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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1701
Verus Capital Partners
Arizona
$503K +$31.8K +441 +8%
MCM
1702
Mengis Capital Management
Oregon
$502K -$21.6K -299 -5%
CLOS
1703
Compagnie Lombard Odier SCmA
Switzerland
$501K – – –
SFP
1704
SwitchPoint Financial Planning
Utah
$500K +$3.17K +44 +0.7%
RWA
1705
Redhawk Wealth Advisors
Minnesota
$500K +$937 +13 +0.2%
LB
1706
Legacy Bridge
Iowa
$499K – – –
ZIG
1707
Zullo Investment Group
Pennsylvania
$498K -$7.86K -109 -2%
TIA
1708
Traphagen Investment Advisors
New Jersey
$498K -$16.5K -229 -4%
BWAM
1709
Boyd Watterson Asset Management
Ohio
$498K -$2.31K -32 -0.5%
WPA
1710
Wealth Preservation Advisors
Tennessee
$498K +$1.3K +18 +0.3%
VCM
1711
Versant Capital Management
Arizona
$498K -$215K -2,975 -32%
TGAM
1712
TBH Global Asset Management
Tennessee
$498K -$16.2K -224 -3%
HIG
1713
Heritage Investment Group
Florida
$497K – – –
PCP
1714
Perbak Capital Partners
United Kingdom
$497K +$447K +6,199 New
AB
1715
Atlas Brown
Kentucky
$496K -$43.9K -609 -9%
JCM
1716
Jacobsen Capital Management
Utah
$496K +$49.6K +688 +13%
FNBTCON
1717
First National Bank & Trust Co of Newtown
Pennsylvania
$495K – – –
MW
1718
Maia Wealth
Colorado
$495K -$108K -1,492 -19%
CMAI
1719
Capital Management Associates Inc
Minnesota
$494K +$178K +2,464 +67%
WOC
1720
West Oak Capital
California
$494K -$2.52K -35 -0.6%
AA
1721
Alpha Advisors
Virginia
$493K -$24.7K -342 -5%
KSWA
1722
Kathleen S. Wright Associates
Pennsylvania
$493K -$72.1K -1,000 -14%
MFC
1723
Morris Financial Concepts
South Carolina
$492K – – –
NG
1724
Novem Group
New York
$491K +$26.2K +364 +6%
AWA
1725
Alaska Wealth Advisors
Alaska
$490K +$5.7K +79 +1%
67 68
69
70 71