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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1701
Baskin Financial Services
Ontario, Canada
$397K – – –
AF
1702
Affiance Financial
Minnesota
$392K -$60.5K -1,072 -14%
TCB
1703
Texas Capital Bancshares
Texas
$389K -$2.26K -40 -0.6%
JGIA
1704
Jackson Grant Investment Advisers
Connecticut
$388K +$47K +832 +15%
WIP
1705
Wellesley Investment Partners
Massachusetts
$385K – – –
UWPG
1706
Ullmann Wealth Partners Group
Florida
$384K +$350K +6,202 New
CVM
1707
Cheviot Value Management
California
$383K -$9.38K -166 -3%
LC
1708
Lincoln Capital
Nebraska
$381K +$29.4K +520 +9%
WWM
1709
Willingdon Wealth Management
North Carolina
$380K +$11.2K +199 +3%
BC
1710
Barnett & Company
Tennessee
$379K -$246K -4,360 -41%
MSFP
1711
Mark Sheptoff Financial Planning
Connecticut
$379K -$45.2K -800 -11%
WC
1712
Weil Company
California
$379K +$353K +6,252 New
LTI
1713
Laffer Tengler Investments
Tennessee
$378K -$56.1K -993 -14%
AAM
1714
Aureus Asset Management
Massachusetts
$378K +$17.9K +317 +5%
CAM
1715
Congress Asset Management
Massachusetts
$376K -$22.6K -400 -6%
SCG
1716
Sonata Capital Group
Washington
$376K – – –
BWA
1717
Burt Wealth Advisors
Maryland
$376K +$55.2K +977 +19%
FIAS
1718
FinTrust Investment Advisory Services
South Carolina
$375K -$40.4K -716 -10%
CCP
1719
Clarkston Capital Partners
Michigan
$373K – – –
SCM
1720
Snow Capital Management
Pennsylvania
$372K -$8.75K -155 -2%
NEPWA
1721
New England Private Wealth Advisors
Massachusetts
$371K -$28.5K -504 -8%
PCM
1722
Palisade Capital Management
New Jersey
$370K -$720K -12,750 -68%
FCFC
1723
First Commonwealth Financial Corp
Pennsylvania
$369K -$68.6K -1,214 -17%
WAS
1724
WESPAC Advisors SoCal
California
$369K – – –
FI
1725
FormulaFolio Investments
Michigan
$369K +$82.2K +1,455 +31%
67 68
69
70 71