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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Crewe Advisors
Utah
$242K -$220K -4,662 -49%
VCM
1727
Vivaldi Capital Management
Illinois
$242K -$196K -4,154 -46%
BFA
1728
Benedict Financial Advisors
Georgia
$238K -$7.54K -160 -3%
CWM
1729
Cabot Wealth Management
Massachusetts
$238K – – –
QPWM
1730
Quadrant Private Wealth Management
Pennsylvania
$237K -$228K -4,847 Closed
EWF
1731
Epstein & White Financial
California
$237K -$18.6K -395 -8%
RMDI
1732
R.M. Davis Inc
Maine
$237K -$17.4K -370 -7%
LC
1733
Loews Corp
New York
$237K +$221K +4,699 New
ACG
1734
Allen Capital Group
Nebraska
$236K – – –
CAM
1735
CenterStar Asset Management
Illinois
$236K – – –
WCWM
1736
Willow Creek Wealth Management
California
$236K – – –
VCP
1737
Vista Capital Partners
Oregon
$234K +$219K +4,644 New
RCG
1738
Ruane, Cunniff & Goldfarb
New York
$233K -$13K -275 -6%
RP
1739
Riverbridge Partners
Minnesota
$233K – – –
RFA
1740
Reilly Financial Advisors
California
$232K -$21K -445 -9%
BST
1741
Bath Savings Trust
Maine
$232K +$3.02K +64 +1%
TAM
1742
Trust Asset Management
Texas
$232K +$217K +4,607 New
CBTWT
1743
Community Bank & Trust (Waco, Texas)
Texas
$230K -$17.3K -368 -7%
TAM
1744
Tealwood Asset Management
Minnesota
$230K -$8.48K -180 -4%
PFA
1745
Pathway Financial Advisors
Vermont
$230K -$3.53K -75 -2%
CTA
1746
Colonial Trust Advisors
South Carolina
$230K +$2.45K +52 +1%
PCS
1747
Personal CFO Solutions
New Jersey
$230K +$215K +4,563 New
SCM
1748
Silvant Capital Management
Georgia
$228K -$47K -997 -18%
JWBC
1749
J.W. Burns & Co
New York
$227K -$13K -275 -6%
RW
1750
REDW Wealth
New Mexico
$227K – – –
68 69
70
71 72