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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
1701
Capstone Wealth Management (Alabama)
Alabama
$593K +$576K +7,173 New
LA
1702
Lynch & Associates
Indiana
$592K -$402 -5 -0.1%
DIM
1703
Delta Investment Management
California
$590K +$80 +1 +0%
LA
1704
Lakeside Advisors
Washington
$589K -$16.1K -200 -3%
BFP
1705
Birchwood Financial Partners
Minnesota
$589K – – –
GH
1706
GLP Holdings
Georgia
$588K – – –
VWA
1707
VSM Wealth Advisory
Maryland
$588K -$4.02K -50 -0.7%
CL
1708
COWA LLC
Oklahoma
$587K – – –
CA
1709
Cache Advisors
California
$587K – – –
LC
1710
Lincoln Capital
Nebraska
$586K -$8.6K -107 -1%
HNWAG
1711
High Net Worth Advisory Group
Florida
$585K +$148K +1,843 +35%
CCWM
1712
Cassaday & Co Wealth Management
Virginia
$585K -$7.15K -89 -1%
SWP
1713
Summit Wealth Partners
Florida
$584K -$1.69K -21 -0.3%
AA
1714
Auxano Advisors
Washington
$584K -$482 -6 -0.1%
GFA
1715
Gallagher Fiduciary Advisors
Illinois
$583K +$39.6K +493 +8%
MBTD
1716
Mechanics Bank - Trust Department
California
$582K – – –
RZH
1717
Relyea Zuckerberg Hanson
Connecticut
$582K +$16.4K +204 +3%
MIC
1718
Means Investment Company
Maine
$581K +$1.69K +21 +0.3%
SCA
1719
Sippican Capital Advisors
Massachusetts
$580K -$11.7K -145 -2%
APG
1720
Abacus Planning Group
South Carolina
$580K -$9.56K -119 -2%
VCM
1721
Versant Capital Management
Arizona
$579K -$192K -2,391 -25%
CPA
1722
Capital Performance Advisors
California
$579K -$383K -4,772 -41%
FB
1723
First Bancorp
Maine
$579K -$482 -6 -0.1%
MCP
1724
Mirador Capital Partners
California
$576K -$1.21K -15 -0.2%
BC
1725
Brio Consultants
California
$576K -$136K -1,689 -19%
67 68
69
70 71