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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1451
Blue Chip Wealth Management
Florida
$566K -$10.3K -181 -2%
OIA
1452
Optimum Investment Advisors
Illinois
$565K – – –
GEM
1453
Global Endowment Management
North Carolina
$563K +$160K +2,800 +35%
DAC
1454
Dividend Assets Capital
South Carolina
$562K -$111K -1,950 -15%
MF
1455
Magnetar Financial
Illinois
$560K +$609K +10,662 New
FIM
1456
Freedom Investment Management
Connecticut
$558K -$25.6K -448 -5%
NIA
1457
Northstar Investment Advisors
Colorado
$558K -$3.88K -68 -0.6%
KA
1458
Kaizen Advisory
Illinois
$558K – – –
NWM
1459
Northwest Wealth Management
Iowa
$555K – – –
VHAM
1460
Van Hulzen Asset Management
California
$551K +$24.9K +436 +4%
ACM
1461
Aviance Capital Management
Florida
$545K +$592K +10,372 New
ADL
1462
Asset Dedication LLC
California
$544K -$14.3K -250 -2%
CAM
1463
Claret Asset Management
Quebec, Canada
$544K +$57.4K +1,006 +11%
FA
1464
FCG Advisors
New Jersey
$543K +$279K +4,885 +90%
FNBOH
1465
First National Bank of Hutchinson
Kansas
$541K +$253K +4,427 +75%
VCM
1466
Vigilant Capital Management
Maine
$541K +$278K +4,864 +90%
WC
1467
Weil Company
California
$539K – – –
CBA
1468
Coastal Bridge Advisors
Connecticut
$537K -$43.1K -755 -7%
BFO
1469
Boston Family Office
Massachusetts
$532K – – –
BB
1470
Bell Bank
North Dakota
$530K -$31.5K -552 -5%
SMFG
1471
Sumitomo Mitsui Financial Group
Japan
$528K +$571K +10,000 New
CAMG
1472
CWA Asset Management Group
Florida
$527K -$215K -3,757 -27%
CWA
1473
Cypress Wealth Advisors
California
$527K -$3.65K -64 -0.6%
JVBC
1474
J.V. Bruni & Co
Colorado
$526K – – –
RC
1475
RBF Capital
California
$526K – – –
57 58
59
60 61