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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWC
2051
Carolinas Wealth Consulting
North Carolina
– -$284K -5,379 Closed
AMC
2052
Asset Management Corp
Illinois
– -$289K -5,369 Closed
CCFCSB
2053
Cape Cod Five Cents Savings Bank
Massachusetts
– -$288K -5,361 Closed
BMM
2054
Buffington Mohr McNeal
Idaho
– -$288K -5,354 Closed
AIA
2055
Angeles Investment Advisors
California
– -$287K -5,338 Closed
WPIC
2056
White Pine Investment Company
Michigan
– -$286K -5,321 Closed
AAM
2057
AR Asset Management
California
– -$285K -5,300 Closed
PFA
2058
Pure Financial Advisors
California
– -$284K -5,285 Closed
BFA
2059
Benedict Financial Advisors
Georgia
– -$284K -5,273 Closed
RPAM
2060
Rhenman & Partners Asset Management
Sweden
– -$284K -5,272 Closed
FAN
2061
Financial Advisors Network
California
– -$283K -5,265 Closed
PFA
2062
Pathway Financial Advisors
Vermont
– -$257K -5,244 Closed
SWRP
2063
Summit Wealth & Retirement Planning
California
– -$280K -5,208 Closed
SFG
2064
Sunburst Financial Group
Alabama
– -$279K -5,180 Closed
FPCP
2065
Fort Point Capital Partners
California
– -$278K -5,176 Closed
LF
2066
LifeSteps Financial
California
– -$276K -5,126 Closed
CG
2067
Corundum Group
Colorado
– -$276K -5,123 Closed
WAS
2068
Wealth Advisory Solutions
Indiana
– -$276K -5,123 Closed
CAM
2069
Congress Asset Management
Massachusetts
– -$274K -5,089 Closed
CIA
2070
Caledonia Investments (Australia)
Australia
– -$274K -5,088 Closed
FIA
2071
Foundations Investment Advisors
Arizona
– -$270K -5,080 Closed
THWM
2072
Taylor Hoffman Wealth Management
Virginia
– -$273K -5,080 Closed
AWM
2073
Aprio Wealth Management
Georgia
– -$273K -5,074 Closed
VWA
2074
V Wealth Advisors
Kansas
– -$256K -5,073 Closed
SWM
2075
Stockman Wealth Management
Montana
– -$273K -5,072 Closed