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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
1751
BB&T Investment Services
North Carolina
$253K +$52.3K +921 +25%
AAM
1752
American Asset Management
Florida
$252K -$7.09K -125 -3%
AIM
1753
Allen Investment Management
New York
$251K -$247K -4,350 -49%
NFG
1754
Nations Financial Group
Iowa
$251K +$48.7K +858 +23%
MWM
1755
Marietta Wealth Management
Georgia
$248K +$6.41K +113 +3%
EA
1756
Elm Advisors
California
$248K +$39.7K +700 +19%
BCM
1757
Baltimore Capital Management
Maryland
$248K +$252K +4,450 New
BWA
1758
Burt Wealth Advisors
Maryland
$247K -$11.3K -200 -4%
HPWM
1759
Highland Private Wealth Management
Washington
$247K -$1.82K -32 -0.7%
WPIC
1760
White Pine Investment Company
Michigan
$245K -$17K -300 -6%
ICM
1761
IMS Capital Management
Oregon
$241K -$1.16M -20,390 -83%
PCFFS
1762
Pacific Center for Financial Services
California
$238K -$15.7K -276 -6%
SIAS
1763
Shine Investment Advisory Services
Colorado
$237K +$242K +4,263 New
GBBWRPM
1764
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$236K -$282K -4,978 -54%
MPM
1765
Meritage Portfolio Management
Kansas
$234K -$62.1K -1,094 -21%
RIG
1766
Roosevelt Investment Group
New York
$234K -$9.42K -166 -4%
MCMT
1767
Moon Capital Management (Tennessee)
Tennessee
$232K +$236K +4,163 New
HW
1768
Hancock Whitney
Mississippi
$231K -$138K -2,427 -37%
UBG
1769
United Bank (Georgia)
Georgia
$231K -$35K -616 -13%
PCA
1770
Peddock Capital Advisors
Massachusetts
$231K – – –
HCM
1771
Hilton Capital Management
New York
$230K -$365K -6,435 -61%
CIM
1772
Confluence Investment Management
Missouri
$229K +$567 +10 +0.2%
BST
1773
Bath Savings Trust
Maine
$228K -$84.8K -1,495 -27%
CC
1774
Cedar Capital
Illinois
$227K +$232K +4,081 New
BFIM
1775
Beese Fulmer Investment Management
Ohio
$226K -$45.1K -794 -16%
69 70
71
72 73