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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1726
Vivaldi Capital Management
Illinois
$242K -$196K -4,154 -46%
BFA
1727
Benedict Financial Advisors
Georgia
$238K -$7.54K -160 -3%
CWM
1728
Cabot Wealth Management
Massachusetts
$238K – – –
QPWM
1729
Quadrant Private Wealth Management
Pennsylvania
$237K -$228K -4,847 Closed
EWF
1730
Epstein & White Financial
California
$237K -$18.6K -395 -8%
RMDI
1731
R.M. Davis Inc
Maine
$237K -$17.4K -370 -7%
LC
1732
Loews Corp
New York
$237K +$221K +4,699 New
ACG
1733
Allen Capital Group
Nebraska
$236K – – –
CAM
1734
CenterStar Asset Management
Illinois
$236K – – –
WCWM
1735
Willow Creek Wealth Management
California
$236K – – –
VCP
1736
Vista Capital Partners
Oregon
$234K +$219K +4,644 New
RCG
1737
Ruane, Cunniff & Goldfarb
New York
$233K -$13K -275 -6%
RP
1738
Riverbridge Partners
Minnesota
$233K – – –
RFA
1739
Reilly Financial Advisors
California
$232K -$21K -445 -9%
BST
1740
Bath Savings Trust
Maine
$232K +$3.02K +64 +1%
TAM
1741
Trust Asset Management
Texas
$232K +$217K +4,607 New
CBTWT
1742
Community Bank & Trust (Waco, Texas)
Texas
$230K -$17.3K -368 -7%
TAM
1743
Tealwood Asset Management
Minnesota
$230K -$8.48K -180 -4%
PFA
1744
Pathway Financial Advisors
Vermont
$230K -$3.53K -75 -2%
CTA
1745
Colonial Trust Advisors
South Carolina
$230K +$2.45K +52 +1%
PCS
1746
Personal CFO Solutions
New Jersey
$230K +$215K +4,563 New
SCM
1747
Silvant Capital Management
Georgia
$228K -$47K -997 -18%
JWBC
1748
J.W. Burns & Co
New York
$227K -$13K -275 -6%
RW
1749
REDW Wealth
New Mexico
$227K – – –
DHFB
1750
Dixon Hubard Feinour & Brown
Virginia
$226K -$1.93K -41 -0.9%
68 69
70
71 72