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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1376
Confluence Wealth Services
Pennsylvania
$515K +$529K +10,748 New
HFG
1377
Heron Financial Group
New York
$514K -$985 -20 -0.2%
AP
1378
Atwood & Palmer
Missouri
$514K – – –
WP
1379
WealthShield Partners
North Carolina
$514K +$528K +10,719 New
TWM
1380
Titus Wealth Management
California
$512K +$72.6K +1,475 +16%
AIM
1381
Aspen Investment Management
Michigan
$510K -$443 -9 -0.1%
HTI
1382
Hikari Tsushin Inc
Japan
$510K +$523K +10,631 New
OWIM
1383
Old West Investment Management
California
$509K – – –
PCA
1384
Providence Capital Advisors
North Carolina
$509K +$83.6K +1,699 +19%
KFGK
1385
Keystone Financial Group (Kentucky)
Kentucky
$508K +$1.13K +23 +0.2%
LFA
1386
Lauterbach Financial Advisors
Texas
$508K +$522K +10,597 New
SCA
1387
Sippican Capital Advisors
Massachusetts
$507K -$294K -5,970 -36%
AIM
1388
Anchor Investment Management
South Carolina
$507K +$11.6K +235 +2%
NAS
1389
Nicolet Advisory Services
Wisconsin
$506K +$49 +1 +0%
WWM
1390
Windsor Wealth Management
Indiana
$504K +$470K +9,547 New
SIM
1391
SSI Investment Management
California
$503K -$1.48K -30 -0.3%
PPG
1392
Peak Planning Group
Colorado
$502K +$98 +2 +0%
FFMBT
1393
First Farmers & Merchants Bank Trust
Tennessee
$502K +$515K +10,457 New
BW
1394
Basepoint Wealth
Iowa
$500K +$513K +10,412 New
MW
1395
Marcum Wealth
Ohio
$499K -$19.9K -404 -4%
GBT
1396
Grove Bank & Trust
Florida
$498K +$72K +1,462 +16%
WFI
1397
West Family Investments
California
$495K -$140K -2,841 -22%
CC
1398
Cannell & Co
New York
$494K -$198K -4,030 -28%
MA
1399
MKT Advisors
California
$494K +$449K +9,129 New
HWA
1400
HCR Wealth Advisors
California
$493K – – –
54 55
56
57 58