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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
1801
Wealth Advisory Solutions
Indiana
$242K +$267K +4,992 New
FHC
1802
First Heartland Consultants
Missouri
$241K -$18.8K -351 -7%
MIA
1803
MMBG Investment Advisors
Florida
$241K +$267K +4,980 New
TIA
1804
Traphagen Investment Advisors
New Jersey
$240K -$152K -2,845 -36%
CWM
1805
Chesapeake Wealth Management
Virginia
$239K – – –
HR
1806
Hardy Reed
Mississippi
$239K – – –
NSB
1807
Norway Savings Bank
Maine
$239K – – –
SSWM
1808
Smith Salley Wealth Management
North Carolina
$239K +$54 +1 +0%
LRIA
1809
Leonard Rickey Investment Advisors
Washington
$239K +$16.8K +314 +7%
NICM
1810
Neo Ivy Capital Management
New York
$238K +$72.8K +1,360 +38%
ACG
1811
Allen Capital Group
Nebraska
$238K +$263K +4,913 New
LWM
1812
Laidlaw Wealth Management
New York
$237K +$4.01K +75 +2%
TWP
1813
Tempus Wealth Planning
California
$236K -$84.7K -1,583 -25%
TH
1814
TCTC Holdings
Texas
$234K – – –
UBV
1815
United Bank (Virginia)
Virginia
$234K – – –
AAS
1816
Annex Advisory Services
Wisconsin
$233K -$552K -10,308 -68%
PCA
1817
Pallas Capital Advisors
Massachusetts
$232K -$75.5K -1,410 -22%
ACM
1818
Alta Capital Management
Utah
$232K – – –
SIC
1819
Sigma Investment Counselors
Michigan
$231K – – –
HFS
1820
Hantz Financial Services
Michigan
$231K +$18.8K +351 +8%
BCM
1821
Buckhead Capital Management
Georgia
$230K -$18.7K -349 -7%
HPWM
1822
Highland Private Wealth Management
Washington
$229K +$252K +4,712 New
VDI
1823
Vaughan David Investments
Illinois
$228K -$13.9K -260 -5%
SICM
1824
Sustainable Insight Capital Management
New York
$228K +$252K +4,700 New
PCMN
1825
Paradigm Capital Management (Nevada)
Nevada
$228K +$252K +4,707 New
71 72
73
74 75