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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1826
Clearstead Trust
Maine
$182K -$43.9K -768 -18%
CA
1827
Crewe Advisors
Utah
$181K -$226K -3,953 -53%
TC
1828
Trust Company
Kansas
$180K -$57.2K -1,001 -23%
RIA
1829
RPG Investment Advisory
California
$179K – – –
C
1830
Cerebellum
California
$179K +$194K +3,402 New
T2I
1831
Turim 21 Investimentos
Brazil
$178K – – –
WA
1832
Winfield Associates
Ohio
$178K – – –
PI
1833
Parkside Investments
Illinois
$174K +$189K +3,316 New
CWM
1834
Cedar Wealth Management
California
$171K -$457 -8 -0.2%
BWL
1835
Bogart Wealth LLC
Virginia
$169K -$21.8K -381 -11%
OSNBOA
1836
Old Second National Bank of Aurora
Illinois
$169K -$14.6K -255 -7%
CA
1837
Centerpoint Advisors
Massachusetts
$165K – – –
IF
1838
Ironwood Financial
Arizona
$165K – – –
RP
1839
Rowlandmiller & Partners
Georgia
$165K – – –
DWM
1840
Destination Wealth Management
California
$163K -$16.9K -296 -9%
SQA
1841
Simon Quick Advisors
New Jersey
$163K – – –
FCB
1842
First Command Bank
Texas
$157K – – –
FCFS
1843
First Command Financial Services
Texas
$157K – – –
NCM
1844
Nelson Capital Management
California
$148K +$1.83K +32 +1%
WOC
1845
West Oak Capital
California
$145K +$11.4K +200 +8%
BDWM
1846
Brewin Dolphin Wealth Management
Ireland
$145K +$14.8K +260 +10%
ACA
1847
Atlas Capital Advisors
Wyoming
$143K +$63.9K +1,120 +70%
SIA
1848
Sit Investment Associates
Minnesota
$143K +$155K +2,715 New
AIP
1849
Almanack Investment Partners
Pennsylvania
$141K +$150K +2,634 New
WAS
1850
Winch Advisory Services
Wisconsin
$140K +$1.08K +19 +0.7%
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74
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