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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TSS
1926
Two Sigma Securities
New York
– -$437K -10,273 Closed
TFF
1927
The Family Firm
Maryland
– -$552K -10,261 Closed
AC
1928
Avestar Capital
New York
– -$545K -10,141 Closed
EPA
1929
Element Pointe Advisors
Florida
– -$540K -10,030 Closed
BFPW
1930
BOK Financial Private Wealth
Colorado
– -$538K -10,007 Closed
CBFP
1931
Cedar Brook Financial Partners
Ohio
– -$519K -9,644 Closed
SIM
1932
SSI Investment Management
California
– -$508K -9,464 Closed
KLI
1933
Kelman-Lazarov Inc
Tennessee
– -$491K -9,126 Closed
Dakota Wealth Management
1934
Dakota Wealth Management
Florida
– -$483K -8,970 Closed
I2I
1935
Insight 2811 Inc
Illinois
– -$477K -8,858 Closed
MWM
1936
MorganRosel Wealth Management
Colorado
– -$476K -8,846 Closed
WP
1937
WMS Partners
Maryland
– -$473K -8,791 Closed
FAM
1938
Formidable Asset Management
Ohio
– -$420K -8,561 Closed
Jacobs Levy Equity Management
1939
Jacobs Levy Equity Management
New Jersey
– -$460K -8,558 Closed
SAM
1940
Smithbridge Asset Management
Pennsylvania
– -$459K -8,539 Closed
BFA
1941
Beaumont Financial Advisors
Massachusetts
– -$457K -8,488 Closed
NFGCM
1942
Norman Fields Gottscho Capital Management
New York
– -$456K -8,480 Closed
BSPF
1943
British Steel Pension Fund
United Kingdom
– -$440K -8,184 Closed
CCM
1944
Crabel Capital Management
California
– -$440K -8,175 Closed
OC
1945
Oarsman Capital
Wisconsin
– -$439K -8,166 Closed
BB
1946
Bell Bank
North Dakota
– -$439K -8,158 Closed
WSC
1947
Wellington Shields & Co
New York
– -$430K -7,997 Closed
22CM
1948
20/20 Capital Management
California
– -$378K -7,877 Closed
Integrated Wealth Concepts
1949
Integrated Wealth Concepts
Massachusetts
– -$423K -7,861 Closed
FAT
1950
First American Trust
California
– -$420K -7,813 Closed