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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1726
Saybrook Capital
North Carolina
$266K – – –
UWPG
1727
Ullmann Wealth Partners Group
Florida
$266K – – –
JHP
1728
James Hambro & Partners
United Kingdom
$266K +$267K +5,426 New
B
1729
Bridgeworth
Alabama
$265K -$196K -3,983 -42%
SIM
1730
Stratos Investment Management
Ohio
$265K +$270K +5,491 New
WI
1731
WrapManager Inc
California
$264K +$48K +976 +22%
AA
1732
Apriem Advisors
California
$263K -$4.92K -100 -2%
THWM
1733
Taylor Hoffman Wealth Management
Virginia
$262K -$61.2K -1,245 -19%
CF
1734
Centaurus Financial
California
$262K +$69.6K +1,415 +35%
HFA
1735
Huber Financial Advisors
Illinois
$260K -$13.4K -272 -5%
F
1736
F3Logic
Minnesota
$260K +$266K +5,402 New
WWM
1737
Willingdon Wealth Management
North Carolina
$259K +$1.28K +26 +0.5%
DI
1738
Diligent Investors
California
$258K +$26.8K +545 +11%
CAM
1739
Congress Asset Management
Massachusetts
$257K -$25.3K -515 -9%
FAG
1740
Financial Advisory Group
Texas
$257K – – –
RMAM
1741
Raab & Moskowitz Asset Management
New Jersey
$257K – – –
DIA
1742
Dana Investment Advisors
Wisconsin
$257K +$262K +5,324 New
WCM
1743
Weatherstone Capital Management
Colorado
$256K -$185K -3,766 -42%
ACG
1744
Allen Capital Group
Nebraska
$256K – – –
AAM
1745
AR Asset Management
California
$256K – – –
BCM
1746
BTC Capital Management
Iowa
$256K – – –
QPWM
1747
Quadrant Private Wealth Management
Pennsylvania
$255K -$58.3K -1,186 -18%
BKA
1748
Brick & Kyle Associates
Pennsylvania
$255K – – –
RFA
1749
Reilly Financial Advisors
California
$255K +$16.4K +333 +7%
WPIC
1750
White Pine Investment Company
Michigan
$254K +$259K +5,257 New
68 69
70
71 72