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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1701
Elm Advisors
California
$245K – – –
VIA
1702
Vident Investment Advisory
Georgia
$245K +$12.1K +228 +5%
OIA
1703
OneDigital Investment Advisors
Kansas
$244K -$2.35M -44,143 -91%
RP
1704
Rowlandmiller & Partners
Georgia
$244K -$30.5K -574 -11%
PA
1705
Parkside Advisors
California
$243K +$234K +4,408 New
BAM
1706
Belpointe Asset Management
Nevada
$242K +$233K +4,390 New
HW
1707
Hancock Whitney
Mississippi
$241K -$2.66K -50 -1%
ICM
1708
IMS Capital Management
Oregon
$239K +$106 +2 +0%
WMG
1709
WESCAP Management Group
California
$237K -$22.6K -425 -9%
FCB
1710
First Command Bank
Texas
$237K -$17.3K -325 -7%
FCFS
1711
First Command Financial Services
Texas
$237K -$17.3K -325 -7%
SHWM
1712
Smith & Howard Wealth Management
Georgia
$236K -$17.7K -333 -7%
WA
1713
WealthTrust-Arizona
Arizona
$234K -$37.2K -700 -14%
MPM
1714
Meritage Portfolio Management
Kansas
$232K – – –
TAM
1715
Tealwood Asset Management
Minnesota
$232K +$224K +4,209 New
IP
1716
Investment Partners
Ohio
$231K -$105K -1,980 -32%
CCT
1717
Capital City Trust
Florida
$231K – – –
TCM
1718
Tradewinds Capital Management
Washington
$231K +$425 +8 +0.2%
AWM
1719
AllSquare Wealth Management
New York
$228K -$26.6K -500 -11%
NFG
1720
Nations Financial Group
Iowa
$226K -$74K -1,393 -25%
PCA
1721
Peddock Capital Advisors
Massachusetts
$226K -$2.23K -42 -1%
BFIM
1722
Beese Fulmer Investment Management
Ohio
$224K – – –
AIS
1723
American Investment Services
Massachusetts
$224K +$797 +15 +0.4%
MWM
1724
Merriman Wealth Management
Washington
$224K +$216K +4,065 New
RIA
1725
RPG Investment Advisory
California
$223K +$57.2K +1,077 +36%
67 68
69
70 71