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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1701
Bison Wealth
Georgia
$297K -$96.5K -1,803 -23%
CCIA
1702
Cherry Creek Investment Advisors
Colorado
$297K +$1.07K +20 +0.3%
NIM
1703
NuWave Investment Management
New Jersey
$297K +$58.8K +1,099 +22%
DU
1704
Delphia (USA)
Ontario, Canada
$297K +$328K +6,137 New
RP
1705
Riverbridge Partners
Minnesota
$296K – – –
GCP
1706
GSA Capital Partners
United Kingdom
$296K +$327K +6,106 New
MSAM
1707
Moloney Securities Asset Management
Missouri
$294K -$50.1K -936 -13%
KFP
1708
KMG Fiduciary Partners
Ohio
$294K -$11.8K -221 -4%
KNW
1709
Kesler Norman & Wride
Utah
$294K +$428 +8 +0.1%
SIA
1710
SeaBridge Investment Advisors
New Jersey
$293K -$685K -12,795 -68%
RWP
1711
RWA Wealth Partners
Massachusetts
$292K -$99.1K -1,851 -24%
RMDI
1712
R.M. Davis Inc
Maine
$292K +$322K +6,018 New
BWP
1713
Bernardo Wealth Planning
Pennsylvania
$292K +$323K +6,027 New
ACM
1714
Avalon Capital Management
California
$291K -$1.45K -27 -0.4%
JAIC
1715
Josh Arnold Investment Consultant
Minnesota
$291K – – –
SMA
1716
Sage Mountain Advisors
Georgia
$290K -$159K -2,964 -33%
PNC
1717
Park National Corp
Ohio
$288K -$61.8K -1,155 -16%
FA
1718
Faithward Advisors
Pennsylvania
$287K – – –
OAM
1719
Occidental Asset Management
California
$285K -$1.63M -30,515 -84%
LFASL
1720
Lugano Financial Advisors SA (LFA)
Switzerland
$285K – – –
SSC
1721
Syverson Strege & Co
Iowa
$285K +$114K +2,122 +56%
BAM
1722
Barrett Asset Management
New York
$284K +$2.09K +39 +0.7%
PAG
1723
Powers Advisory Group
Illinois
$283K -$26.3K -491 -8%
BTW
1724
Boston Trust Walden
Massachusetts
$282K -$182K -3,400 -37%
GWS
1725
Glassman Wealth Services
Virginia
$282K +$29.3K +547 +10%
67 68
69
70 71