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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Valmark Advisers
1676
Valmark Advisers
Ohio
$352K +$38.3K +731 +13%
IWA
1677
Intercontinental Wealth Advisors
Texas
$350K -$178K -3,390 -32%
BWP
1678
Bernardo Wealth Planning
Pennsylvania
$349K -$33.7K -643 -9%
BFIC
1679
Bedell Frazier Investment Counselling
California
$344K – – –
FMB
1680
Field & Main Bank
Kentucky
$342K -$99.5K -1,900 -23%
AFC
1681
AFT Forsyth & Company
Florida
$342K – – –
Quantinno Capital Management
1682
Quantinno Capital Management
New York
$342K +$30.4K +580 +10%
&Partners
1683
&Partners
Tennessee
$340K – – –
OFS
1684
OneAscent Financial Services
Alabama
$340K +$331K +6,314 New
MJP
1685
Michael J. Puzo
$339K -$10.5K -200 -3%
JLBC
1686
J.L. Bainbridge & Co
Florida
$339K – – –
HTHT
1687
Hemenway Trust Hemenway Trust
New Hampshire
$339K +$39.9K +762 +14%
ATFA
1688
All Terrain Financial Advisors
Minnesota
$338K – – –
SBSB
1689
Sullivan, Bruyette, Speros & Blaney
Virginia
$337K -$84.7K -1,618 -21%
MCM
1690
McRae Capital Management
New Jersey
$337K – – –
AWM
1691
Aevitas Wealth Management
Massachusetts
$336K -$46K -879 -13%
CWM
1692
Confluence Wealth Management
Oregon
$336K – – –
SWA
1693
Stratos Wealth Advisors
Ohio
$335K -$875K -16,704 -73%
SXL
1694
Summit X LLC
Missouri
$335K -$7.33K -140 -2%
BWA
1695
Burt Wealth Advisors
Maryland
$333K – – –
TFS
1696
TrustCore Financial Services
Tennessee
$333K +$13.7K +261 +4%
CA
1697
Continuum Advisory
Idaho
$332K -$52 -1 -0%
LCM
1698
Liberty Capital Management
Michigan
$332K – – –
KOMWMG
1699
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$332K +$323K +6,171 New
FHA
1700
Flagship Harbor Advisors
Massachusetts
$331K -$15.3K -293 -5%