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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1351
IFP Advisors
Florida
$1.06M -$4.99M -101,927 -82%
OC
1352
Oarsman Capital
Wisconsin
$1.05M -$20K -408 -2%
PPSG
1353
Princeton Portfolio Strategies Group
New Jersey
$1.05M +$5.83K +119 +0.6%
WAM
1354
Wealthspire Advisors (Maryland)
Maryland
$1.05M +$103K +2,100 +11%
CAL
1355
Capital Analysts LLC
Pennsylvania
$1.04M -$84K -1,716 -7%
BIM
1356
Baldwin Investment Management
Pennsylvania
$1.04M +$79.4K +1,622 +8%
WPC
1357
White Pine Capital
Minnesota
$1.04M +$8.71K +178 +0.8%
LKIM
1358
Lawson Kroeker Investment Management
Nebraska
$1.04M +$49.2K +1,005 +5%
NFG
1359
Next Financial Group
Texas
$1.04M +$230K +4,707 +28%
MBT
1360
Monroe Bank & Trust
Michigan
$1.03M +$5.14K +105 +0.5%
CAM
1361
CMT Asset Management
Illinois
$1.03M +$1.05M +21,371 New
HCM
1362
Hollencrest Capital Management
California
$1.03M -$73.3K -1,498 -7%
WC
1363
Woodstock Corp
Massachusetts
$1.03M +$1.04M +21,259 New
H
1364
Hexavest
Quebec, Canada
$1.03M – – –
QCG
1365
Quadrant Capital Group
Ohio
$1.02M -$5.14K -105 -0.5%
PFM
1366
Premier Fund Managers
United Kingdom
$1.02M – – –
HB
1367
Homrich & Berg
Georgia
$1.02M -$40.2K -822 -4%
MWM
1368
Modera Wealth Management
New Jersey
$1.02M +$1.03M +21,083 New
TIA
1369
Tiemann Investment Advisors
California
$1.02M +$72.4K +1,478 +8%
PCM
1370
Pointe Capital Management
Michigan
$1.01M +$4.26K +87 +0.4%
SAM
1371
Shikiar Asset Management
New York
$1M +$88.1K +1,800 +10%
NG
1372
Northstar Group
New York
$1M +$112K +2,280 +12%
CSA
1373
Cottage Street Advisors
Massachusetts
$1M -$14.7K -301 -1%
BCA
1374
Benchmark Capital Advisors
New York
$999K +$228K +4,650 +29%
CS
1375
Comerica Securities
Michigan
$989K +$96.3K +1,966 +11%
53 54
55
56 57