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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1601
Sullivan, Bruyette, Speros & Blaney
Virginia
$163K -$24.5K -577 -9%
JFGIW
1602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K -$20.4K -480 -8%
SWA
1603
Sutton Wealth Advisors
Florida
$161K -$52K -1,223 -18%
CF
1604
Centaurus Financial
California
$160K +$78.9K +1,856 +50%
ACM
1605
AUA Capital Management
Pennsylvania
$159K – – –
USGIU
1606
U.S. Global Investors (USGI)
Texas
$154K +$228K +5,358 New
SIAS
1607
Shine Investment Advisory Services
Colorado
$153K +$31.5K +741 +16%
WWM
1608
Willingdon Wealth Management
North Carolina
$151K -$6.84K -161 -3%
PO
1609
Private Ocean
California
$150K +$4.93K +116 +2%
OC
1610
Oakworth Capital
Alabama
$148K – – –
KC
1611
Knuff & Co
California
$146K +$4.25K +100 +2%
DWA
1612
Dougherty Wealth Advisers
Minnesota
$145K – – –
MHR
1613
Matthew Hamilton Rosenberg
$145K +$6.12M +144,045 New
APW
1614
Acima Private Wealth
Virginia
$144K – – –
SM
1615
SG3 Management
Puerto Rico
$144K – – –
CB
1616
CNB Bank
Pennsylvania
$137K -$41.1K -967 -17%
LWS
1617
Lucia Wealth Services
California
$137K +$199K +4,680 +4,500%
GS
1618
Gagnon Securities
New York
$136K – – –
SM
1619
Salzhauer Michael
$135K -$412K -9,696 -67%
SCM
1620
Silvant Capital Management
Georgia
$130K – – –
JWA
1621
JFS Wealth Advisors
Pennsylvania
$130K +$132K +3,103 +215%
PW
1622
Price Wealth
Texas
$129K -$1.7K -40 -0.9%
ATC
1623
Adirondack Trust Company
New York
$129K +$8.71K +205 +5%
RFA
1624
Reilly Financial Advisors
California
$128K -$7.78K -183 -4%
SAM
1625
S.A. Mason
Michigan
$127K – – –
63 64
65
66 67