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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1326
Diligent Investors
California
$594K +$17.1K +363 +3%
EW
1327
Evoke Wealth
California
$594K +$555K +11,772 New
GLI
1328
Guardian Life Insurance
New York
$592K -$5.65K -120 -1%
TC
1329
Telemus Capital
Michigan
$590K -$10.6K -226 -2%
KJWM
1330
Kiley Juergens Wealth Management
Washington
$590K +$26.3K +559 +5%
NFG
1331
Next Financial Group
Texas
$590K +$60.2K +1,277 +12%
RSWM
1332
Robertson Stephens Wealth Management
California
$590K +$551K +11,690 New
JFA
1333
Johanson Financial Advisors
California
$589K -$212K -4,510 -28%
BIAS
1334
Beacon Investment Advisory Services
New Jersey
$589K +$22.8K +483 +4%
CT
1335
Coastline Trust
Rhode Island
$587K -$582K -12,360 -51%
HKIM
1336
Hayek Kallen Investment Management
Alabama
$586K -$17.1K -362 -3%
TL
1337
TrueWealth LLC
Georgia
$585K -$30.5K -647 -5%
KJHP
1338
K.J. Harrison & Partners
Ontario, Canada
$585K – – –
ACM
1339
Allred Capital Management
Texas
$584K -$114K -2,426 -17%
1IA
1340
1834 Investment Advisors
Wisconsin
$584K -$77.1K -1,636 -12%
AP
1341
Atwood & Palmer
Missouri
$584K -$47.1K -1,000 -8%
CWM
1342
Cornerstone Wealth Management
Missouri
$584K -$12.2K -260 -2%
GLA
1343
Good Life Advisors
Pennsylvania
$584K -$4.52K -96 -0.8%
DCM
1344
Dynamic Capital Management
Jersey
$584K +$545K +11,573 New
NERM
1345
New England Research & Management
Illinois
$583K -$33K -700 -6%
NIM
1346
Northeast Investment Management
Massachusetts
$583K – – –
SFSG
1347
Stearns Financial Services Group
North Carolina
$578K -$47.7K -1,013 -8%
PCI
1348
Pacifica Capital Investments
Texas
$577K – – –
GWAG
1349
Garrett Wealth Advisory Group
Texas
$576K -$1.51K -32 -0.3%
CIAS
1350
Capital Investment Advisory Services
North Carolina
$575K -$4.9K -104 -0.9%
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