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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1501
Signature Estate & Investment Advisors
California
$610K -$14.9K -199 -2%
DE
1502
Diversified Enterprises
Delaware
$610K +$136K +1,811 +27%
FB
1503
First Bancorp
Maine
$608K +$33.8K +450 +6%
ML
1504
McAdam LLC
Pennsylvania
$608K +$168K +2,244 +36%
ACG
1505
Allen Capital Group
Nebraska
$605K +$28.4K +378 +5%
HBS
1506
Howard Bailey Securities
Indiana
$605K -$76.7K -1,021 -11%
VWM
1507
Venturi Wealth Management
Texas
$605K +$77.8K +1,036 +14%
NIM
1508
Northeast Investment Management
Massachusetts
$604K -$150 -2 -0%
EGA
1509
Eagle Global Advisors
Texas
$604K – – –
VA
1510
Valmark Advisers
Ohio
$603K +$7.88K +105 +1%
SCP
1511
Sivia Capital Partners
California
$603K +$35.7K +475 +6%
HI
1512
Humankind Investments
New York
$603K -$27.8K -370 -4%
MMG
1513
Monetary Management Group
Missouri
$603K – – –
KLCM
1514
KG&L Capital Management
Louisiana
$602K +$13.7K +183 +2%
FMB
1515
Field & Main Bank
Kentucky
$598K +$5.63K +75 +0.9%
TCM
1516
Tributary Capital Management
Nebraska
$590K -$160K -2,130 -21%
ZBNA
1517
Zions Bancorporation, National Association
Utah
$589K +$616K +8,200 New
WA
1518
Waddell & Associates
Tennessee
$588K +$78K +1,039 +15%
WA
1519
Wealth Architects
California
$588K +$4.43K +59 +0.7%
RWM
1520
RKL Wealth Management
Pennsylvania
$588K +$384K +5,113 +166%
KIM
1521
Kestra Investment Management
Texas
$587K -$6.98K -93 -1%
BWP
1522
Baldwin Wealth Partners
Massachusetts
$587K +$3.08K +41 +0.5%
CIC
1523
Cutler Investment Counsel
Oregon
$586K +$2.48K +33 +0.4%
CWM
1524
Circle Wealth Management
New Jersey
$586K -$51.7K -688 -8%
SCA
1525
Sippican Capital Advisors
Massachusetts
$585K -$11.3K -150 -2%
59 60
61
62 63