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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Centric Wealth Management
Illinois
– -$426K -16,638 Closed
WWM
1702
Windsor Wealth Management
Indiana
– -$426K -16,627 Closed
SBA
1703
Secrest Blakey & Associates
North Carolina
– -$421K -16,461 Closed
FIB
1704
First Interstate Bank
Montana
– -$421K -16,455 Closed
HA
1705
HC Advisors
Georgia
– -$404K -15,767 Closed
CPC
1706
Congress Park Capital
New York
– -$381K -14,870 Closed
FMWA
1707
Forvis Mazars Wealth Advisors
Missouri
– -$380K -14,859 Closed
BFA
1708
Beacon Financial Advisory
Ohio
– -$373K -14,591 Closed
EWM
1709
Empirical Wealth Management
Washington
– -$372K -14,525 Closed
SKK
1710
Shepherd Kaplan Krochuk
Massachusetts
– -$371K -14,500 Closed
HCM
1711
Hollencrest Capital Management
California
– -$368K -14,378 Closed
PP
1712
Pegasus Partners
Wisconsin
– -$362K -14,127 Closed
LOAMS
1713
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$352K -13,764 Closed
KJWM
1714
Kiley Juergens Wealth Management
Washington
– -$351K -13,719 Closed
WI
1715
WBI Investments
New Jersey
– -$348K -13,603 Closed
FRM
1716
Fox Run Management
Connecticut
– -$348K -13,590 Closed
IPW
1717
Inlet Private Wealth
Florida
– -$340K -13,263 Closed
SMFS
1718
Squar Milner Financial Services
California
– -$334K -13,046 Closed
SIM
1719
Stratos Investment Management
Ohio
– -$333K -12,996 Closed
IA
1720
Icon Advisers
Colorado
– -$325K -12,700 Closed
PIA
1721
Perennial Investment Advisors
California
– -$322K -12,581 Closed
GP
1722
Girard Partners
Pennsylvania
– -$321K -12,557 Closed
BIA
1723
BHK Investment Advisors
Alabama
– -$321K -12,547 Closed
WI
1724
WrapManager Inc
California
– -$321K -12,545 Closed
CST
1725
Charles Schwab Trust
Nevada
– -$319K -12,473 Closed
67 68
69
70 71