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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1701
VSM Wealth Advisory
Maryland
$588K -$4.02K -50 -0.7%
CL
1702
COWA LLC
Oklahoma
$587K – – –
CA
1703
Cache Advisors
California
$587K – – –
LC
1704
Lincoln Capital
Nebraska
$586K -$8.6K -107 -1%
HNWAG
1705
High Net Worth Advisory Group
Florida
$585K +$148K +1,843 +35%
CCWM
1706
Cassaday & Co Wealth Management
Virginia
$585K -$7.15K -89 -1%
SWP
1707
Summit Wealth Partners
Florida
$584K -$1.69K -21 -0.3%
AA
1708
Auxano Advisors
Washington
$584K -$482 -6 -0.1%
GFA
1709
Gallagher Fiduciary Advisors
Illinois
$583K +$39.6K +493 +8%
MBTD
1710
Mechanics Bank - Trust Department
California
$582K – – –
RZH
1711
Relyea Zuckerberg Hanson
Connecticut
$582K +$16.4K +204 +3%
MIC
1712
Means Investment Company
Maine
$581K +$1.69K +21 +0.3%
SCA
1713
Sippican Capital Advisors
Massachusetts
$580K -$11.7K -145 -2%
APG
1714
Abacus Planning Group
South Carolina
$580K -$9.56K -119 -2%
VCM
1715
Versant Capital Management
Arizona
$579K -$192K -2,391 -25%
CPA
1716
Capital Performance Advisors
California
$579K -$383K -4,772 -41%
FB
1717
First Bancorp
Maine
$579K -$482 -6 -0.1%
MCP
1718
Mirador Capital Partners
California
$576K -$1.21K -15 -0.2%
BC
1719
Brio Consultants
California
$576K -$136K -1,689 -19%
HCMT
1720
Highland Capital Management (Tennessee)
Tennessee
$575K -$868K -10,799 -61%
ACA
1721
Arsenal Capital Advisors
Pennsylvania
$575K +$9.8K +122 +2%
CT
1722
Coastline Trust
Rhode Island
$575K -$4.1K -51 -0.7%
CPWA
1723
Cerro Pacific Wealth Advisors
California
$575K +$4.02K +50 +0.7%
CCM
1724
Charter Capital Management
Wisconsin
$574K +$241 +3 +0%
IWA
1725
IBEX Wealth Advisors
New Jersey
$573K +$1.77K +22 +0.3%
67 68
69
70 71