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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1701
Quantamental Technologies
New York
$282K +$287K +5,832 New
BA
1702
Birinyi Associates
Connecticut
$280K – – –
WAAG
1703
Wealth Alliance Advisory Group
Kansas
$279K -$75.3K -1,530 -21%
PCP
1704
Proficio Capital Partners
Massachusetts
$279K +$5.51K +112 +2%
CI
1705
CX Institutional
Indiana
$278K -$1.54M -31,218 -84%
DI
1706
DFPG Investments
Utah
$278K -$115K -2,341 -29%
DW
1707
Domani Wealth
Pennsylvania
$278K +$443 +9 +0.2%
LFA
1708
Legacy Financial Advisors
Kentucky
$278K +$82.8K +1,683 +41%
EDRIA
1709
Edmonds Duncan Registered Investment Advisors
Kansas
$277K – – –
CPO
1710
Cerity Partners OCIO
New York
$277K +$282K +5,732 New
TF
1711
Tompkins Financial
New York
$276K -$102K -2,072 -27%
AWA
1712
Alaska Wealth Advisors
Alaska
$275K +$2.46K +50 +0.9%
WA
1713
Waverly Advisors
Alabama
$275K +$9.89K +201 +4%
MJRIC
1714
Mogy Joel R Investment Counsel
California
$274K – – –
LSA
1715
L & S Advisors
California
$273K -$344 -7 -0.1%
CAAS
1716
Capital Asset Advisory Services
Michigan
$272K -$561K -11,401 -67%
HR
1717
Hardy Reed
Mississippi
$272K – – –
TCM
1718
Telos Capital Management
California
$272K +$11.5K +234 +4%
SBSB
1719
Sullivan, Bruyette, Speros & Blaney
Virginia
$271K -$9.49K -193 -3%
SNBOSCI
1720
Security National Bank of Sioux City Iowa
Iowa
$269K -$2.46K -50 -0.9%
PGA
1721
Premia Global Advisors
Florida
$269K +$275K +5,585 New
CAMG
1722
CWA Asset Management Group
Florida
$268K -$201K -4,084 -42%
PHS
1723
Pekin Hardy Strauss
Illinois
$267K -$44.3K -900 -14%
BFC
1724
Bedel Financial Consulting
Indiana
$267K +$10.4K +212 +4%
WIA
1725
Westbourne Investment Advisors
Maryland
$266K -$19.7K -400 -7%
67 68
69
70 71