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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RSVP
2076
Ramsay Stattman Vela & Price
Colorado
– -$253K -6,132 Closed
MFS
2077
Mirabella Financial Services
United Kingdom
– -$251K -6,070 Closed
EWA
2078
Encompass Wealth Advisors
Oregon
– -$244K -5,915 Closed
CFP
2079
Catalyst Financial Partners
Massachusetts
– -$243K -5,896 Closed
FCB
2080
First County Bank
Connecticut
– -$239K -5,789 Closed
CAMG
2081
CWA Asset Management Group
Florida
– -$239K -5,782 Closed
BFM
2082
Boston Financial Management
Massachusetts
– -$233K -5,643 Closed
CCFCSB
2083
Cape Cod Five Cents Savings Bank
Massachusetts
– -$232K -5,625 Closed
CPA
2084
Capital Planning Advisors
California
– -$228K -5,533 Closed
VP
2085
Verum Partners
North Carolina
– -$226K -5,480 Closed
MSAM
2086
Moloney Securities Asset Management
Missouri
– -$226K -5,463 Closed
MPCG
2087
Matrix Private Capital Group
New York
– -$223K -5,395 Closed
PP
2088
Pegasus Partners
Wisconsin
– -$223K -5,389 Closed
GW
2089
GW & Wade
Massachusetts
– -$220K -5,319 Closed
CC
2090
Constitution Capital
Connecticut
– -$219K -5,300 Closed
CNB
2091
Camden National Bank
Maine
– -$219K -5,298 Closed
KFC
2092
Klingenstein Fields & Co
New York
– -$219K -5,295 Closed
NFP
2093
Narus Financial Partners
Utah
– -$219K -5,295 Closed
ITIM
2094
Indiana Trust & Investment Management
Indiana
– -$218K -5,290 Closed
DAM
2095
Deltec Asset Management
New York
– -$217K -5,260 Closed
PAM
2096
Pegasus Asset Management
New York
– -$217K -5,255 Closed
MC
2097
Middleton & Co
Massachusetts
– -$215K -5,210 Closed
OWM
2098
OneAscent Wealth Management
Alabama
– -$214K -5,186 Closed
BWM
2099
Buckley Wealth Management
Nevada
– -$213K -5,169 Closed
JWS
2100
Juncture Wealth Strategies
Arizona
– -$213K -5,160 Closed
82 83
84
85 86