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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1326
Capital Planning Advisors
California
$1.17M +$1.51K +30 +0.1%
PFSC
1327
Peoples Financial Services Corp
Pennsylvania
$1.17M +$2.51K +50 +0.2%
WC
1328
Woodstock Corp
Massachusetts
$1.16M -$4.53K -90 -0.4%
HSA
1329
HBK Sorce Advisory
Pennsylvania
$1.15M -$686K -13,635 -40%
AIA
1330
Arbor Investment Advisors
North Carolina
$1.15M -$208K -4,141 -17%
SFWA
1331
Summit Financial Wealth Advisors
Louisiana
$1.13M -$896K -17,825 -46%
AIIMS
1332
Analyst IMS Investment Management Services
Israel
$1.13M -$242K -4,810 -19%
TSW
1333
Thompson Siegel & Walmsley
Virginia
$1.13M -$585K -11,625 -36%
WPC
1334
White Pine Capital
Minnesota
$1.13M -$251 -5 -0%
FBT
1335
First Bank & Trust
South Dakota
$1.12M +$1.02M +20,332 New
MCM
1336
Murphy Capital Management
New Jersey
$1.12M -$28.1K -559 -3%
EM
1337
ELCO Management
New York
$1.11M -$63.4K -1,260 -6%
BIM
1338
Baldwin Investment Management
Pennsylvania
$1.1M -$40.2K -800 -4%
CAAS
1339
Capital Asset Advisory Services
Michigan
$1.1M – – –
AIM
1340
Advantage Investment Management
Iowa
$1.1M +$75.6K +1,504 +8%
SOAMC
1341
Spirit of America Management Corp
New York
$1.1M +$304K +6,050 +44%
FWCM
1342
First Western Capital Management
California
$1.09M +$994K +19,761 New
NG
1343
Northstar Group
New York
$1.08M -$81.5K -1,620 -8%
LWM
1344
Lyell Wealth Management
California
$1.08M +$987K +19,635 New
PAS
1345
Partnervest Advisory Services
California
$1.08M -$103K -2,042 -9%
CPA
1346
Court Place Advisors
Maryland
$1.08M +$15.1K +300 +2%
NSIM
1347
North Star Investment Management
Illinois
$1.07M +$127K +2,520 +15%
CCM
1348
Compass Capital Management
Minnesota
$1.07M +$339K +6,744 +53%
GRP
1349
Global Retirement Partners
California
$1.07M +$975K +19,391 New
FMLI
1350
Fukoku Mutual Life Insurance
Japan
$1.06M -$30.2K -600 -3%
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