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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1926
Sugarloaf Wealth Management
Georgia
$142K – – –
CAL
1927
Capital Analysts LLC
Pennsylvania
$141K +$7.65K +143 +5%
FF
1928
FourThought Financial
Florida
$140K +$428 +8 +0.3%
CHC
1929
City Holding Co
West Virginia
$138K – – –
CYG
1930
Clean Yield Group
Vermont
$138K – – –
OIA
1931
Optimum Investment Advisors
Illinois
$135K -$10.7K -200 -7%
ODG
1932
O'Dell Group
Ohio
$132K -$31.5K -589 -18%
CCA
1933
Column Capital Advisors
Indiana
$132K -$4.6K -86 -3%
CIR
1934
Clear Investment Research
Georgia
$132K – – –
IA
1935
IndexIQ Advisors
New York
$132K +$55.2K +1,032 +61%
RTC
1936
Riverview Trust Company
Washington
$129K +$143K +2,669 New
JEST
1937
JTC Employer Solutions Trustee
Jersey
$126K – – –
KFI
1938
Key Financial Inc
Pennsylvania
$126K +$70.5K +1,317 +103%
APW
1939
Acima Private Wealth
Virginia
$125K – – –
CB
1940
CNB Bank
Pennsylvania
$124K -$3.32K -62 -2%
AP
1941
Arlington Partners
Alabama
$123K +$3.1K +58 +2%
KPCM
1942
Kings Point Capital Management
New York
$123K +$70.1K +1,310 +106%
CAC
1943
Core Alternative Capital
Georgia
$122K -$3.15M -58,877 -96%
ICM
1944
Islay Capital Management
Texas
$121K -$214K -4,000 -62%
CHA
1945
Carmichael Hill & Associates
Maryland
$121K +$94.6K +1,768 +248%
FCT
1946
First Community Trust
Iowa
$119K – – –
MTIC
1947
Missouri Trust & Investment Company
Missouri
$118K – – –
1IA
1948
1834 Investment Advisors
Wisconsin
$117K -$4.76K -89 -4%
DWMG
1949
DB Wealth Management Group
California
$117K – – –
HC
1950
Hoese & Co
Minnesota
$115K -$18.7K -350 -13%
76 77
78
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