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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1726
Hourglass Capital
Texas
$290K – – –
MJP
1727
Michael J. Puzo
$290K – – –
TIM
1728
Triad Investment Management
California
$290K – – –
AWM
1729
Ameliora Wealth Management
Switzerland
$290K +$157K +3,000 +150%
WIM
1730
Warwick Investment Management
Texas
$289K +$261K +4,994 New
QFA
1731
Quantum Financial Advisors
California
$289K +$261K +4,992 New
MSA
1732
Marino Stram & Associates
Massachusetts
$288K -$1.88K -36 -0.7%
GA
1733
GFS Advisors
Texas
$287K -$275K -5,260 -52%
WF
1734
WoodTrust Financial
Wisconsin
$287K +$2.41K +46 +0.9%
CWA
1735
Cornerstone Wealth Advisors
Minnesota
$287K – – –
FCMT
1736
Founders Capital Management (Texas)
Texas
$286K -$97.9K -1,871 -27%
WMA
1737
Wealth Management Associates
New Jersey
$286K -$15.6K -299 -6%
SI
1738
Saxon Interests
Texas
$285K +$4.55K +87 +2%
JCM
1739
Jacobsen Capital Management
Utah
$285K +$1.94K +37 +0.8%
OL
1740
Optas LLC
Texas
$285K +$4.34K +83 +2%
WH
1741
Willner & Heller
California
$284K +$1.57K +30 +0.6%
RPWA
1742
Regent Peak Wealth Advisors
Georgia
$284K +$2.15K +41 +0.8%
HFRG
1743
Houlihan Financial Resource Group
Virginia
$284K -$26.2K -500 -9%
FGA
1744
Fortis Group Advisors
New Jersey
$283K +$191K +3,649 +294%
WAM
1745
Walker Asset Management
Missouri
$283K +$1.41K +27 +0.6%
VCP
1746
Verus Capital Partners
Arizona
$282K -$11.1K -212 -4%
CPC
1747
Consolidated Planning Corp
Georgia
$282K -$20.9K -399 -8%
SWM
1748
Stockman Wealth Management
Montana
$282K +$9.16K +175 +4%
GP
1749
Girard Partners
Pennsylvania
$282K +$19.8K +378 +8%
CCB
1750
Cutter & Co Brokerage
Missouri
$281K -$3.09K -59 -1%
68 69
70
71 72