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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1651
Marathon Capital Management
Maryland
$216K +$214K +4,634 New
LG
1652
Leuthold Group
Minnesota
$216K +$215K +4,645 New
RIM
1653
Rockbridge Investment Management
New York
$215K +$3.79K +82 +2%
AWM
1654
Altavista Wealth Management
North Carolina
$214K -$74.1K -1,600 -26%
LW
1655
Linscomb Wealth
Texas
$214K -$60.5K -1,308 -22%
CCA
1656
Catalyst Capital Advisors
New York
$214K – – –
EIG
1657
Ellenbecker Investment Group
Wisconsin
$214K +$879 +19 +0.4%
FA
1658
Fermata Advisors
California
$214K +$4.26K +92 +2%
WAS
1659
Wealth Advisory Solutions
Indiana
$213K -$89.4K -1,931 -30%
FPIS
1660
Financial Planning & Information Services
Wisconsin
$213K +$212K +4,590 New
BMWM
1661
Brown Miller Wealth Management
Virginia
$212K +$212K +4,574 New
LJHT
1662
Laurie J. Hall Trustee
$211K – – –
SCM
1663
Silvant Capital Management
Georgia
$210K – – –
MPWT
1664
MassMutual Private Wealth & Trust
Connecticut
$207K +$92.5K +1,998 +81%
LWM
1665
Laidlaw Wealth Management
New York
$206K -$133K -2,884 -39%
WAAG
1666
Wealth Alliance Advisory Group
Kansas
$206K – – –
TFCP
1667
Twin Focus Capital Partners
Massachusetts
$206K +$206K +4,441 New
CAC
1668
Cowen and Company
New York
$205K -$854K -18,444 -81%
GAM
1669
Gould Asset Management
California
$205K -$130K -2,804 -39%
IWN
1670
Independent Wealth Network
Iowa
$205K +$182K +3,940 New
CCFCSB
1671
Cape Cod Five Cents Savings Bank
Massachusetts
$205K +$205K +4,425 New
BAM
1672
Brave Asset Management
New Jersey
$204K -$92.6K -2,000 -31%
AIM
1673
Arcadia Investment Management
Michigan
$204K – – –
BWP
1674
Bernardo Wealth Planning
Pennsylvania
$203K +$202K +4,375 New
RA
1675
Riversedge Advisors
Delaware
$203K +$202K +4,375 New
65 66
67
68 69