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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1401
Lauterbach Financial Advisors
Texas
$420K +$2.17K +49 +0.5%
PAIM
1402
Punch & Associates Investment Management
Minnesota
$420K – – –
ASW
1403
Astoria Strategic Wealth
Texas
$419K +$450K +10,157 New
CFO
1404
Colony Family Offices
North Carolina
$419K -$620 -14 -0.1%
IF
1405
Intrua Financial
Texas
$418K -$93.3K -2,107 -18%
AIM
1406
Aspen Investment Management
Michigan
$416K -$487 -11 -0.1%
WA
1407
Waverly Advisors
Alabama
$416K -$22.3K -503 -5%
FPB
1408
First PREMIER Bank
South Dakota
$413K +$53.1K +1,200 +14%
HT
1409
Headlands Technologies
Illinois
$413K +$443K +9,999 New
CI
1410
Clal Insurance
Israel
$413K +$443K +10,000 New
ECM
1411
Evolution Capital Management
Nevada
$413K +$443K +10,000 New
MCM
1412
Monument Capital Management
Virginia
$412K -$126K -2,853 -22%
ZIG
1413
Zuckerman Investment Group
Illinois
$412K – – –
CIM
1414
Contravisory Investment Management
Massachusetts
$411K +$52.4K +1,184 +13%
RCM
1415
RB Capital Management
Nevada
$410K -$8.23K -186 -2%
PGIM
1416
Pacific Global Investment Management
California
$410K +$31.2K +706 +8%
MWM
1417
Modera Wealth Management
New Jersey
$410K -$25.4K -573 -5%
AA
1418
Alta Advisers
United Kingdom
$409K – – –
LA
1419
LVW Advisors
New York
$408K +$85.3K +1,928 +24%
BFC
1420
Bedel Financial Consulting
Indiana
$407K +$437K +9,865 New
PPG
1421
Peak Planning Group
Colorado
$407K – – –
CCFM
1422
Clear Creek Financial Management
Washington
$405K -$65.9K -1,488 -13%
BCA
1423
Bray Capital Advisors
Florida
$404K +$266 +6 +0.1%
TAIM
1424
TD Ameritrade Investment Management
Nebraska
$403K +$368K +8,310 +575%
HT
1425
HighTower Trust
Texas
$402K -$40.6K -918 -9%
55 56
57
58 59