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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1451
Kiley Juergens Wealth Management
Washington
$518K +$15.1K +295 +3%
FQ
1452
First Quadrant
California
$517K -$5.85M -114,172 -91%
JC
1453
Jacobs & Co
California
$515K -$14.3K -280 -2%
SMFS
1454
Squar Milner Financial Services
California
$515K – – –
FAM
1455
Formidable Asset Management
Ohio
$514K -$48.1K -939 -8%
TFF
1456
The Family Firm
Maryland
$514K +$154 +3 +0%
CT
1457
Chicago Trust
Illinois
$512K -$49K -956 -8%
SAM
1458
Summit Asset Management
Tennessee
$511K -$22K -430 -4%
PFBT
1459
Parkside Financial Bank & Trust
Missouri
$511K -$11K -214 -2%
BIAS
1460
Beacon Investment Advisory Services
New Jersey
$509K -$222K -4,327 -28%
EB
1461
Eastern Bank
Massachusetts
$508K -$89.9K -1,756 -14%
BC
1462
Blueport Capital
Texas
$508K -$59K -1,152 -9%
HHGA
1463
Halbert Hargrove Global Advisors
California
$508K -$51.9K -1,013 -8%
LKIM
1464
Lawson Kroeker Investment Management
Nebraska
$503K -$47.4K -925 -8%
BFIC
1465
Bedell Frazier Investment Counselling
California
$502K -$23.3K -455 -4%
KCP
1466
KDI Capital Partners
North Carolina
$502K +$558K +10,903 New
CFA
1467
Cahill Financial Advisors
Minnesota
$501K -$58.9K -1,149 -10%
GLA
1468
Great Lakes Advisors
Illinois
$501K -$22K -430 -4%
CWS
1469
Cypress Wealth Services
California
$500K -$88.1K -1,720 -14%
OCM
1470
Osterweis Capital Management
California
$498K -$154K -3,000 -22%
RCM
1471
RB Capital Management
Nevada
$497K -$112K -2,189 -17%
PB
1472
Pinnacle Bancorp
Nebraska
$497K +$553K +10,789 New
OIA
1473
Optimum Investment Advisors
Illinois
$496K – – –
GHAM
1474
Gilman Hill Asset Management
Connecticut
$496K +$552K +10,775 New
VCM
1475
Vision Capital Management
Oregon
$493K +$50.9K +993 +10%
57 58
59
60 61