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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
1851
Canandaigua National Trust of Florida
New York
$355K +$345K +5,058 New
BBW
1852
Blue Barn Wealth
Utah
$355K -$50.6K -741 -13%
PMFA
1853
Plante Moran Financial Advisors
Michigan
$354K +$13.2K +194 +4%
AIA
1854
AssuredPartners Investment Advisors
Florida
$352K +$342K +5,012 New
BWM
1855
BlackDiamond Wealth Management
New York
$351K +$4.92K +72 +1%
AAS
1856
Annex Advisory Services
Wisconsin
$351K +$31.1K +455 +10%
AWM
1857
Ameliora Wealth Management
Switzerland
$351K – – –
MJP
1858
Michael J. Puzo
$351K – – –
RL
1859
Ruffer LLP
United Kingdom
$351K – – –
WH
1860
Willner & Heller
California
$351K +$1.84K +27 +0.5%
QFA
1861
Quantum Financial Advisors
California
$351K – – –
VCM
1862
Versant Capital Management
Arizona
$350K +$55.7K +816 +20%
WAM
1863
Walker Asset Management
Missouri
$348K +$1.5K +22 +0.4%
GA
1864
GFS Advisors
Texas
$348K – – –
FCMT
1865
Founders Capital Management (Texas)
Texas
$347K – – –
TF
1866
Tompkins Financial
New York
$346K +$76K +1,113 +29%
CBT
1867
CoreFirst Bank & Trust
Kansas
$346K – – –
SAW
1868
Signal Advisors Wealth
Michigan
$346K -$146K -2,132 -30%
CS
1869
Capital Square
Tennessee
$345K -$7.44K -109 -2%
FCAS
1870
First Command Advisory Services
Texas
$345K -$2.59K -38 -0.8%
ITFISA
1871
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$345K +$132K +1,929 +65%
CCM
1872
Check Capital Management
California
$345K – – –
LWCFA
1873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K -$34.1K -500 -10%
LG
1874
Leuthold Group
Minnesota
$344K +$335K +4,904 New
TW
1875
Traveka Wealth
California
$344K +$62.8K +920 +23%
73 74
75
76 77