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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1201
Intrua Financial
Texas
$814K -$187K -3,581 -20%
BMCM
1202
Black Maple Capital Management
Wisconsin
$811K +$466K +8,900 +175%
GI
1203
Gradient Investments
Minnesota
$810K -$15.4K -294 -2%
MPM
1204
MBB Public Markets
Illinois
$806K +$728K +13,910 New
CS
1205
Cannell & Spears
New York
$804K +$500K +9,550 +221%
PCM
1206
Pointe Capital Management
Michigan
$803K – – –
CIA
1207
Cladis Investment Advisory
Montana
$801K +$52 +1 +0%
P
1208
&Partners
Tennessee
$800K +$364K +6,955 +98%
PNC
1209
Park National Corp
Ohio
$798K – – –
EA
1210
Eclectic Associates
California
$795K +$27.8K +531 +4%
VWM
1211
Vivid Wealth Management
Iowa
$795K +$20.6K +393 +3%
SWM
1212
Shakespeare Wealth Management
Wisconsin
$795K – – –
NCM
1213
Neumann Capital Management
California
$790K – – –
RIA
1214
Richwood Investment Advisors
Ohio
$789K – – –
ANBTV
1215
American National Bank & Trust (Virginia)
Virginia
$789K +$712K +13,615 New
VPP
1216
Vertex Planning Partners
Illinois
$789K -$53.7K -1,026 -7%
WP
1217
Wealthspan Partners
Iowa
$784K +$708K +13,529 New
BTW
1218
Boston Trust Walden
Massachusetts
$783K -$52.3K -1,000 -7%
CPA
1219
Cardiff Park Advisors
California
$783K +$889 +17 +0.1%
DDC
1220
DF Dent & Co
Maryland
$779K +$378K +7,232 +117%
WAP
1221
Wealthcare Advisory Partners
Pennsylvania
$778K +$20.5K +391 +3%
GWM
1222
Gibbs Wealth Management
Georgia
$774K +$698K +13,350 New
LIM
1223
Longfellow Investment Management
Massachusetts
$773K +$4.92K +94 +0.7%
FFA
1224
Farther Finance Advisors
California
$773K +$102K +1,944 +17%
PL
1225
Plancorp LLC
Missouri
$769K +$192K +3,665 +38%
47 48
49
50 51