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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1501
HeadInvest LLC
Maine
$461K +$221K +4,318 +76%
BHC
1502
Bowen Hanes & Co
Florida
$461K +$512K +10,000 New
BWP
1503
Bernardo Wealth Planning
Pennsylvania
$460K +$512K +9,989 New
CWA
1504
Cypress Wealth Advisors
California
$458K -$5.22K -102 -1%
ZIG
1505
Zuckerman Investment Group
Illinois
$458K – – –
BCA
1506
Bray Capital Advisors
Florida
$458K +$13.2K +257 +3%
ADL
1507
Asset Dedication LLC
California
$457K -$21.9K -428 -4%
PWPS
1508
Pinnacle Wealth Planning Services
Ohio
$453K -$201K -3,927 -29%
KPW
1509
Kore Private Wealth
New York
$453K +$504K +9,836 New
FPS
1510
Fieldpoint Private Securities
Connecticut
$452K +$105K +2,052 +26%
CAM
1511
Columbia Asset Management
Michigan
$451K – – –
SAM
1512
Shamrock Asset Management
Texas
$451K – – –
MFG
1513
Magnus Financial Group
New York
$451K +$501K +9,780 New
DIA
1514
Dean Investment Associates
Ohio
$447K -$1.35M -26,264 -73%
GAM
1515
Gould Asset Management
California
$447K – – –
FPCP
1516
Fort Point Capital Partners
California
$446K -$107K -2,087 -18%
MSA
1517
Marino Stram & Associates
Massachusetts
$445K -$126K -2,465 -20%
CAMG
1518
CWA Asset Management Group
Florida
$444K -$20.6K -403 -4%
WCM
1519
Weatherstone Capital Management
Colorado
$444K +$201K +3,916 +76%
DAM
1520
Doheny Asset Management
California
$442K -$5.63K -110 -1%
SFG
1521
SNS Financial Group
Minnesota
$442K +$33.2K +649 +7%
TBNY
1522
Trustco Bank (New York)
New York
$441K -$658K -12,850 -57%
LC
1523
Lindbrook Capital
California
$440K +$489K +9,552 New
GBBWRPM
1524
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$434K +$124K +2,412 +34%
CVM
1525
Cheviot Value Management
California
$433K +$175K +3,408 +57%
59 60
61
62 63