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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1526
Canandaigua National Bank & Trust
New York
$583K -$15.5K -206 -2%
LFA
1527
Lauterbach Financial Advisors
Texas
$583K -$70.7K -942 -10%
AW
1528
Avion Wealth
Texas
$582K – – –
VWM
1529
Vermillion Wealth Management
Minnesota
$580K +$2.48K +33 +0.4%
BRWM
1530
Blue Rock Wealth Management
North Carolina
$580K +$217K +2,894 +56%
AA
1531
Auxano Advisors
Washington
$579K +$8.78K +117 +1%
ICP
1532
Interchange Capital Partners
Pennsylvania
$578K +$115K +1,532 +23%
PA
1533
PFG Advisors
Arizona
$578K +$22.7K +302 +4%
OWIM
1534
Old West Investment Management
California
$577K +$603K +8,037 New
IF
1535
Integrity Financial
Wyoming
$576K -$280K -3,725 -32%
IIC
1536
Ironwood Investment Counsel
Arizona
$575K -$21.1K -281 -3%
FA
1537
Fiducient Advisors
Illinois
$574K +$601K +8,000 New
SCM
1538
Sebold Capital Management
Illinois
$574K -$47.7K -635 -7%
AA
1539
Advisory Alpha
Michigan
$573K +$129K +1,713 +27%
IWA
1540
Icon Wealth Advisors
Texas
$573K +$26.3K +350 +5%
NP
1541
Nilsine Partners
Colorado
$572K +$41.5K +553 +7%
IDA
1542
Intelligence Driven Advisers
California
$570K -$25.6K -341 -4%
SIAG
1543
Safeguard Investment Advisory Group
California
$568K +$155K +2,065 +35%
CFG
1544
Cooper Financial Group
California
$567K +$171K +2,282 +41%
CPA
1545
Capital Performance Advisors
California
$564K +$264K +3,515 +81%
AF
1546
Atala Financial
California
$564K – – –
IFWM
1547
Institute for Wealth Management
Colorado
$564K +$300 +4 +0.1%
VCAM
1548
Van Cleef Asset Management
Ohio
$561K -$263K -3,499 -31%
QL
1549
Quarry LP
New York
$559K +$469K +6,248 +407%
CC
1550
Callan Capital
California
$557K +$102K +1,364 +21%
60 61
62
63 64