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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
2051
Court Place Advisors
Maryland
– -$212K -4,970 Closed
EWA
2052
Encompass Wealth Advisors
Oregon
– -$212K -4,957 Closed
MFA
2053
Mayflower Financial Advisors
Massachusetts
– -$211K -4,942 Closed
GCIA
2054
Gabelli & Co Investment Advisers
New York
– -$211K -4,940 Closed
SSG
2055
Summit Securities Group
New York
– -$209K -4,904 Closed
GD
2056
Grandfield & Dodd
New York
– -$208K -4,878 Closed
TWP
2057
Tempus Wealth Planning
California
– -$208K -4,873 Closed
LWM
2058
Lodestone Wealth Management
Washington
– -$208K -4,866 Closed
HKIM
2059
Hayek Kallen Investment Management
Alabama
– -$207K -4,860 Closed
SIC
2060
Samalin Investment Counsel
New York
– -$207K -4,853 Closed
CAS
2061
CTC Alternative Strategies
Illinois
– -$205K -4,800 Closed
AFG
2062
Atomi Financial Group
New York
– -$205K -4,799 Closed
CPC
2063
Consolidated Planning Corp
Georgia
– -$203K -4,765 Closed
PTC
2064
Petrus Trust Company
Texas
– -$202K -4,740 Closed
DP
2065
Denver PWM
Colorado
– -$206K -4,728 Closed
FCB
2066
First County Bank
Connecticut
– -$201K -4,720 Closed
ANB
2067
Amarillo National Bank
Texas
– -$201K -4,715 Closed
RCA
2068
Resonant Capital Advisors
Wisconsin
– -$201K -4,712 Closed
BFO
2069
Boston Family Office
Massachusetts
– -$200K -4,698 Closed
BG
2070
Benedetti & Gucer
Georgia
– -$200K -4,693 Closed
IGWM
2071
ICA Group Wealth Management
Colorado
– -$194K -4,551 Closed
CA
2072
Crewe Advisors
Utah
– -$181K -4,236 Closed
SFO
2073
Standard Family Office
South Dakota
– -$134K -3,140 Closed
ODG
2074
O'Dell Group
Ohio
– -$116K -2,726 Closed
CWA
2075
Clearview Wealth Advisors
Oregon
– -$114K -2,661 Closed