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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1601
Global Financial Private Capital
Florida
$390K -$477K -8,906 -56%
SAA
1602
Southeast Asset Advisors
Georgia
$390K – – –
SWM
1603
Stockman Wealth Management
Montana
$390K +$13.9K +260 +4%
JWM
1604
JGP Wealth Management
Oregon
$389K +$376K +7,016 New
SAM
1605
SignalPoint Asset Management
Missouri
$387K +$1.98K +37 +0.5%
OFW
1606
Omnia Family Wealth
Florida
$385K -$35.1K -656 -9%
THWM
1607
Taylor Hoffman Wealth Management
Virginia
$384K – – –
TC
1608
TradeLink Capital
Illinois
$383K +$370K +6,900 New
BMC
1609
Benin Management Corp
Connecticut
$382K – – –
SNBOSCI
1610
Security National Bank of Sioux City Iowa
Iowa
$382K +$369K +6,885 New
RIG
1611
Renaissance Investment Group
Massachusetts
$380K – – –
LRPA
1612
L. Roy Papp & Associates
Arizona
$380K +$589 +11 +0.2%
BFG
1613
Bouchey Financial Group
New York
$377K – – –
FRM
1614
Fox Run Management
Connecticut
$377K +$364K +6,798 New
PHK
1615
Point72 Hong Kong
Hong Kong
$376K +$363K +6,782 New
BCM
1616
BTC Capital Management
Iowa
$374K -$541K -10,091 -60%
PIA
1617
Peachtree Investment Advisors
Georgia
$374K – – –
RP
1618
Riverbridge Partners
Minnesota
$373K – – –
NEPWA
1619
New England Private Wealth Advisors
Massachusetts
$373K +$11.8K +220 +3%
CCM
1620
Compass Capital Management
Minnesota
$372K -$24.1K -450 -6%
KP
1621
Keel Point
Alabama
$372K – – –
HS
1622
HighVista Strategies
Massachusetts
$371K +$107K +2,000 +43%
EWM
1623
Evermay Wealth Management
Virginia
$370K -$2.57K -48 -0.7%
CF
1624
Copperwynd Financial
Arizona
$369K +$48.2K +900 +16%
CG
1625
CFO4Life Group
Texas
$369K +$2.82M +52,718 +381%
63 64
65
66 67