$626K +$17.1K +326 +3%
DBIA
1308
Dumont & Blake Investment Advisors
New Jersey
$625K +$105 +2 +0%
AWM
1309
Aviso Wealth Management
Washington
$624K -$9.47K -181 -2%
MBTD
1310
Mechanics Bank - Trust Department
California
$622K – – –
QPWM
1311
Quadrant Private Wealth Management
Pennsylvania
$621K -$179K -3,415 -24%
MBT
1312
Montecito Bank & Trust
California
$620K -$103K -1,962 -15%
SCM
1313
Sebold Capital Management
Illinois
$618K -$45.3K -866 -8%
HTI
1314
Hikari Tsushin Inc
Japan
$616K – – –
JFG
1315
Jefferies Financial Group
New York
$612K +$212K +4,043 +62%
CBA
1316
Coastal Bridge Advisors
Connecticut
$612K – – –
PPP
1317
Private Portfolio Partners
New Jersey
$611K -$8.84K -169 -2%
JC
1318
Jacobs & Co
California
$611K -$83.7K -1,600 -13%
SSB
1319
Sandy Spring Bank
Maryland
$611K -$224K -4,282 -29%
QC
1320
Quent Capital
New York
$611K -$17.3K -331 -3%
LFA
1321
LGT Financial Advisors
Texas
$610K – – –
RT
1322
Rockland Trust
Massachusetts
$610K -$70.4K -1,345 -11%
OPCM
1323
Osborne Partners Capital Management
California
$609K – – –
CCA
1324
Childress Capital Advisors
Texas
$607K +$43.6K +833 +9%
BW
1325
Basepoint Wealth
Iowa
$607K -$77.2K -1,476 -12%
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