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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1351
Steph & Co
Wisconsin
$412K – – –
HWA
1352
HCR Wealth Advisors
California
$411K -$2.32K -54 -0.5%
B
1353
Bailard
California
$409K -$339K -7,892 -44%
FFMBT
1354
First Farmers & Merchants Bank Trust
Tennessee
$409K – – –
PAIM
1355
Punch & Associates Investment Management
Minnesota
$409K – – –
CFO
1356
Colony Family Offices
North Carolina
$409K +$601 +14 +0.1%
EI
1357
Ethic Inc
New York
$409K +$124K +2,875 +39%
TFO
1358
Tarbox Family Office
California
$408K – – –
WCWM
1359
Willow Creek Wealth Management
California
$408K +$387 +9 +0.1%
RCM
1360
RB Capital Management
Nevada
$407K -$212K -4,931 -33%
LFA
1361
Lauterbach Financial Advisors
Texas
$407K +$2.1K +49 +0.5%
AIM
1362
Aspen Investment Management
Michigan
$406K – – –
ZIG
1363
Zuckerman Investment Group
Illinois
$401K – – –
CL
1364
Choreo LLC
Illinois
$399K -$17.4K -406 -4%
PCS
1365
Personal CFO Solutions
New Jersey
$398K -$30.7K -715 -7%
AA
1366
Alta Advisers
United Kingdom
$398K +$425K +9,900 New
HHGA
1367
Halbert Hargrove Global Advisors
California
$397K +$44.7K +1,041 +12%
PPG
1368
Peak Planning Group
Colorado
$396K – – –
S
1369
Seeyond
France
$396K -$22.9K -533 -5%
FCIM
1370
Fairview Capital Investment Management
California
$394K +$1.2K +28 +0.3%
OFG
1371
Oxford Financial Group
Indiana
$393K -$39K -908 -9%
BCA
1372
Bray Capital Advisors
Florida
$393K +$215 +5 +0.1%
XSC
1373
X-Square Capital
Puerto Rico
$390K -$19.2K -446 -4%
WTB
1374
Washington Trust Bank
Washington
$390K – – –
CI
1375
CX Institutional
Indiana
$389K +$51.5K +1,198 +14%
53 54
55
56 57