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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1926
Southland Equity Partners
Missouri
$358K +$433 +6 +0.1%
OCM
1927
Osterweis Capital Management
California
$357K +$178K +2,464 +124%
OC
1928
Oakworth Capital
Alabama
$356K -$129K -1,790 -29%
FAB
1929
First American Bank
Illinois
$354K – – –
WIM
1930
Warwick Investment Management
Texas
$354K -$68.3K -947 -18%
FAM
1931
Formidable Asset Management
Ohio
$354K – – –
BFA
1932
Bill Few Associates
Pennsylvania
$354K -$4.9K -68 -2%
CCM
1933
Check Capital Management
California
$354K -$36.1K -500 -10%
RFP
1934
Root Financial Partners
California
$353K +$87.5K +1,214 +38%
CTA
1935
Colonial Trust Advisors
South Carolina
$353K +$38.1K +529 +14%
LAM
1936
Lewis Asset Management
California
$353K +$318K +4,407 New
CFS
1937
CRA Financial Services
New Jersey
$353K +$37.7K +523 +13%
KLWA
1938
Kelly Lawrence W & Associates
California
$353K – – –
PC
1939
Prairiewood Capital
North Dakota
$353K – – –
IP
1940
Ignite Planners
California
$352K -$2.09K -29 -0.7%
AIA
1941
Accelerate Investment Advisors
California
$352K -$32.9K -456 -9%
SP
1942
Stonebrook Private
Michigan
$352K -$7.79K -108 -2%
SI
1943
Seeds Investor
New York
$351K +$44.7K +620 +16%
CSC
1944
Caldwell Sutter Capital
California
$350K -$10.7K -148 -3%
IWA
1945
Integrity Wealth Advisors
California
$350K -$3.03K -42 -1%
BMWM
1946
Brown Miller Wealth Management
Virginia
$350K +$315K +4,364 New
OFW
1947
Omnia Family Wealth
Florida
$348K +$26K +360 +9%
FM
1948
Family Management
New York
$347K +$313K +4,336 New
LG
1949
Leuthold Group
Minnesota
$347K -$26.5K -368 -8%
EA
1950
Evolution Advisers
Virginia
$347K -$7.79K -108 -2%
76 77
78
79 80