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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
1301
Aull & Monroe Investment Management
Alabama
$728K -$45.5K -889 -5%
GWS
1302
Glassman Wealth Services
Virginia
$727K -$4.82K -94 -0.6%
BEAM
1303
Baker Ellis Asset Management
Washington
$723K -$284K -5,550 -26%
RC
1304
Roundview Capital
New Jersey
$722K -$1.24M -24,163 -61%
BPA
1305
Beacon Pointe Advisors
California
$722K +$806K +15,732 New
BC
1306
Brio Consultants
California
$720K +$801K +15,629 New
EP
1307
Edgestream Partners
New Jersey
$719K -$3.67M -71,630 -82%
RIL
1308
Rothschild Investment LLC
Illinois
$719K -$55.8K -1,089 -7%
SMC
1309
Smith, Moore & Co
Missouri
$717K -$88.3K -1,724 -10%
MCM
1310
Murphy Capital Management
New Jersey
$714K -$69.1K -1,350 -8%
IAMOG
1311
Investors Asset Management of Georgia
Georgia
$714K -$7.68K -150 -1%
GSC
1312
G&S Capital
Colorado
$714K – – –
CAM
1313
Cresset Asset Management
Illinois
$713K +$792K +15,465 New
S
1314
SimplyRich
California
$710K -$30.5K -596 -4%
BFO
1315
Biltmore Family Office
North Carolina
$706K +$44.4K +866 +6%
MBT
1316
Monroe Bank & Trust
Michigan
$704K -$563 -11 -0.1%
PAS
1317
Partnervest Advisory Services
California
$695K -$105K -2,045 -12%
CCMD
1318
Cypress Capital Management (Delaware)
Delaware
$695K – – –
BS
1319
Boenning & Scattergood
Pennsylvania
$695K +$5.58K +109 +0.7%
TC
1320
Telemus Capital
Michigan
$694K -$91.6K -1,789 -11%
IIM
1321
Ipswich Investment Management
Massachusetts
$694K -$41K -800 -5%
ECG
1322
Edge Capital Group
Georgia
$694K +$772K +15,064 New
NJBEST
1323
New Jersey Better Educational Savings Trust
New Jersey
$691K -$102K -2,000 -12%
EM
1324
ELCO Management
New York
$691K -$30.7K -600 -4%
CC
1325
Chicago Capital
Illinois
$691K -$20.5K -401 -3%
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