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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1851
Private Capital Management (Colorado)
Colorado
$249K -$13.3K -225 -5%
JHP
1852
James Hambro & Partners
United Kingdom
$249K – – –
HA
1853
HC Advisors
Georgia
$249K -$11.2K -190 -4%
CWM
1854
Concentrum Wealth Management
California
$248K -$5.14K -87 -2%
MWM
1855
MinichMacGregor Wealth Management
New York
$248K – – –
CFG
1856
Cooper Financial Group
California
$247K -$89.3K -1,512 -27%
GAM
1857
Gould Asset Management
California
$247K – – –
AT
1858
Arden Trust
Delaware
$247K – – –
THL
1859
Tillman Hartley LLC
Colorado
$246K – – –
OCM
1860
Osterweis Capital Management
California
$246K – – –
CCA
1861
Cravens & Co Advisors
Tennessee
$245K – – –
CMAI
1862
Capital Management Associates Inc
Minnesota
$245K +$243K +4,121 New
CIS
1863
Custom Index Systems
New York
$245K -$42.1K -713 -15%
AWM
1864
Avaii Wealth Management
Wisconsin
$244K -$33.6K -569 -12%
SIAG
1865
Safeguard Investment Advisory Group
California
$244K +$242K +4,105 New
WP
1866
WealthPLAN Partners
Nebraska
$244K -$8.68K -147 -3%
FSA
1867
Financial Security Advisor
Virginia
$244K +$767 +13 +0.3%
IIM
1868
Ipswich Investment Management
Massachusetts
$244K – – –
KFS
1869
Keynote Financial Services
Connecticut
$243K – – –
RWP
1870
Revolve Wealth Partners
New Jersey
$243K +$8.44K +143 +4%
EWA
1871
Encompass Wealth Advisors
Oregon
$241K +$413 +7 +0.2%
BBPWM
1872
Blue Bell Private Wealth Management
Pennsylvania
$241K -$7.03K -119 -3%
TFCP
1873
Twin Focus Capital Partners
Massachusetts
$240K – – –
BFM
1874
Boston Financial Management
Massachusetts
$240K +$17.1K +289 +8%
WC
1875
Woodstock Corp
Massachusetts
$239K -$10.3K -175 -4%
73 74
75
76 77