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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1401
Valley National Advisers
Pennsylvania
$516K -$881K -15,585 -63%
AP
1402
Appleton Partners
Massachusetts
$514K -$25.4K -450 -5%
BFG
1403
Berger Financial Group
Minnesota
$513K +$53.6K +948 +12%
ACM
1404
Aljian Capital Management
Nevada
$513K +$513K +9,075 New
CAS
1405
CTC Alternative Strategies
Illinois
$512K -$1.09M -19,282 -68%
RMDI
1406
R.M. Davis Inc
Maine
$511K +$19K +336 +4%
WCA
1407
Westover Capital Advisors
Delaware
$511K – – –
GITFIT
1408
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$511K +$11.3K +200 +2%
WIM
1409
WealthPlan Investment Management
Nebraska
$510K +$1.19K +21 +0.2%
TCM
1410
Triumph Capital Management
Colorado
$510K -$339 -6 -0.1%
LFA
1411
Lauterbach Financial Advisors
Texas
$509K +$3.51K +62 +0.7%
PWM
1412
Prentice Wealth Management
New York
$509K -$23.9K -422 -4%
TCB
1413
Texas Capital Bancshares
Texas
$506K – – –
WLPWM
1414
Walled Lake Planning & Wealth Management
Illinois
$506K +$57 +1 +0%
OL
1415
OneFund LLC
Florida
$505K -$26.7K -472 -5%
MWM
1416
Meridian Wealth Management
Kentucky
$504K +$505K +8,929 New
SIM
1417
Stratos Investment Management
Ohio
$503K -$27.5K -487 -5%
CNBT
1418
Canandaigua National Bank & Trust
New York
$502K -$6.11K -108 -1%
SWC
1419
Spectrum Wealth Counsel
Indiana
$502K -$38.5K -681 -7%
NBT
1420
Northwest Bank & Trust
Iowa
$500K – – –
CIM
1421
CIM Investment Management
Pennsylvania
$498K -$8.99K -159 -2%
SLWA
1422
San Luis Wealth Advisors
California
$498K -$142K -2,505 -22%
POIA
1423
Pin Oak Investment Advisors
Texas
$498K – – –
FWP
1424
FAS Wealth Partners
Kansas
$497K +$2.94K +52 +0.6%
CW
1425
CIC Wealth
Maryland
$497K -$18.6K -329 -4%
55 56
57
58 59