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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
2101
Wealthspire Advisors (New York)
New York
– -$152K -3,296 Closed
AIP
2102
Almanack Investment Partners
Pennsylvania
– -$123K -2,679 Closed
PHK
2103
Point72 Hong Kong
Hong Kong
– -$94K -2,047 Closed
PFC
2104
Phocas Financial Corp
California
– -$89K -1,930 Closed
RCG
2105
Ruggie Capital Group
Florida
– -$80K -1,726 Closed
TFA
2106
Transamerica Financial Advisors
Florida
– -$66K -1,415 Closed
PG
2107
Patten Group
Tennessee
– -$51K -1,100 Closed
MWA
2108
Meridian Wealth Advisors
Texas
– -$42K -920 Closed
FTI
2109
Fiduciary Trust International
Massachusetts
– -$42K -909 Closed
MS
2110
Mizuho Securities
Japan
– -$28K -600 Closed
SFA
2111
Spectrum Financial Alliance
Kentucky
– -$27K -600 Closed
FFW
2112
Fusion Family Wealth
New York
– -$20K -444 Closed
IAS
2113
INR Advisory Services
Pennsylvania
– -$9K -203 Closed
CH
2114
Canton Hathaway
Rhode Island
– -$8K -175 Closed
PRC
2115
Pearl River Capital
Michigan
– -$7K -157 Closed
SGS
2116
Sterling Global Strategies
California
– -$5.71K -124 Closed
CAL
2117
Capital Analysts LLC
Pennsylvania
– -$5K -102 Closed
KCM
2118
Karp Capital Management
California
– -$2K -40 Closed
CIM
2119
Contravisory Investment Management
Massachusetts
– -$1K -25 Closed
HI
2120
Human Investing
Oregon
– -$1K -24 Closed
PCM
2121
Princeton Capital Management
New Jersey
– +$443 +9 New
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