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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1751
Beta Wealth Group
California
$554K +$16.2K +202 +3%
SSWM
1752
Smith Salley Wealth Management
North Carolina
$554K -$3.16M -39,370 -85%
VCAM
1753
Van Cleef Asset Management
Ohio
$553K +$80 +1 +0%
IFWM
1754
Institute for Wealth Management
Colorado
$553K -$80.1K -997 -13%
IF
1755
Intrua Financial
Texas
$553K -$2.01K -25 -0.4%
CFG
1756
Cooper Financial Group
California
$552K +$18K +224 +3%
WC
1757
Weil Company
California
$551K – – –
CIC
1758
Crawford Investment Counsel
Georgia
$551K -$429K -5,333 -44%
ANB
1759
Amarillo National Bank
Texas
$551K -$46.4K -577 -8%
MA
1760
Mezzasalma Advisors
New Jersey
$551K +$25.8K +321 +5%
FRA
1761
Front Row Advisors
California
$550K – – –
TC
1762
TFR Capital
Texas
$548K +$2.09K +26 +0.4%
PSB
1763
Piscataqua Savings Bank
New Hampshire
$547K – – –
SMA
1764
Seven Mile Advisory
New Jersey
$546K -$10.3K -128 -2%
SL
1765
Salomon & Ludwin
Virginia
$545K -$2.57K -32 -0.5%
GCM
1766
Glaxis Capital Management
Florida
$544K -$89.6K -1,115 -14%
SIA
1767
SGL Investment Advisors
Montana
$544K -$284K -3,540 -36%
FNBTCON
1768
First National Bank & Trust Co of Newtown
Pennsylvania
$541K +$8.2K +102 +2%
HFS
1769
Howard Financial Services
Texas
$541K +$6.19K +77 +1%
WA
1770
WealthTrust Axiom
Pennsylvania
$537K -$3.94K -49 -0.7%
SC
1771
Summa Corp
Texas
$537K – – –
CF
1772
Convergence Financial
Missouri
$536K -$51.8K -645 -9%
CBB
1773
Citizens Business Bank
California
$536K -$11.5K -143 -2%
AA
1774
Alpha Advisors
Virginia
$534K +$17.8K +221 +4%
OFG
1775
Oxford Financial Group
Indiana
$534K -$81.2K -1,010 -14%
69 70
71
72 73