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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1301
Windsor Capital Management
Arizona
$933K +$973 +18 +0.1%
AIA
1302
AIMZ Investment Advisors
California
$928K +$40.5K +750 +5%
HB
1303
Homrich & Berg
Georgia
$927K +$166K +3,080 +22%
PWM
1304
Perigon Wealth Management
California
$924K +$38.5K +712 +4%
OA
1305
Oxbow Advisors
Texas
$923K -$181K -3,340 -16%
PVWM
1306
Point View Wealth Management
New Jersey
$920K -$4.38K -81 -0.5%
DAC
1307
Dividend Assets Capital
South Carolina
$915K +$37.8K +700 +4%
JC
1308
Jacobs & Co
California
$912K -$21.6K -400 -2%
TIA
1309
Tiemann Investment Advisors
California
$910K +$54.1K +1,001 +6%
NAM
1310
NTV Asset Management
West Virginia
$905K – – –
WG
1311
Welch Group
Alabama
$904K +$68K +1,258 +8%
MGIA
1312
Moneta Group Investment Advisors
Missouri
$896K -$10.7K -198 -1%
PWAP
1313
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$896K +$7.46K +138 +0.8%
MCM
1314
Millie Capital Management
California
$895K – – –
CCM
1315
Condor Capital Management
New Jersey
$887K +$5.35K +99 +0.6%
EIA
1316
Edgemoor Investment Advisors
Maryland
$883K +$29.7K +549 +4%
BCM
1317
Bluefin Capital Management
New York
$877K -$5.92M -109,518 -87%
AIM
1318
Allen Investment Management
New York
$876K +$450K +8,335 +107%
FAM
1319
Formidable Asset Management
Ohio
$874K -$5.57K -103 -0.6%
FHC
1320
First Heartland Consultants
Missouri
$872K +$1.84K +34 +0.2%
HC
1321
HHG & Company
Connecticut
$865K +$860K +15,905 New
PAS
1322
Partnervest Advisory Services
California
$858K +$179K +3,305 +27%
PCM
1323
Pointe Capital Management
Michigan
$857K +$852K +15,758 New
NFG
1324
Next Financial Group
Texas
$851K +$116K +2,143 +16%
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$845K +$172K +3,176 +26%
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