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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1376
Athena Investment Management
California
$401K +$266K +6,055 +145%
BFA
1377
Bragg Financial Advisors
North Carolina
$400K -$9.83K -224 -2%
WTA
1378
Washington Trust Advisors
Massachusetts
$400K +$104K +2,374 +30%
FFMBT
1379
First Farmers & Merchants Bank Trust
Tennessee
$398K – – –
PAIM
1380
Punch & Associates Investment Management
Minnesota
$398K – – –
CFO
1381
Colony Family Offices
North Carolina
$398K +$445K +10,150 New
XSC
1382
X-Square Capital
Puerto Rico
$397K -$39.2K -894 -8%
VC
1383
Vicus Capital
Pennsylvania
$397K -$3.69K -84 -0.8%
WCWM
1384
Willow Creek Wealth Management
California
$397K +$445K +10,145 New
AMG
1385
Advisors Management Group
Wisconsin
$396K +$3.99K +91 +0.9%
BWA
1386
Bordeaux Wealth Advisors
California
$395K -$5.97K -136 -1%
AIM
1387
Aspen Investment Management
Michigan
$395K -$4.39K -100 -1%
SCC
1388
Steel Canyon Capital
Arizona
$394K -$658K -15,003 -60%
LFA
1389
Lauterbach Financial Advisors
Texas
$394K +$527 +12 +0.1%
IIM
1390
Ipswich Investment Management
Massachusetts
$393K +$20.8K +473 +5%
ZIG
1391
Zuckerman Investment Group
Illinois
$390K – – –
VA
1392
Valmark Advisers
Ohio
$387K +$86.9K +1,980 +25%
MAM
1393
Martingale Asset Management
Massachusetts
$386K +$26.1K +595 +6%
PPG
1394
Peak Planning Group
Colorado
$386K +$432K +9,854 New
LA
1395
Latitude Advisors
Florida
$384K -$836K -19,046 -66%
VWA
1396
Visionary Wealth Advisors
Illinois
$382K -$255K -5,813 -37%
ATFA
1397
All Terrain Financial Advisors
Minnesota
$382K -$6.45K -147 -1%
FCIM
1398
Fairview Capital Investment Management
California
$382K -$4.39K -100 -1%
BCA
1399
Bray Capital Advisors
Florida
$382K +$219 +5 +0.1%
WTB
1400
Washington Trust Bank
Washington
$379K -$77.3K -1,761 -15%
54 55
56
57 58