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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
2101
Community Bank & Trust (Waco, Texas)
Texas
– -$245K -4,550 Closed
HIC
2102
Harvey Investment Company
Kentucky
– -$244K -4,534 Closed
SSWM
2103
Smith Salley Wealth Management
North Carolina
– -$244K -4,532 Closed
KFGK
2104
Keystone Financial Group (Kentucky)
Kentucky
– -$242K -4,506 Closed
RW
2105
REDW Wealth
New Mexico
– -$242K -4,500 Closed
PWM
2106
Paulson Wealth Management
Illinois
– -$221K -4,495 Closed
JWBC
2107
J.W. Burns & Co
New York
– -$242K -4,494 Closed
VCM
2108
Vigilant Capital Management
Maine
– -$241K -4,484 Closed
VAG
2109
VisionPoint Advisory Group
Texas
– -$241K -4,474 Closed
TAM
2110
Trust Asset Management
Texas
– -$239K -4,446 Closed
CTA
2111
Colonial Trust Advisors
South Carolina
– -$238K -4,432 Closed
CCG
2112
Chatham Capital Group
Georgia
– -$237K -4,402 Closed
CNC
2113
Citizens & Northern Corp
Pennsylvania
– -$235K -4,362 Closed
KCPG
2114
Kavar Capital Partners Group
Kansas
– -$235K -4,360 Closed
CFS
2115
CRA Financial Services
New Jersey
– -$234K -4,356 Closed
PFA
2116
Professional Financial Advisors
Nebraska
– -$234K -4,352 Closed
BA
2117
Ballast Advisors
Minnesota
– -$234K -4,343 Closed
AP
2118
Americana Partners
Texas
– -$233K -4,339 Closed
FI
2119
FormulaFolio Investments
Michigan
– -$233K -4,332 Closed
SWK
2120
Stephen W. Kidder
– -$231K -4,300 Closed
SFI
2121
SPC Financial Inc
Maryland
– -$230K -4,280 Closed
RMDI
2122
R.M. Davis Inc
Maine
– -$228K -4,237 Closed
BC
2123
Barnett & Company
Tennessee
– -$227K -4,222 Closed
HI
2124
Harrington Investments
California
– -$227K -4,212 Closed
IC
2125
Inscription Capital
Texas
– -$227K -4,212 Closed