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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1426
Blueshift Asset Management
New Jersey
$588K -$2.56M -48,953 -82%
WCM
1427
Whitener Capital Management
North Carolina
$587K -$76.8K -1,467 -12%
CPC
1428
Congress Park Capital
New York
$587K +$262 +5 +0%
OIA
1429
Optimum Investment Advisors
Illinois
$585K – – –
AWA
1430
ARS Wealth Advisors
Florida
$583K -$6.29K -120 -1%
NIM
1431
Northeast Investment Management
Massachusetts
$582K -$39.1K -746 -6%
AF
1432
Arrow Financial
New York
$582K -$27.5K -525 -5%
GWAG
1433
Garrett Wealth Advisory Group
Texas
$577K -$33.8K -645 -6%
WC
1434
Woodstock Corp
Massachusetts
$574K – – –
BFO
1435
Boston Family Office
Massachusetts
$573K -$32.5K -620 -6%
TI
1436
tru Independence
Oregon
$573K +$1.04M +19,914 New
AIC
1437
Ameritas Investment Company
Nebraska
$570K -$72.7K -1,389 -12%
ACM
1438
Allred Capital Management
Texas
$567K -$72.3K -1,381 -12%
RSWM
1439
Robertson Stephens Wealth Management
California
$564K -$62.9K -1,200 -10%
NP
1440
NorthRock Partners
Minnesota
$564K +$181K +3,459 +49%
TCM
1441
Tributary Capital Management
Nebraska
$560K -$20.9K -400 -4%
HHGA
1442
Halbert Hargrove Global Advisors
California
$558K -$39.6K -757 -7%
JFA
1443
Johanson Financial Advisors
California
$557K -$70.4K -1,345 -11%
PP
1444
Pegasus Partners
Wisconsin
$557K +$244K +4,659 +82%
AOWM
1445
Alpha Omega Wealth Management
Virginia
$556K -$12.3K -235 -2%
WCM
1446
Windsor Capital Management
Arizona
$556K +$733 +14 +0.1%
PB
1447
Pinnacle Bancorp
Nebraska
$555K -$13.3K -254 -2%
NERM
1448
New England Research & Management
Illinois
$554K -$66K -1,260 -11%
BO
1449
Bank OZK
Arkansas
$554K -$524 -10 -0.1%
PCMC
1450
Private Capital Management (Colorado)
Colorado
$554K – – –
56 57
58
59 60