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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1751
Occidental Asset Management
California
$559K -$21.8K -271 -4%
DMC
1752
Drexel Morgan & Co
Pennsylvania
$558K – – –
PMSA
1753
Patrick M. Sweeney & Associates
Illinois
$557K +$8.2K +102 +2%
CA
1754
Cambridge Advisors
Nebraska
$556K -$23.7K -295 -4%
MAG
1755
M3 Advisory Group
Massachusetts
$555K +$26.9K +335 +5%
GIM
1756
Generali Investments Management
Slovenia
$555K +$69.4K +863 +15%
BWG
1757
Beta Wealth Group
California
$554K +$16.2K +202 +3%
SSWM
1758
Smith Salley Wealth Management
North Carolina
$554K -$3.16M -39,370 -85%
VCAM
1759
Van Cleef Asset Management
Ohio
$553K +$80 +1 +0%
IFWM
1760
Institute for Wealth Management
Colorado
$553K -$80.1K -997 -13%
IF
1761
Intrua Financial
Texas
$553K -$2.01K -25 -0.4%
CFG
1762
Cooper Financial Group
California
$552K +$18K +224 +3%
WC
1763
Weil Company
California
$551K – – –
CIC
1764
Crawford Investment Counsel
Georgia
$551K -$429K -5,333 -44%
ANB
1765
Amarillo National Bank
Texas
$551K -$46.4K -577 -8%
MA
1766
Mezzasalma Advisors
New Jersey
$551K +$25.8K +321 +5%
FRA
1767
Front Row Advisors
California
$550K – – –
TC
1768
TFR Capital
Texas
$548K +$2.09K +26 +0.4%
PSB
1769
Piscataqua Savings Bank
New Hampshire
$547K – – –
SMA
1770
Seven Mile Advisory
New Jersey
$546K -$10.3K -128 -2%
SL
1771
Salomon & Ludwin
Virginia
$545K -$2.57K -32 -0.5%
GCM
1772
Glaxis Capital Management
Florida
$544K -$89.6K -1,115 -14%
SIA
1773
SGL Investment Advisors
Montana
$544K -$284K -3,540 -36%
FNBTCON
1774
First National Bank & Trust Co of Newtown
Pennsylvania
$541K +$8.2K +102 +2%
HFS
1775
Howard Financial Services
Texas
$541K +$6.19K +77 +1%
69 70
71
72 73