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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
1426
Punch & Associates Investment Management
Minnesota
$292K – – –
SFSG
1427
Stearns Financial Services Group
North Carolina
$292K +$1.36K +32 +0.3%
EF
1428
Exeter Financial
Arizona
$292K +$12.5K +294 +3%
CCG
1429
Ceeto Capital Group
Florida
$292K +$432K +10,166 New
SVWAG
1430
Sound View Wealth Advisors Group
Georgia
$291K -$86.8K -2,041 -17%
JC
1431
Jacobs & Co
California
$291K – – –
FBB
1432
Fulton Breakefield Broenniman
Maryland
$290K -$52.2K -1,229 -11%
TCM
1433
Tributary Capital Management
Nebraska
$290K -$12.8K -300 -3%
TCOO
1434
Trust Company of Oklahoma
Oklahoma
$288K +$117K +2,750 +38%
ACA
1435
Aptus Capital Advisors
Alabama
$288K -$2.08M -49,045 -83%
LJAC
1436
L.J. Altfest & Co
New York
$288K -$2.55K -60 -0.6%
HA
1437
Harbor Advisors
Florida
$287K -$319K -7,500 -43%
CCMD
1438
Cypress Capital Management (Delaware)
Delaware
$287K – – –
CIM
1439
CIM Investment Management
Pennsylvania
$287K +$15.6K +367 +4%
IIC
1440
Integrated Investment Consultants
Michigan
$286K -$425K -9,989 -50%
RWP
1441
RWA Wealth Partners
Massachusetts
$284K -$175K -4,110 -29%
OCM
1442
Osterweis Capital Management
California
$282K -$17K -400 -4%
LG
1443
LaFleur & Godfrey
Michigan
$281K +$73.1K +1,720 +21%
MA
1444
MCF Advisors
Kentucky
$281K +$241K +5,676 +138%
GVAG
1445
Great Valley Advisor Group
Delaware
$280K +$119K +2,796 +40%
NGA
1446
Naples Global Advisors
Florida
$280K +$162K +3,800 +64%
CPSAC
1447
Chas P. Smith & Associates (CPS)
Florida
$279K -$21.1M -496,120 -98%
MCM
1448
Manchester Capital Management
Vermont
$279K – – –
IFG
1449
Independent Financial Group
California
$278K +$412K +9,694 New
FPFS
1450
First Personal Financial Services
North Carolina
$278K -$62.3K -1,465 -13%
56 57
58
59 60