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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1476
Baker Tilly Wealth Management
Wisconsin
$835K -$26.8K -333 -3%
FFIC
1477
First Fiduciary Investment Counsel
Ohio
$832K – – –
STA
1478
Smith Thornton Advisors
Alabama
$831K +$482 +6 +0.1%
JTWM
1479
Jackson Thornton Wealth Management
Alabama
$830K +$568K +7,064 +237%
WFI
1480
West Family Investments
California
$827K +$21.3K +265 +3%
EW
1481
Entruity Wealth
California
$827K -$50.1K -623 -6%
LWM
1482
Liberty Wealth Management
California
$826K – – –
KA
1483
Klingman & Associates
New York
$826K -$41.1K -512 -5%
RFM
1484
Royal Fund Management
Florida
$824K -$312K -3,877 -28%
ZIG
1485
Zuckerman Investment Group
Illinois
$824K – – –
AF
1486
Avanza Fonder
Sweden
$823K – – –
WB
1487
Webster Bank
Connecticut
$821K -$12.3K -153 -2%
LBC
1488
Lane Brothers & Co
Arizona
$817K +$31.3K +389 +4%
JSSH
1489
J. Safra Sarasin Holding
$817K – – –
TWM
1490
Thrive Wealth Management
Pennsylvania
$817K -$53K -660 -6%
IIL
1491
Income Insurance Ltd
$816K – – –
BMC
1492
Beaton Management Company
Massachusetts
$814K – – –
WI
1493
WrapManager Inc
California
$809K -$19.7K -245 -2%
RMDI
1494
R.M. Davis Inc
Maine
$809K -$9.4K -117 -1%
1WA
1495
180 Wealth Advisors
Washington
$804K -$29.2K -363 -4%
ML
1496
McAdam LLC
Pennsylvania
$803K +$110K +1,367 +16%
QWM
1497
Quadcap Wealth Management
Texas
$803K +$49K +610 +7%
OL
1498
Optas LLC
Texas
$803K +$52.9K +658 +7%
VNA
1499
Valley National Advisers
Pennsylvania
$803K +$10.8K +134 +1%
SHGA
1500
Sand Hill Global Advisors
California
$800K +$349K +4,339 +81%
58 59
60
61 62