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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCCM
1601
Bridge Creek Capital Management
Massachusetts
$620K – – –
TP
1602
Tranquility Partners
Tennessee
$618K +$598K +7,374 New
EGA
1603
E&G Advisors
Texas
$616K -$55.3K -682 -8%
TCM
1604
Tradewinds Capital Management
Washington
$616K – – –
PCI
1605
Pacifica Capital Investments
Texas
$615K – – –
BWP
1606
BlueStem Wealth Partners
Minnesota
$615K -$109K -1,349 -16%
GAA
1607
Global Assets Advisory
Florida
$614K – – –
ST
1608
Sageworth Trust
Pennsylvania
$613K +$593K +7,312 New
LRPA
1609
L. Roy Papp & Associates
Arizona
$613K -$218K -2,693 -27%
HR
1610
Howe & Rusling
New York
$613K +$38K +469 +7%
IIC
1611
Ironwood Investment Counsel
Arizona
$610K -$27.6K -340 -4%
LA
1612
Lakeside Advisors
Washington
$610K – – –
FA
1613
Fermata Advisors
California
$609K – – –
FC
1614
Farringdon Capital
United Kingdom
$607K -$130K -1,609 -18%
CWS
1615
Confluence Wealth Services
Pennsylvania
$606K +$11.6K +143 +2%
AFT
1616
Alpha Family Trust
California
$605K – – –
CT
1617
Coastline Trust
Rhode Island
$603K +$17.8K +220 +3%
PRP
1618
Peak Retirement Planning
Ohio
$603K +$36K +444 +7%
MA
1619
MONECO Advisors
Connecticut
$602K +$6.81K +84 +1%
AI
1620
Atom Investors
Texas
$600K -$2.79M -34,458 -83%
CWM
1621
Connecticut Wealth Management
Connecticut
$599K -$6.16K -76 -1%
CL
1622
COWA LLC
Oklahoma
$599K -$38.9K -480 -6%
SAM
1623
Secure Asset Management
Michigan
$598K +$46K +567 +8%
WDL
1624
Well Done LLC
Michigan
$598K -$6.81K -84 -1%
LRIA
1625
Leonard Rickey Investment Advisors
Washington
$598K +$30.7K +378 +6%
63 64
65
66 67