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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1526
TCV Trust & Wealth Management
Virginia
$310K +$8.93K +200 +3%
WAP
1527
Wealthcare Advisory Partners
Pennsylvania
$309K -$83.3K -1,866 -21%
VST
1528
Van Strum & Towne
California
$309K – – –
ITIM
1529
Indiana Trust & Investment Management
Indiana
$309K +$85.4K +1,913 +23%
LB
1530
Legacy Bridge
Iowa
$309K +$89.3K +2,000 +42%
LA
1531
LVW Advisors
New York
$309K +$304K +6,818 New
FNBTCON
1532
First National Bank & Trust Co of Newtown
Pennsylvania
$307K -$31.5K -706 -9%
VWA
1533
V Wealth Advisors
Kansas
$307K +$301K +6,735 New
TA
1534
Tectonic Advisors
Texas
$306K +$39K +873 +15%
BFWA
1535
Benchmark Financial Wealth Advisors
Florida
$304K -$7.37K -165 -2%
SXL
1536
Summit X LLC
Missouri
$304K -$5.54K -124 -2%
EWM
1537
Empirical Wealth Management
Washington
$304K +$299K +6,707 New
AWA
1538
Arete Wealth Advisors
Illinois
$303K -$173K -3,875 -29%
SA
1539
Strategic Advisors
New York
$303K -$44.7K -1,000 -13%
HKIM
1540
Hayek Kallen Investment Management
Alabama
$303K – – –
CA
1541
Calton & Associates
Florida
$302K -$77.2K -1,728 -21%
MSAM
1542
Moloney Securities Asset Management
Missouri
$302K -$40.4K -905 -12%
PB
1543
Pinnacle Bancorp
Nebraska
$302K -$9.96K -223 -3%
LCS
1544
Levin Capital Strategies
New York
$302K – – –
KFP
1545
KMG Fiduciary Partners
Ohio
$302K +$51.3K +1,148 +21%
SWM
1546
Stockman Wealth Management
Montana
$301K -$29K -650 -9%
SIG
1547
Sky Investment Group
Connecticut
$301K -$4.46K -100 -1%
TFF
1548
The Family Firm
Maryland
$299K -$7.9K -177 -3%
SAM
1549
Security Asset Management
New York
$299K – – –
WAS
1550
Wealth Advisory Solutions
Indiana
$295K -$2.29M -51,242 -89%
60 61
62
63 64