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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
1751
South Texas Money Management
Texas
$244K -$50K -977 -16%
AAM
1752
AR Asset Management
California
$244K – – –
PI
1753
Pathlight Investors
Arizona
$244K +$261K +5,104 New
PSG
1754
Planning Solutions Group
Maryland
$244K +$271K +5,299 New
BCM
1755
BTC Capital Management
Iowa
$243K +$33.7K +658 +14%
JF
1756
JSF Financial
California
$243K +$270K +5,274 New
BKA
1757
Brick & Kyle Associates
Pennsylvania
$243K +$271K +5,284 New
BMCM
1758
Bryn Mawr Capital Management
Pennsylvania
$242K -$11.5K -224 -4%
HIC
1759
Harvey Investment Company
Kentucky
$242K – – –
PP
1760
Pegasus Partners
Wisconsin
$242K +$58.4K +1,140 +28%
DA
1761
Doliver Advisors
Texas
$241K +$268K +5,229 New
NB
1762
Northwest Bancshares
Pennsylvania
$240K -$69.4K -1,355 -21%
PHAM
1763
Palisades Hudson Asset Management
Florida
$240K – – –
AQA
1764
Alpha Quant Advisors
Texas
$240K +$266K +5,200 New
PFM
1765
Probabilities Fund Management
New York
$240K +$267K +5,217 New
CWM
1766
Cabot Wealth Management
Massachusetts
$239K – – –
JWBC
1767
J.W. Burns & Co
New York
$238K – – –
GS
1768
Gagnon Securities
New York
$238K +$8.35K +163 +3%
CIA
1769
Caledonia Investments (Australia)
Australia
$238K +$264K +5,158 New
DDC
1770
DF Dent & Co
Maryland
$236K -$6.92K -135 -3%
SHWM
1771
Smith & Howard Wealth Management
Georgia
$235K +$8.66K +169 +3%
CNB
1772
Camden National Bank
Maine
$235K +$17.4K +339 +7%
FCA
1773
FLC Capital Advisors
California
$235K +$262K +5,107 New
SAM
1774
SignalPoint Asset Management
Missouri
$234K -$92.8K -1,812 -26%
PO
1775
Private Ocean
California
$234K +$9.17K +179 +4%
69 70
71
72 73