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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1726
Huber Financial Advisors
Illinois
$365K +$340K +6,012 New
CCC
1727
Chelsea Counsel Company
California
$364K -$695K -12,300 -67%
PWP
1728
Private Wealth Partners
California
$363K -$695K -12,305 -67%
HL
1729
HeadInvest LLC
Maine
$363K -$55.9K -990 -14%
BMM
1730
Buffington Mohr McNeal
Idaho
$363K – – –
CGL
1731
Clarius Group LLC
Washington
$362K +$2.26K +40 +0.7%
CCFCSB
1732
Cape Cod Five Cents Savings Bank
Massachusetts
$362K +$9.38K +166 +3%
SXL
1733
Summit X LLC
Missouri
$362K +$20.1K +355 +6%
JWBC
1734
J.W. Burns & Co
New York
$358K – – –
CF
1735
Copperwynd Financial
Arizona
$358K +$333K +5,900 New
FNBOH
1736
First National Bank of Hutchinson
Kansas
$357K – – –
FCAG
1737
First Capital Advisors Group
New Jersey
$355K +$330K +5,851 New
HIC
1738
Harvey Investment Company
Kentucky
$353K – – –
QPWM
1739
Quadrant Private Wealth Management
Pennsylvania
$350K +$325K +5,761 New
NCM
1740
Novare Capital Management
North Carolina
$349K -$307K -5,429 -49%
MWM
1741
Merriman Wealth Management
Washington
$349K +$95.3K +1,687 +42%
CFA
1742
Capstone Financial Advisors
Illinois
$348K -$107K -1,894 -25%
EDRIA
1743
Edmonds Duncan Registered Investment Advisors
Kansas
$347K -$5.42K -96 -2%
CYG
1744
Clean Yield Group
Vermont
$346K -$56.9K -1,007 -15%
SIC
1745
Sigma Investment Counselors
Michigan
$342K -$3.39K -60 -1%
CAL
1746
Capital Analysts LLC
Pennsylvania
$340K – – –
AL
1747
AJO LP
Pennsylvania
$339K -$849K -15,024 -73%
FAG
1748
Financial Advisory Group
Texas
$339K +$2.82K +50 +0.9%
HFP
1749
Holistic Financial Partners
Indiana
$339K +$316K +5,589 New
NB
1750
Northwest Bancshares
Pennsylvania
$338K +$314K +5,565 New
68 69
70
71 72