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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1751
Sigma Investment Counselors
Michigan
$229K +$22.3K +453 +11%
WCA
1752
Westover Capital Advisors
Delaware
$228K +$234K +4,747 New
BFA
1753
Buttonwood Financial Advisors
Maryland
$227K +$232K +4,721 New
GCM
1754
Graham Capital Management
Connecticut
$227K +$233K +4,739 New
PAM
1755
Premier Asset Management
Illinois
$226K – – –
KFC
1756
Klingenstein Fields & Co
New York
$224K -$330K -6,710 -59%
SAMT
1757
Select Asset Management & Trust
Pennsylvania
$224K – – –
W
1758
Wealthquest
Ohio
$224K – – –
RFA
1759
Reilly Financial Advisors
California
$224K +$16.4K +333 +8%
BFA
1760
Bill Few Associates
Pennsylvania
$224K +$230K +4,675 New
FAG
1761
Financial Advisory Group
Texas
$223K -$4.97K -101 -2%
FW
1762
FirstPurpose Wealth
Utah
$223K +$229K +4,642 New
CTI
1763
Community Trust & Investment
Kentucky
$222K -$14.8K -300 -6%
AWM
1764
Altavista Wealth Management
North Carolina
$222K – – –
FPIS
1765
Financial Planning & Information Services
Wisconsin
$222K +$2.07K +42 +0.9%
MPWT
1766
MassMutual Private Wealth & Trust
Connecticut
$222K +$8.32K +169 +4%
LRIA
1767
Leonard Rickey Investment Advisors
Washington
$222K +$228K +4,624 New
MG
1768
Mather Group
Illinois
$222K +$228K +4,636 New
CCA
1769
Catalyst Capital Advisors
New York
$221K – – –
LW
1770
Linscomb Wealth
Texas
$221K +$49 +1 +0%
VFP
1771
Verus Financial Partners
Virginia
$220K +$295 +6 +0.1%
GL
1772
Graypoint LLC
New York
$220K +$226K +4,581 New
WWMSC
1773
Wagner Wealth Management (South Carolina)
South Carolina
$218K +$2.61K +53 +1%
SCM
1774
Silvant Capital Management
Georgia
$217K – – –
DWM
1775
Darwin Wealth Management
Florida
$217K +$194K +3,945 New
69 70
71
72 73