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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1676
Intercontinental Wealth Advisors
Texas
$350K -$178K -3,390 -32%
BWP
1677
Bernardo Wealth Planning
Pennsylvania
$349K -$33.7K -643 -9%
BFIC
1678
Bedell Frazier Investment Counselling
California
$344K – – –
FMB
1679
Field & Main Bank
Kentucky
$342K -$99.5K -1,900 -23%
AFC
1680
AFT Forsyth & Company
Florida
$342K – – –
QCM
1681
Quantinno Capital Management
New York
$342K +$30.4K +580 +10%
P
1682
&Partners
Tennessee
$340K – – –
OFS
1683
OneAscent Financial Services
Alabama
$340K +$331K +6,314 New
MJP
1684
Michael J. Puzo
$339K -$10.5K -200 -3%
JLBC
1685
J.L. Bainbridge & Co
Florida
$339K – – –
HTHT
1686
Hemenway Trust Hemenway Trust
New Hampshire
$339K +$39.9K +762 +14%
ATFA
1687
All Terrain Financial Advisors
Minnesota
$338K – – –
SBSB
1688
Sullivan, Bruyette, Speros & Blaney
Virginia
$337K -$84.7K -1,618 -21%
MCM
1689
McRae Capital Management
New Jersey
$337K – – –
AWM
1690
Aevitas Wealth Management
Massachusetts
$336K -$46K -879 -13%
CWM
1691
Confluence Wealth Management
Oregon
$336K – – –
SWA
1692
Stratos Wealth Advisors
Ohio
$335K -$875K -16,704 -73%
SXL
1693
Summit X LLC
Missouri
$335K -$7.33K -140 -2%
BWA
1694
Burt Wealth Advisors
Maryland
$333K – – –
TFS
1695
TrustCore Financial Services
Tennessee
$333K +$13.7K +261 +4%
CA
1696
Continuum Advisory
Idaho
$332K -$52 -1 -0%
LCM
1697
Liberty Capital Management
Michigan
$332K – – –
KOMWMG
1698
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$323K +6,171 New
FHA
1699
Flagship Harbor Advisors
Massachusetts
$331K -$15.3K -293 -5%
WC
1700
Westhampton Capital
North Carolina
$331K +$10.5K +200 +3%
66 67
68
69 70