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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1726
Sequent Asset Management
Texas
$629K +$41K +472 +8%
DMC
1727
Drexel Morgan & Co
Pennsylvania
$629K – – –
IA
1728
Inspire Advisors
Idaho
$628K +$98.4K +1,133 +20%
TIA
1729
Traphagen Investment Advisors
New Jersey
$628K +$33.9K +390 +6%
WTA
1730
Washington Trust Advisors
Massachusetts
$627K +$142K +1,636 +32%
CPWA
1731
Cerro Pacific Wealth Advisors
California
$626K +$223K +2,569 +62%
LA
1732
Lynch & Associates
Indiana
$626K – – –
RIS
1733
Richmond Investment Services
Wisconsin
$622K +$17.5K +202 +3%
WC
1734
Weil Company
California
$622K – – –
OFG
1735
Oxford Financial Group
Indiana
$621K -$89.9K -1,035 -13%
CBB
1736
Citizens Business Bank
California
$617K -$2.17K -25 -0.4%
FFO
1737
Fortitude Family Office
Arizona
$617K +$434 +5 +0.1%
PSB
1738
Piscataqua Savings Bank
New Hampshire
$617K -$5.64K -65 -1%
CWS
1739
Confluence Wealth Services
Pennsylvania
$616K -$53.7K -619 -9%
WA
1740
WealthTrust Axiom
Pennsylvania
$616K – – –
SOAG
1741
Silver Oak Advisory Group
Oregon
$613K -$36.5K -420 -6%
PFW
1742
Petros Family Wealth
Minnesota
$613K +$71K +818 +14%
PMSA
1743
Patrick M. Sweeney & Associates
Illinois
$612K +$16.8K +193 +3%
SIS
1744
Sound Income Strategies
Florida
$611K -$34.3K -395 -5%
AWP
1745
Axis Wealth Partners
Rhode Island
$607K -$10.9K -126 -2%
TAM
1746
Tucker Asset Management
Colorado
$604K -$47.2K -544 -8%
NCM
1747
Novare Capital Management
North Carolina
$603K +$25.5K +294 +5%
MAG
1748
M3 Advisory Group
Massachusetts
$602K +$7.9K +91 +1%
AA
1749
Alpha Advisors
Virginia
$602K +$24K +276 +4%
ACGA
1750
Atlanta Consulting Group Advisors
Georgia
$601K +$560K +6,448 New
68 69
70
71 72