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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1901
Welch Group
Alabama
– -$220K -7,675 Closed
FHC
1902
First Heartland Consultants
Missouri
– -$218K -7,587 Closed
OAM
1903
Occidental Asset Management
California
– -$218K -7,587 Closed
LKIM
1904
Lawson Kroeker Investment Management
Nebraska
– -$218K -7,585 Closed
BWM
1905
BigSur Wealth Management
Florida
– -$214K -7,450 Closed
WCM
1906
Wallace Capital Management
Texas
– -$214K -7,449 Closed
CWM
1907
Cahaba Wealth Management
Georgia
– -$211K -7,361 Closed
FDCC
1908
Foster Dykema Cabot & Co
Massachusetts
– -$211K -7,343 Closed
BWM
1909
Buckley Wealth Management
Nevada
– -$210K -7,306 Closed
ET
1910
Equitable Trust
Tennessee
– -$209K -7,303 Closed
BSB
1911
Bangor Savings Bank
Maine
– -$208K -7,266 Closed
HL
1912
HeadInvest LLC
Maine
– -$208K -7,249 Closed
BWP
1913
Bernardo Wealth Planning
Pennsylvania
– -$206K -7,199 Closed
PGIM
1914
Pacific Global Investment Management
California
– -$207K -7,198 Closed
CVM
1915
Cheviot Value Management
California
– -$206K -7,173 Closed
BG
1916
Berry Group
Massachusetts
– -$205K -7,156 Closed
IHL
1917
Investment House LLC
California
– -$202K -7,030 Closed
OWA
1918
One Wealth Advisors
California
– -$202K -7,026 Closed
FAB
1919
First American Bank
Illinois
– -$201K -7,004 Closed
ACM
1920
Adalta Capital Management
New York
– -$201K -7,000 Closed
UAS
1921
United Asset Strategies
New York
– -$200K -6,970 Closed
LRPA
1922
L. Roy Papp & Associates
Arizona
– -$200K -6,968 Closed
JWCA
1923
J.W. Coons Advisors
Ohio
– -$200K -6,948 Closed
USGIU
1924
U.S. Global Investors (USGI)
Texas
– -$154K -5,358 Closed
KC
1925
Knuff & Co
California
– -$146K -5,100 Closed
75 76
77
78 79