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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1276
YorkBridge Wealth Partners
New York
$528K +$23.8K +533 +5%
MSA
1277
Marino Stram & Associates
Massachusetts
$528K +$521K +11,657 New
WBC
1278
West Branch Capital
Massachusetts
$527K +$217K +4,853 +71%
SOW
1279
State of Wyoming
Wyoming
$524K +$149K +3,347 +41%
CWP
1280
Capital Wealth Planning
Florida
$522K +$4.87K +109 +1%
ECM
1281
Evergreen Capital Management
Washington
$521K +$64.5K +1,445 +14%
VAM
1282
Vontobel Asset Management
New York
$520K +$279K +6,254 +120%
BCA
1283
Bay Colony Advisors
Massachusetts
$519K -$22K -492 -4%
S
1284
Surevest
California
$518K – – –
BMC
1285
Beaton Management Company
Massachusetts
$516K -$31.3K -700 -6%
AWS
1286
AJ Wealth Strategies
New York
$516K +$134 +3 +0%
FMC
1287
First Merchants Corp
Indiana
$513K -$881K -19,737 -64%
NIM
1288
Northeast Investment Management
Massachusetts
$511K +$98.2K +2,200 +24%
WFI
1289
West Family Investments
California
$511K +$504K +11,285 New
PSC
1290
Prentiss Smith & Co
Vermont
$508K +$8.89K +199 +2%
BCI
1291
Brinker Capital Investments
Pennsylvania
$508K +$244K +5,472 +95%
EGM
1292
Engineers Gate Manager
New York
$505K -$114K -2,556 -19%
HI
1293
Hudock Inc
Pennsylvania
$502K -$233K -5,211 -32%
LCAM
1294
London & Capital Asset Management
United Kingdom
$501K – – –
AFP
1295
Ausdal Financial Partners
Iowa
$500K -$251K -5,627 -34%
LCM
1296
Leisure Capital Management
California
$500K – – –
AWAP
1297
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$500K +$14.4K +322 +3%
CWM
1298
Cornerstone Wealth Management
Missouri
$496K -$73.7K -1,650 -13%
QVT
1299
Quantitative Value Technologies
Kansas
$495K – – –
GVAG
1300
Great Valley Advisor Group
Delaware
$493K +$4.33K +97 +0.9%
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