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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1451
Washington Capital Management
Washington
$554K – – –
TSS
1452
Two Sigma Securities
New York
$553K -$3.2M -61,057 -86%
CBA
1453
Coastal Bridge Advisors
Connecticut
$553K -$79K -1,509 -13%
TFF
1454
The Family Firm
Maryland
$552K -$1.15K -22 -0.2%
OCM
1455
Osterweis Capital Management
California
$550K -$39.9K -762 -7%
NG
1456
Northstar Group
New York
$549K +$367 +7 +0.1%
PPSG
1457
Princeton Portfolio Strategies Group
New Jersey
$548K -$14.7K -280 -3%
XSC
1458
X-Square Capital
Puerto Rico
$548K +$16.6K +316 +3%
PAIM
1459
Punch & Associates Investment Management
Minnesota
$547K -$48.7K -930 -8%
SFSG
1460
Stearns Financial Services Group
North Carolina
$545K -$69.3K -1,323 -12%
JC
1461
Jacobs & Co
California
$545K -$28.8K -549 -5%
AC
1462
Avestar Capital
New York
$545K -$2.93K -56 -0.5%
1IA
1463
1834 Investment Advisors
Wisconsin
$544K -$77.4K -1,478 -13%
MA
1464
Modus Advisors
Minnesota
$544K +$530K +10,110 New
LJAC
1465
L.J. Altfest & Co
New York
$543K -$28.7K -548 -5%
DAM
1466
Doheny Asset Management
California
$542K -$48.2K -920 -8%
FWM
1467
Fairhaven Wealth Management
Illinois
$540K – – –
EPA
1468
Element Pointe Advisors
Florida
$540K +$25.1K +480 +5%
IP
1469
Intellectus Partners
California
$539K +$525K +10,019 New
CCMD
1470
Cypress Capital Management (Delaware)
Delaware
$538K -$10.5K -200 -2%
BFPW
1471
BOK Financial Private Wealth
Colorado
$538K +$130K +2,478 +33%
HAM
1472
Highstreet Asset Management
Ontario, Canada
$536K -$17.3K -330 -3%
ZIG
1473
Zuckerman Investment Group
Illinois
$535K – – –
HPCM
1474
High Pointe Capital Management
Illinois
$533K – – –
EF
1475
Exeter Financial
Arizona
$532K -$76.2K -1,454 -13%
57 58
59
60 61