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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1526
Edge Wealth Management
New York
$266K +$190K +5,355 +370%
TFF
1527
The Family Firm
Maryland
$265K +$71 +2 +0%
WBC
1528
West Branch Capital
Massachusetts
$265K +$240K +6,789 New
TTWM
1529
TCV Trust & Wealth Management
Virginia
$264K +$239K +6,738 New
SIG
1530
Sky Investment Group
Connecticut
$263K -$21.1K -595 -8%
AWM
1531
Altavista Wealth Management
North Carolina
$262K – – –
HKIM
1532
Hayek Kallen Investment Management
Alabama
$261K -$9.7K -274 -4%
LCS
1533
Levin Capital Strategies
New York
$261K -$3.54K -100 -1%
HR
1534
Hardy Reed
Mississippi
$260K -$885 -25 -0.4%
SAM
1535
Security Asset Management
New York
$258K +$234K +6,600 New
ZB
1536
Zions Bancorporation
Utah
$257K +$15.1K +426 +7%
DWM
1537
Denver Wealth Management
Colorado
$257K +$188K +5,300 New
TWP
1538
Tempus Wealth Planning
California
$255K +$231K +6,523 New
CCP
1539
Clarkston Capital Partners
Michigan
$254K +$230K +6,510 New
EWA
1540
ERTS Wealth Advisors
Michigan
$254K +$231K +6,512 New
TCOO
1541
Trust Company of Oklahoma
Oklahoma
$254K -$49.6K -1,400 -18%
VCAM
1542
Van Cleef Asset Management
Ohio
$253K +$229K +6,473 New
XSC
1543
X-Square Capital
Puerto Rico
$253K +$229K +6,476 New
EA
1544
Eclectic Associates
California
$253K +$229K +6,479 New
CFG
1545
CKW Financial Group
Hawaii
$252K – – –
PWA
1546
Phoenix Wealth Advisors
North Carolina
$252K – – –
TYCC
1547
Texas Yale Capital Corp
Florida
$251K -$135K -3,800 -37%
CS
1548
Comerica Securities
Michigan
$251K -$101K -2,867 -31%
VA
1549
Valmark Advisers
Ohio
$251K +$227K +6,418 New
SSB
1550
Sandy Spring Bank
Maryland
$250K -$183K -5,164 -45%
60 61
62
63 64