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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2076
Invera Wealth Advisors
Oregon
$351K +$342K +4,253 New
DWAM
2077
Duncan Williams Asset Management
Tennessee
$351K -$1.53K -19 -0.4%
PAWC
2078
P.A.W. Capital
Connecticut
$351K -$28.1K -350 -8%
GKIM
2079
GW&K Investment Management
Massachusetts
$351K -$17.5K -218 -5%
SI
2080
Seeds Investor
New York
$350K -$15.8K -197 -4%
SHFG
2081
S Harris Financial Group
Texas
$350K +$14.7K +183 +5%
HWMO
2082
Heritage Wealth Management (Ohio)
Ohio
$350K +$340K +4,232 New
DIP
2083
DT Investment Partners
Pennsylvania
$349K +$14.1K +175 +4%
GBT
2084
Grove Bank & Trust
Florida
$348K – – –
CSA
2085
Cornerstone Select Advisors
Missouri
$348K +$338K +4,211 New
BFA
2086
Beacon Financial Advisory
Ohio
$348K -$16.6K -207 -5%
BAM
2087
BCV Asset Management
$348K – – –
AT
2088
American Trust
Kentucky
$347K -$1.61K -20 -0.5%
OC
2089
Oakworth Capital
Alabama
$347K +$62.1K +773 +23%
MFF
2090
Michels Family Financial
Texas
$346K +$5.14K +64 +2%
CCA
2091
Corps Capital Advisors
Texas
$346K +$336K +4,182 New
DP
2092
Denver PWM
Colorado
$345K – – –
EIP
2093
Ellis Investment Partners
Pennsylvania
$345K +$643 +8 +0.2%
ACP
2094
Aviance Capital Partners
Florida
$345K -$8.04K -100 -2%
PCMNC
2095
Piedmont Capital Management (North Carolina)
North Carolina
$345K +$2.41K +30 +0.7%
NDSI
2096
Newman Dignan & Sheerar Inc
Rhode Island
$344K – – –
GAM
2097
Gould Asset Management
California
$344K – – –
TW
2098
Towerpoint Wealth
California
$343K -$7.71K -96 -2%
BFW
2099
Brady Family Wealth
Missouri
$343K +$80 +1 +0%
LC
2100
Lawood & Co
Pennsylvania
$340K – – –
82 83
84
85 86