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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1601
Bourgeon Capital Management
Connecticut
$416K – – –
EC
1602
EJF Capital
Virginia
$416K +$134K +2,500 +50%
GWS
1603
Glassman Wealth Services
Virginia
$415K -$14.2K -265 -3%
AF
1604
Affiance Financial
Minnesota
$414K +$5.36K +100 +1%
UWPG
1605
Ullmann Wealth Partners Group
Florida
$414K +$16.1K +300 +4%
FMC
1606
First Merchants Corp
Indiana
$413K +$26.8K +500 +7%
PIA
1607
Peachtree Investment Advisors
Georgia
$412K – – –
MC
1608
Miles Capital
Iowa
$411K -$979K -18,281 -71%
PLFAM
1609
Pineno Levin & Ford Asset Management
Virginia
$411K – – –
BWFM
1610
Bridgewater Wealth & Financial Management
Maryland
$411K +$76.5K +1,427 +24%
PFO
1611
Pathstone Family Office
New Jersey
$406K -$11.4K -212 -3%
RPAM
1612
Rhenman & Partners Asset Management
Sweden
$405K – – –
PA
1613
Probity Advisors
Texas
$405K +$22.4K +418 +6%
DHFB
1614
Dixon Hubard Feinour & Brown
Virginia
$405K +$80.4K +1,500 +26%
IHL
1615
Investment House LLC
California
$403K -$21.4K -400 -5%
HHC
1616
Hutchin Hill Capital
New York
$399K -$37.5K -700 -9%
MSFP
1617
Mark Sheptoff Financial Planning
Connecticut
$399K -$21.5K -401 -5%
AB
1618
Atlas Brown
Kentucky
$397K -$24.3K -453 -6%
AWM
1619
AE Wealth Management
Kansas
$397K +$384K +7,164 New
TCOO
1620
Trust Company of Oklahoma
Oklahoma
$396K – – –
I2I
1621
Insight 2811 Inc
Illinois
$396K +$20.3K +378 +6%
DWM
1622
Destination Wealth Management
California
$395K -$222K -4,149 -37%
CNB
1623
Camden National Bank
Maine
$393K +$126K +2,353 +50%
FWP
1624
FAS Wealth Partners
Kansas
$392K +$2.25K +42 +0.6%
TSW
1625
Thompson Siegel & Walmsley
Virginia
$392K +$22.8K +425 +6%
63 64
65
66 67