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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1726
Caledonia Investments (Australia)
Australia
$241K – – –
HL
1727
HeadInvest LLC
Maine
$241K +$4.68K +100 +2%
PO
1728
Private Ocean
California
$240K – – –
EWF
1729
Epstein & White Financial
California
$240K +$140 +3 +0.1%
RMDI
1730
R.M. Davis Inc
Maine
$240K +$8.98K +192 +4%
RFA
1731
Reilly Financial Advisors
California
$239K -$10.4K -222 -4%
APW
1732
Acima Private Wealth
Virginia
$238K – – –
FC
1733
Fore Capital
New York
$237K +$234K +5,000 New
NME
1734
Notis-McConarty Edward
$236K -$126K -2,700 -35%
VA
1735
Valmark Advisers
Ohio
$236K – – –
LSA
1736
L & S Advisors
California
$235K -$32.3K -690 -12%
TI
1737
Truepoint Inc
Ohio
$235K +$232K +4,963 New
LFA
1738
Legacy Financial Advisors
Kentucky
$233K -$38.5K -823 -14%
CBTWT
1739
Community Bank & Trust (Waco, Texas)
Texas
$233K – – –
CG
1740
Corundum Group
Colorado
$233K +$1.73K +37 +0.8%
RCG
1741
Ruane, Cunniff & Goldfarb
New York
$232K -$45.5K -974 -17%
ACG
1742
Allen Capital Group
Nebraska
$232K -$18.7K -400 -8%
CNB
1743
Camden National Bank
Maine
$232K -$4.44K -95 -2%
TFCP
1744
Twin Focus Capital Partners
Massachusetts
$232K +$229K +4,894 New
BFA
1745
Benedict Financial Advisors
Georgia
$231K +$608 +13 +0.3%
WI
1746
Wedgewood Investors
Pennsylvania
$231K +$6.92K +148 +3%
HR
1747
Hayden Royal
North Carolina
$231K +$230K +4,908 New
DW
1748
Domani Wealth
Pennsylvania
$230K -$42.2K -903 -16%
QPWM
1749
Quadrant Private Wealth Management
Pennsylvania
$229K -$19.7K -421 -8%
BMCM
1750
Bryn Mawr Capital Management
Pennsylvania
$227K – – –
68 69
70
71 72