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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1751
Chiron Capital Management
Florida
$229K -$143K -2,900 -38%
SIC
1752
Sigma Investment Counselors
Michigan
$229K +$22.3K +453 +11%
WCA
1753
Westover Capital Advisors
Delaware
$228K +$234K +4,747 New
BFA
1754
Buttonwood Financial Advisors
Maryland
$227K +$232K +4,721 New
Graham Capital Management
1755
Graham Capital Management
Connecticut
$227K +$233K +4,739 New
PAM
1756
Premier Asset Management
Illinois
$226K – – –
Klingenstein Fields & Co
1757
Klingenstein Fields & Co
New York
$224K -$330K -6,710 -59%
SAMT
1758
Select Asset Management & Trust
Pennsylvania
$224K – – –
W
1759
Wealthquest
Ohio
$224K – – –
RFA
1760
Reilly Financial Advisors
California
$224K +$16.4K +333 +8%
BFA
1761
Bill Few Associates
Pennsylvania
$224K +$230K +4,675 New
FAG
1762
Financial Advisory Group
Texas
$223K -$4.97K -101 -2%
FW
1763
FirstPurpose Wealth
Utah
$223K +$229K +4,642 New
CTI
1764
Community Trust & Investment
Kentucky
$222K -$14.8K -300 -6%
AWM
1765
Altavista Wealth Management
North Carolina
$222K – – –
FPIS
1766
Financial Planning & Information Services
Wisconsin
$222K +$2.07K +42 +0.9%
MassMutual Private Wealth & Trust
1767
MassMutual Private Wealth & Trust
Connecticut
$222K +$8.32K +169 +4%
LRIA
1768
Leonard Rickey Investment Advisors
Washington
$222K +$228K +4,624 New
Mather Group
1769
Mather Group
Illinois
$222K +$228K +4,636 New
Catalyst Capital Advisors
1770
Catalyst Capital Advisors
New York
$221K – – –
LW
1771
Linscomb Wealth
Texas
$221K +$49 +1 +0%
VFP
1772
Verus Financial Partners
Virginia
$220K +$295 +6 +0.1%
GL
1773
Graypoint LLC
New York
$220K +$226K +4,581 New
WWMSC
1774
Wagner Wealth Management (South Carolina)
South Carolina
$218K +$2.61K +53 +1%
SCM
1775
Silvant Capital Management
Georgia
$217K – – –