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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
2101
Newman Dignan & Sheerar Inc
Rhode Island
– -$250K -5,141 Closed
WJA
2102
Willis Johnson & Associates
Texas
– -$249K -5,136 Closed
AMBIA
2103
Allen Mooney & Barnes Investment Advisors
Georgia
– -$248K -5,122 Closed
BHWM
2104
Bar Harbor Wealth Management
New Hampshire
– -$247K -5,108 Closed
CCM
2105
CTC Capital Management
Illinois
– -$247K -5,100 Closed
NWM
2106
Northcape Wealth Management
New York
– -$246K -5,084 Closed
DC
2107
Defender Capital
North Carolina
– -$246K -5,074 Closed
BWA
2108
Burt Wealth Advisors
Maryland
– -$246K -5,070 Closed
WEG
2109
World Equity Group
Illinois
– -$244K -5,030 Closed
PCA
2110
Pallas Capital Advisors
Massachusetts
– -$232K -5,013 Closed
LW
2111
Linscomb Wealth
Texas
– -$242K -5,005 Closed
MC
2112
Middleton & Co
Massachusetts
– -$243K -5,005 Closed
MJP
2113
Michael J. Puzo
– -$242K -5,000 Closed
QFA
2114
Quattro Financial Advisors
Texas
– -$242K -5,000 Closed
WAS
2115
Wealth Advisory Solutions
Indiana
– -$242K -4,992 Closed
HKIM
2116
Hayek Kallen Investment Management
Alabama
– -$242K -4,985 Closed
FHC
2117
First Heartland Consultants
Missouri
– -$241K -4,983 Closed
MIA
2118
MMBG Investment Advisors
Florida
– -$241K -4,980 Closed
LRIA
2119
Leonard Rickey Investment Advisors
Washington
– -$239K -4,938 Closed
SSWM
2120
Smith Salley Wealth Management
North Carolina
– -$239K -4,938 Closed
CWM
2121
Chesapeake Wealth Management
Virginia
– -$239K -4,928 Closed
NICM
2122
Neo Ivy Capital Management
New York
– -$238K -4,918 Closed
LWM
2123
Laidlaw Wealth Management
New York
– -$237K -4,885 Closed
TWP
2124
Tempus Wealth Planning
California
– -$236K -4,873 Closed
UBV
2125
United Bank (Virginia)
Virginia
– -$234K -4,819 Closed
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85
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