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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1676
Blue Chip Wealth Management
Florida
$294K – – –
WAS
1677
WESPAC Advisors SoCal
California
$294K – – –
CRWM
1678
Castle Rock Wealth Management
California
$293K – – –
XSC
1679
X-Square Capital
Puerto Rico
$293K +$1.18K +24 +0.4%
PWP
1680
Private Wealth Partners
California
$293K +$3.98K +81 +1%
MIM
1681
Moseley Investment Management
Florida
$293K +$299K +6,073 New
BMC
1682
Benin Management Corp
Connecticut
$291K -$12.3K -250 -4%
SXL
1683
Summit X LLC
Missouri
$290K +$3.59K +73 +1%
LPIC
1684
LeJeune Puetz Investment Counsel
Michigan
$289K – – –
CCM
1685
Cribstone Capital Management
Maine
$288K -$26.1K -531 -8%
VAG
1686
VisionPoint Advisory Group
Texas
$288K -$17.3K -351 -6%
WG
1687
Welch Group
Alabama
$288K +$73.2K +1,488 +33%
BRM
1688
Boston Research & Management
Massachusetts
$287K – – –
LDFR
1689
Lehman & Derafelo Financial Resources
Pennsylvania
$287K – – –
MVP
1690
Miller Value Partners
Florida
$287K – – –
BMM
1691
Buffington Mohr McNeal
Idaho
$285K – – –
CCFCSB
1692
Cape Cod Five Cents Savings Bank
Massachusetts
$285K – – –
DMC
1693
Drexel Morgan & Co
Pennsylvania
$285K – – –
KP
1694
Keel Point
Alabama
$285K +$4.67K +95 +2%
SIG
1695
Sky Investment Group
Connecticut
$285K +$16K +325 +6%
RCG
1696
Ruane, Cunniff & Goldfarb
New York
$284K -$577K -11,735 -67%
DDPIC
1697
Deroy & Devereaux Private Investment Counsel
Michigan
$283K – – –
RPAM
1698
Rhenman & Partners Asset Management
Sweden
$283K – – –
KFGK
1699
Keystone Financial Group (Kentucky)
Kentucky
$283K +$288K +5,864 New
FI
1700
FormulaFolio Investments
Michigan
$282K -$523K -10,642 -65%
66 67
68
69 70