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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Claro Advisors
Massachusetts
$559K – – –
HFM
1377
Harvest Fund Management
China
$559K – – –
DA
1378
DSC Advisors
Illinois
$559K +$387K +7,237 +168%
QT
1379
Quantamental Technologies
New York
$557K +$321K +5,995 +109%
NFC
1380
Northeast Financial Consultants
Connecticut
$557K +$615K +11,491 New
PPP
1381
Private Portfolio Partners
New Jersey
$556K +$64.4K +1,203 +12%
CCA
1382
Childress Capital Advisors
Texas
$556K -$32.5K -607 -5%
GTAM
1383
Global Trust Asset Management
Florida
$556K +$54 +1 +0%
WTB
1384
Washington Trust Bank
Washington
$554K -$538K -10,045 -47%
OWP
1385
Obermeyer Wealth Partners
Colorado
$554K – – –
MWM
1386
MorganRosel Wealth Management
Colorado
$554K +$4.33K +81 +0.7%
BW
1387
Basepoint Wealth
Iowa
$553K +$54K +1,009 +10%
WA
1388
Wealth Alliance
New York
$553K -$41.9K -783 -6%
WFI
1389
West Family Investments
California
$552K +$57.8K +1,080 +10%
9WM
1390
9258 Wealth Management
Ohio
$551K -$26.5K -495 -4%
VAM
1391
Vontobel Asset Management
New York
$550K +$7.33K +137 +1%
AWS
1392
AJ Wealth Strategies
New York
$548K +$428 +8 +0.1%
BCM
1393
BTR Capital Management
California
$547K – – –
FNT
1394
First Nebraska Trust
Nebraska
$546K – – –
WBC
1395
West Branch Capital
Massachusetts
$546K -$52.9K -989 -8%
RCM
1396
Radnor Capital Management
Pennsylvania
$546K – – –
JC
1397
Jacobs & Co
California
$543K +$61.1K +1,142 +11%
BMC
1398
Beaton Management Company
Massachusetts
$542K +$16.5K +308 +3%
MWM
1399
Modera Wealth Management
New Jersey
$541K -$888K -16,584 -60%
IF
1400
Intrua Financial
Texas
$541K +$70.3K +1,314 +13%
54 55
56
57 58