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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1476
LECAP Asset Management
United Kingdom
$838K +$815K +10,137 New
TCOV
1477
Trust Company of Vermont
Vermont
$837K +$814K +10,126 New
FA
1478
Fermata Advisors
California
$837K +$139K +1,728 +21%
FFA
1479
First Foundation Advisors
California
$835K +$165K +2,056 +26%
BTWM
1480
Baker Tilly Wealth Management
Wisconsin
$835K -$26.8K -333 -3%
FFIC
1481
First Fiduciary Investment Counsel
Ohio
$832K – – –
STA
1482
Smith Thornton Advisors
Alabama
$831K +$482 +6 +0.1%
JTWM
1483
Jackson Thornton Wealth Management
Alabama
$830K +$568K +7,064 +237%
WFI
1484
West Family Investments
California
$827K +$21.3K +265 +3%
EW
1485
Entruity Wealth
California
$827K -$50.1K -623 -6%
LWM
1486
Liberty Wealth Management
California
$826K – – –
KA
1487
Klingman & Associates
New York
$826K -$41.1K -512 -5%
RFM
1488
Royal Fund Management
Florida
$824K -$312K -3,877 -28%
ZIG
1489
Zuckerman Investment Group
Illinois
$824K – – –
AF
1490
Avanza Fonder
Sweden
$823K – – –
WB
1491
Webster Bank
Connecticut
$821K -$12.3K -153 -2%
LBC
1492
Lane Brothers & Co
Arizona
$817K +$31.3K +389 +4%
JSSH
1493
J. Safra Sarasin Holding
$817K – – –
TWM
1494
Thrive Wealth Management
Pennsylvania
$817K -$53K -660 -6%
IIL
1495
Income Insurance Ltd
$816K – – –
BMC
1496
Beaton Management Company
Massachusetts
$814K – – –
WI
1497
WrapManager Inc
California
$809K -$19.7K -245 -2%
RMDI
1498
R.M. Davis Inc
Maine
$809K -$9.4K -117 -1%
1WA
1499
180 Wealth Advisors
Washington
$804K -$29.2K -363 -4%
ML
1500
McAdam LLC
Pennsylvania
$803K +$110K +1,367 +16%
58 59
60
61 62