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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1476
Triumph Capital Management
Colorado
$640K +$15.8K +210 +2%
KCAM
1477
Kagan Cocozza Asset Management
New Jersey
$639K -$85.1K -1,134 -11%
SWC
1478
Spectrum Wealth Counsel
Indiana
$638K – – –
WLPWM
1479
Walled Lake Planning & Wealth Management
Illinois
$637K -$5.86K -78 -0.9%
FWP
1480
FAS Wealth Partners
Kansas
$637K +$1.8K +24 +0.3%
KA
1481
Kerrisdale Advisers
Florida
$635K -$788K -10,495 -54%
CIM
1482
CIM Investment Management
Pennsylvania
$635K -$450 -6 -0.1%
TTIC
1483
Tower Trust & Investment Company
Iowa
$633K +$669K +8,908 New
NL
1484
NWAM LLC
Washington
$632K +$10.7K +142 +2%
MIP
1485
Marietta Investment Partners
Wisconsin
$632K – – –
T
1486
Transce3nd
Texas
$631K -$5.41K -72 -0.8%
1WM
1487
1900 Wealth Management
Texas
$630K – – –
FPL
1488
Fortress Private Ledger
North Carolina
$630K +$44K +586 +7%
HI
1489
Hudock Inc
Pennsylvania
$630K +$75 +1 +0%
MWP
1490
Meridian Wealth Partners
Pennsylvania
$630K -$17K -227 -3%
AMG
1491
Advisors Management Group
Wisconsin
$628K – – –
LJAC
1492
L.J. Altfest & Co
New York
$627K +$751 +10 +0.1%
WCM
1493
Winthrop Capital Management
Indiana
$626K -$203K -2,700 -24%
POIA
1494
Pin Oak Investment Advisors
Texas
$624K – – –
EWM
1495
Evermay Wealth Management
Virginia
$622K – – –
TL
1496
Tradewinds LLC
North Carolina
$621K +$6.46K +86 +1%
SWM
1497
SilverOak Wealth Management
Minnesota
$618K – – –
IUHSA
1498
Itau Unibanco Holding S.A.
Brazil
$616K +$644K +8,581 New
BWP
1499
BlueStem Wealth Partners
Minnesota
$612K +$3.75K +50 +0.6%
LCWP
1500
Legacy Capital Wealth Partners
Arkansas
$612K -$306K -4,077 -32%
58 59
60
61 62