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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1626
Blue Chip Wealth Management
Florida
$389K -$10.5K -200 -3%
W
1627
Wealthquest
Ohio
$389K – – –
SM
1628
Sciencast Management
New Jersey
$389K +$382K +7,303 New
LNB
1629
Ledyard National Bank
$388K +$16.7K +319 +5%
FDCC
1630
Foster Dykema Cabot & Co
Massachusetts
$387K -$9.43K -180 -2%
QT
1631
Quantamental Technologies
New York
$387K +$377K +7,195 New
NQWM
1632
Northwest Quadrant Wealth Management
Oregon
$386K -$48.3K -922 -11%
V
1633
VeraBank
Texas
$385K -$3.51K -67 -0.9%
AW
1634
Avion Wealth
Texas
$385K – – –
OWA
1635
One Wealth Advisors
California
$385K +$87.2K +1,664 +30%
PIM
1636
Penobscot Investment Management
Massachusetts
$384K -$26.2K -500 -7%
BWM
1637
Buckley Wealth Management
Nevada
$384K – – –
SAA
1638
Southeast Asset Advisors
Georgia
$383K +$157 +3 +0%
CYG
1639
Clean Yield Group
Vermont
$382K -$7.33K -140 -2%
DA
1640
Doliver Advisors
Texas
$381K -$25.6K -488 -6%
WC
1641
Weil Company
California
$381K +$43.2K +824 +13%
DIA
1642
Dean Investment Associates
Ohio
$380K -$49.8K -951 -12%
MCM
1643
Murphy Capital Management
New Jersey
$379K -$34K -650 -8%
22CM
1644
20/20 Capital Management
California
$378K +$413K +7,877 New
ACM
1645
Adalta Capital Management
New York
$377K – – –
ADBIC
1646
A.D. Beadell Investment Counsel
Wisconsin
$377K – – –
PCFFS
1647
Pacific Center for Financial Services
California
$376K +$49.4K +944 +16%
GVAG
1648
Great Valley Advisor Group
Delaware
$375K -$4.45K -85 -1%
HFP
1649
Holistic Financial Partners
Indiana
$375K +$76.2K +1,454 +26%
KA
1650
Kovack Advisors
Florida
$374K -$42.9K -820 -11%
64 65
66
67 68