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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
1951
Gilliland Jeter Wealth Management
Arkansas
$346K -$22.5K -312 -7%
PFA
1952
Professional Financial Advisors
Nebraska
$346K +$1.59K +22 +0.5%
ICP
1953
Impact Capital Partners
Colorado
$344K +$23.8K +330 +8%
BI
1954
Ballast Inc
Kentucky
$344K -$101K -1,395 -25%
AWM
1955
Ameliora Wealth Management
Switzerland
$344K – – –
DWM
1956
Destination Wealth Management
California
$344K -$35.7K -495 -10%
IA
1957
IFG Advisors
Missouri
$343K +$72 +1 +0%
MHR
1958
Matthew Hamilton Rosenberg
$343K +$114K +1,584 +59%
CCIA
1959
Cherry Creek Investment Advisors
Colorado
$343K – – –
GIA
1960
Guyasuta Investment Advisors
Pennsylvania
$341K +$18.2K +252 +6%
CWM
1961
Chesapeake Wealth Management
Virginia
$340K -$7.21K -100 -2%
VV
1962
Verity & Verity
South Carolina
$339K – – –
AIM
1963
Avity Investment Management
Connecticut
$339K -$39.7K -550 -12%
WAM
1964
Weinberger Asset Management
California
$338K -$3.6K -50 -1%
CWM
1965
Centurion Wealth Management
Virginia
$338K +$5.62K +78 +2%
CPC
1966
Consolidated Planning Corp
Georgia
$338K – – –
RBC
1967
Romano Brothers & Co
Illinois
$337K – – –
WMA
1968
West Michigan Advisors
Michigan
$335K +$793 +11 +0.3%
LFA
1969
Laraway Financial Advisors
Minnesota
$335K – – –
LWCFA
1970
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$334K -$15.6K -216 -5%
GBT
1971
Grove Bank & Trust
Florida
$334K +$8.65K +120 +3%
BBPWM
1972
Blue Bell Private Wealth Management
Pennsylvania
$333K +$2.31K +32 +0.8%
CAG
1973
Centerpoint Advisory Group
Kansas
$333K – – –
BWP
1974
Bernardo Wealth Planning
Pennsylvania
$333K +$3.89K +54 +1%
EIP
1975
Ellis Investment Partners
Pennsylvania
$333K +$144 +2 +0%
77 78
79
80 81