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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1701
Aureus Asset Management
Massachusetts
$305K -$24.6K -414 -7%
SNBOSD
1702
Security National Bank of So Dak
Iowa
$304K -$58.4K -983 -14%
FCAG
1703
First Capital Advisors Group
New Jersey
$304K -$2.91K -49 -0.8%
VA
1704
Valmark Advisers
Ohio
$304K +$29.2K +492 +9%
IWC
1705
Integrated Wealth Concepts
Massachusetts
$303K +$45.3K +762 +15%
CF
1706
Copperwynd Financial
Arizona
$301K -$9.03K -152 -3%
FWP
1707
FAS Wealth Partners
Kansas
$300K -$70.4K -1,185 -17%
EDRIA
1708
Edmonds Duncan Registered Investment Advisors
Kansas
$300K – – –
BRM
1709
Boston Research & Management
Massachusetts
$298K -$2.87M -48,324 -89%
HL
1710
HeadInvest LLC
Maine
$298K -$17.8K -300 -5%
MWM
1711
Merriman Wealth Management
Washington
$293K -$9.56K -161 -3%
HFP
1712
Holistic Financial Partners
Indiana
$292K -$1.31K -22 -0.4%
NB
1713
Northwest Bancshares
Pennsylvania
$292K – – –
SFI
1714
SPC Financial Inc
Maryland
$291K – – –
FLPIM
1715
F.L. Putnam Investment Management
Massachusetts
$291K +$13.6K +229 +4%
SIG
1716
Sky Investment Group
Connecticut
$290K – – –
AWA
1717
Alaska Wealth Advisors
Alaska
$289K +$2.26K +38 +0.7%
UWPG
1718
Ullmann Wealth Partners Group
Florida
$288K -$41.6K -700 -11%
CCC
1719
Chelsea Counsel Company
California
$288K -$29.7K -500 -8%
SC
1720
Saybrook Capital
North Carolina
$288K – – –
FDS
1721
First Dallas Securities
Texas
$288K +$21.1K +355 +7%
SFP
1722
Shepherd Financial Partners
Massachusetts
$288K +$124K +2,087 +62%
CYG
1723
Clean Yield Group
Vermont
$287K -$13.8K -232 -4%
MSS
1724
Mitchell Sinkler & Starr
Pennsylvania
$287K +$45.4K +765 +16%
PO
1725
Private Ocean
California
$287K +$244K +4,103 +295%
67 68
69
70 71