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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2126
Willow Creek Wealth Management
California
– -$227K -4,212 Closed
EB
2127
Eastern Bank
Massachusetts
– -$226K -4,206 Closed
SIC
2128
Sigma Investment Counselors
Michigan
– -$225K -4,190 Closed
LRIA
2129
Leonard Rickey Investment Advisors
Washington
– -$225K -4,186 Closed
RCG
2130
Ruane, Cunniff & Goldfarb
New York
– -$225K -4,181 Closed
FC
2131
FCA Corp
Texas
– -$224K -4,161 Closed
SFA
2132
Stewardship Financial Advisors
Georgia
– -$223K -4,153 Closed
LFA
2133
Legacy Financial Advisors
Kentucky
– -$222K -4,121 Closed
SCP
2134
Sandhill Capital Partners
New York
– -$221K -4,107 Closed
HFAS
2135
Hummer Financial Advisory Services
Illinois
– -$221K -4,104 Closed
HAS
2136
HBW Advisory Services
California
– -$214K -4,060 Closed
PLFAM
2137
Pineno Levin & Ford Asset Management
Virginia
– -$217K -4,032 Closed
SNBOSD
2138
Security National Bank of So Dak
Iowa
– -$216K -4,012 Closed
OCM
2139
Orser Capital Management
Texas
– -$214K -4,000 Closed
IWP
2140
Icon Wealth Partners
Texas
– -$215K -3,988 Closed
TIA
2141
Tiemann Investment Advisors
California
– -$214K -3,981 Closed
SP
2142
Successful Portfolios
Florida
– -$213K -3,962 Closed
AM
2143
Atwater Malick
Pennsylvania
– -$213K -3,960 Closed
CSWG
2144
Cardinal Strategic Wealth Guidance
Kentucky
– -$212K -3,944 Closed
FC
2145
Fusion Capital
South Carolina
– -$212K -3,937 Closed
HKAM
2146
Horizon Kinetics Asset Management
New York
– -$212K -3,936 Closed
HFS
2147
Howard Financial Services
Texas
– -$212K -3,935 Closed
TAM
2148
Townsend Asset Management
North Carolina
– -$212K -3,932 Closed
GA
2149
Geller Advisors
New York
– -$211K -3,923 Closed
HC
2150
Henshaw Capital
Massachusetts
– -$210K -3,905 Closed