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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
1601
Levin Capital Strategies
New York
$355K – – –
IHL
1602
Investment House LLC
California
$355K +$49 +1 +0%
WIP
1603
Wellesley Investment Partners
Massachusetts
$355K +$9.94K +202 +3%
AFC
1604
AFT Forsyth & Company
Florida
$353K -$29K -590 -7%
TCOO
1605
Trust Company of Oklahoma
Oklahoma
$353K -$62.7K -1,275 -15%
BRWM
1606
B. Riley Wealth Management
Tennessee
$352K -$38.1K -774 -10%
GFP
1607
Gryphon Financial Partners
Ohio
$351K -$3.2K -65 -0.9%
ACM
1608
Ategra Capital Management
Virginia
$351K +$357K +7,263 New
EIA
1609
Edgemoor Investment Advisors
Maryland
$349K -$12.7K -258 -3%
SWM
1610
Stockman Wealth Management
Montana
$348K – – –
TCB
1611
Texas Capital Bancshares
Texas
$348K – – –
NL
1612
NWAM LLC
Washington
$348K +$37.1K +754 +12%
OPTFSNA
1613
Old Point Trust & Financial Services N A
Virginia
$347K -$310K -6,300 -47%
PFA
1614
Pure Financial Advisors
California
$344K -$246 -5 -0.1%
BI
1615
Ballast Inc
Kentucky
$342K +$31.2K +635 +10%
P
1616
&Partners
Tennessee
$341K -$29.5K -600 -8%
OFW
1617
Omnia Family Wealth
Florida
$341K – – –
HKAM
1618
Horizon Kinetics Asset Management
New York
$341K +$347K +7,058 New
BP
1619
BBR Partners
New York
$339K -$83.9K -1,706 -20%
SCM
1620
Snow Capital Management
Pennsylvania
$339K +$346K +7,025 New
MJP
1621
Michael J. Puzo
$338K -$73.8K -1,500 -18%
SLF
1622
Sun Life Financial
Ontario, Canada
$336K -$247K -5,015 -42%
EB
1623
Eastern Bank
Massachusetts
$336K -$200K -4,063 -37%
LC
1624
LCNB Corp
Ohio
$336K -$32K -650 -9%
BSB
1625
Bangor Savings Bank
Maine
$335K -$326K -6,636 -49%
63 64
65
66 67