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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1926
Check Capital Management
California
$470K +$54.3K +625 +14%
SWGC
1927
Summit Wealth Group (Colorado)
Colorado
$468K -$2.63M -30,237 -86%
FWA
1928
FSM Wealth Advisors
Ohio
$468K +$34.9K +402 +9%
QFA
1929
Quantum Financial Advisors
California
$468K +$2.52K +29 +0.6%
WMA
1930
Wealth Management Associates
New Jersey
$468K +$347 +4 +0.1%
RL
1931
Ruffer LLP
United Kingdom
$467K – – –
MJP
1932
Michael J. Puzo
$466K – – –
AF
1933
Arrow Financial
New York
$465K -$62.9K -725 -13%
NC
1934
North Capital
Utah
$465K +$174K +1,999 +67%
HCMG
1935
Howard Capital Management Group
California
$461K – – –
WF
1936
WoodTrust Financial
Wisconsin
$461K – – –
MWMDPGFG
1937
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$461K +$429K +4,944 New
FFA
1938
Founders Financial Alliance
North Carolina
$461K -$137K -1,577 -24%
MWM
1939
Maripau Wealth Management
Indiana
$460K +$260 +3 +0.1%
THL
1940
Tillman Hartley LLC
Colorado
$459K +$68K +783 +19%
MAM
1941
MMA Asset Management
Pennsylvania
$459K -$1.91K -22 -0.4%
CD
1942
Chapin Davis
Maryland
$459K – – –
KNW
1943
Kesler Norman & Wride
Utah
$459K -$55.6K -641 -12%
SP
1944
Successful Portfolios
Florida
$459K +$5.3K +61 +1%
DWAM
1945
Duncan Williams Asset Management
Tennessee
$458K -$8.42K -97 -2%
MCA
1946
Millennium Capital Advisors
Arkansas
$458K – – –
TVM
1947
True Vision MN
Minnesota
$457K +$29.7K +342 +7%
KFC
1948
Klingenstein Fields & Co
New York
$457K +$174 +2 +0%
BCM
1949
Buckhead Capital Management
Georgia
$456K – – –
WAM
1950
Walker Asset Management
Missouri
$456K -$11.9K -137 -3%
76 77
78
79 80