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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1701
J.W. Burns & Co
New York
$272K -$20K -350 -6%
CWM
1702
Cabot Wealth Management
Massachusetts
$272K – – –
TCM
1703
Telos Capital Management
California
$272K +$80.8K +1,415 +38%
CCM
1704
Compass Capital Management
Minnesota
$271K -$88.8K -1,555 -23%
WCM
1705
Weatherstone Capital Management
Colorado
$271K +$20.3K +355 +7%
CA
1706
Callahan Advisors
Texas
$267K +$41.8K +732 +17%
PCFFS
1707
Pacific Center for Financial Services
California
$266K +$114 +2 +0%
SIC
1708
Sigma Investment Counselors
Michigan
$265K -$28.7K -502 -9%
FFC
1709
First Financial Corp
Indiana
$264K – – –
PL
1710
Parthenon LLC
Kentucky
$264K – – –
MSR
1711
Main Street Research
Connecticut
$263K -$20.3K -356 -7%
GS
1712
Gagnon Securities
New York
$263K +$285K +5,000 New
MTCM
1713
Mint Tower Capital Management
Netherlands
$263K +$285K +5,000 New
TM
1714
Thiel Macro
California
$263K +$285K +5,000 New
FFIC
1715
First Fiduciary Investment Counsel
Ohio
$262K – – –
CAGAS
1716
Capital Advisory Group Advisory Services
Minnesota
$262K +$65.8K +1,152 +30%
SEIA
1717
Signature Estate & Investment Advisors
California
$260K +$283K +4,953 New
GFPC
1718
Global Financial Private Capital
Florida
$259K -$120K -2,106 -30%
SHWM
1719
Smith & Howard Wealth Management
Georgia
$259K – – –
EWF
1720
Epstein & White Financial
California
$259K +$1.31K +23 +0.5%
FLPIM
1721
F.L. Putnam Investment Management
Massachusetts
$259K +$23K +403 +9%
CBTWT
1722
Community Bank & Trust (Waco, Texas)
Texas
$258K – – –
PO
1723
Private Ocean
California
$257K -$28.5K -500 -9%
RWM
1724
RKL Wealth Management
Pennsylvania
$257K +$2.11K +37 +0.8%
PGWM
1725
Parisi Gray Wealth Management
New Jersey
$255K +$11.6K +203 +4%
67 68
69
70 71