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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
1701
Summit Wealth & Retirement Planning
California
$273K +$303K +5,916 New
ATFA
1702
All Terrain Financial Advisors
Minnesota
$272K -$124K -2,427 -29%
SWM
1703
SVA Wealth Management
Wisconsin
$272K -$63.6K -1,242 -17%
WIA
1704
Westbourne Investment Advisors
Maryland
$272K -$29.5K -575 -9%
CCFCSB
1705
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
DMC
1706
Drexel Morgan & Co
Pennsylvania
$272K – – –
BMM
1707
Buffington Mohr McNeal
Idaho
$271K – – –
EPA
1708
Element Pointe Advisors
Florida
$271K +$301K +5,882 New
DDPIC
1709
Deroy & Devereaux Private Investment Counsel
Michigan
$270K -$51.2K -1,000 -15%
RPAM
1710
Rhenman & Partners Asset Management
Sweden
$270K – – –
NGA
1711
Naples Global Advisors
Florida
$269K -$7.48K -146 -3%
CAM
1712
Congress Asset Management
Massachusetts
$269K – – –
KP
1713
Keel Point
Alabama
$268K -$54.4K -1,063 -15%
SXL
1714
Summit X LLC
Missouri
$268K +$8.25K +161 +3%
BA
1715
Birinyi Associates
Connecticut
$267K -$23.3K -455 -7%
SBSB
1716
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K +$68.8K +1,344 +30%
DW
1717
Domani Wealth
Pennsylvania
$265K +$359 +7 +0.1%
ACG
1718
Allen Capital Group
Nebraska
$265K +$61.2K +1,195 +29%
EDRIA
1719
Edmonds Duncan Registered Investment Advisors
Kansas
$264K – – –
BOPW
1720
Brandywine Oak Private Wealth
Pennsylvania
$264K +$294K +5,732 New
MJRIC
1721
Mogy Joel R Investment Counsel
California
$262K -$201K -3,920 -41%
FFIC
1722
First Fiduciary Investment Counsel
Ohio
$262K – – –
RP
1723
Riverbridge Partners
Minnesota
$261K -$54.3K -1,060 -16%
PCP
1724
Proficio Capital Partners
Massachusetts
$261K +$3.64K +71 +1%
HFA
1725
Huber Financial Advisors
Illinois
$261K +$13.9K +272 +5%
67 68
69
70 71