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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
1501
Quadcap Wealth Management
Texas
$803K +$49K +610 +7%
OL
1502
Optas LLC
Texas
$803K +$52.9K +658 +7%
VNA
1503
Valley National Advisers
Pennsylvania
$803K +$10.8K +134 +1%
SHGA
1504
Sand Hill Global Advisors
California
$800K +$349K +4,339 +81%
GSC
1505
G&S Capital
Colorado
$798K -$1.45K -18 -0.2%
SWM
1506
Sendero Wealth Management
Texas
$798K -$9.56K -119 -1%
BCFD
1507
Boit C.F. David
$798K – – –
IC
1508
Inscription Capital
Texas
$798K +$229K +2,851 +42%
MMG
1509
Monetary Management Group
Missouri
$797K – – –
VST
1510
Van Strum & Towne
California
$795K – – –
OAM
1511
Ostrum Asset Management
France
$795K +$452K +5,627 +141%
AHL
1512
Abel Hall LLC
Louisiana
$794K -$363K -4,515 -32%
WCM
1513
Weaver Capital Management
Georgia
$793K – – –
DE
1514
Diversified Enterprises
Delaware
$793K +$13.6K +169 +2%
AM
1515
AGF Management
Ontario, Canada
$793K -$16.1K -200 -2%
WB
1516
West Bancorporation
Iowa
$790K -$21.8K -271 -3%
CA
1517
Claro Advisors
Massachusetts
$789K +$132K +1,647 +21%
CP
1518
Creekside Partners
California
$788K – – –
RC
1519
Rexford Capital
Texas
$788K -$8.04K -100 -1%
BCA
1520
Bay Colony Advisors
Massachusetts
$786K -$23.1K -288 -3%
SC
1521
Steph & Co
Wisconsin
$784K – – –
PA
1522
Perennial Advisors
New York
$784K +$321 +4 +0%
SWM
1523
SeaCrest Wealth Management
New York
$782K -$175K -2,180 -19%
LCWP
1524
Legacy Capital Wealth Partners
Arkansas
$782K +$182K +2,261 +31%
SIM
1525
Studio Investment Management
Illinois
$779K -$75.5K -940 -9%
59 60
61
62 63