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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
1726
N.E.W. Advisory Services
Wisconsin
$315K +$307K +5,869 New
MCP
1727
Mirador Capital Partners
California
$313K -$2.09M -39,977 -87%
NWM
1728
Northwest Wealth Management
Iowa
$313K -$128K -2,439 -30%
OCG
1729
Opus Capital Group
Ohio
$313K -$105 -2 -0%
AWM
1730
Atticus Wealth Management
Florida
$313K +$305K +5,814 New
BA
1731
Birinyi Associates
Connecticut
$312K – – –
FM
1732
Family Management
New York
$311K +$26.2K +500 +9%
VVP
1733
Venture Visionary Partners
Ohio
$311K +$304K +5,799 New
PA
1734
Probity Advisors
Texas
$310K -$25.3K -483 -8%
LC
1735
Lincoln Capital
Nebraska
$310K -$4.56K -87 -1%
CPO
1736
Cerity Partners OCIO
New York
$310K -$4.08K -78 -1%
BMC
1737
Benin Management Corp
Connecticut
$310K – – –
SHWM
1738
Smith & Howard Wealth Management
Georgia
$309K -$4.19K -80 -1%
CB
1739
CNB Bank
Pennsylvania
$308K -$81.5K -1,556 -21%
FAG
1740
Financial Advisory Group
Texas
$306K +$11.2K +213 +4%
MJRIC
1741
Mogy Joel R Investment Counsel
California
$305K – – –
LWM
1742
Lyell Wealth Management
California
$302K +$471 +9 +0.2%
BWP
1743
BSW Wealth Partners
Colorado
$302K +$21.4K +408 +8%
ACM
1744
AUA Capital Management
Pennsylvania
$299K -$120K -2,295 -29%
DDPIC
1745
Deroy & Devereaux Private Investment Counsel
Michigan
$299K – – –
RCA
1746
Resonant Capital Advisors
Wisconsin
$298K +$290K +5,544 New
GAB
1747
German American Bancorp
Indiana
$297K -$91.9K -1,755 -24%
PFO
1748
Pathstone Family Office
New Jersey
$297K +$3.82K +73 +1%
VBFP
1749
Valtinson Bruner Financial Planning
Minnesota
$296K -$19.9K -380 -6%
5L
1750
55I LLC
Massachusetts
$296K -$8.69K -166 -3%
68 69
70
71 72