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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1351
Pennsylvania Capital Management
Pennsylvania
$300K +$321K +11,715 New
PP
1352
Professional Planning
California
$300K +$321K +11,715 New
RC
1353
Roundview Capital
New Jersey
$299K -$822K -30,052 -72%
OFG
1354
Oxford Financial Group
Indiana
$299K -$53.4K -1,953 -14%
SFG
1355
Summit Financial Group
West Virginia
$299K -$27 -1 -0%
FCIM
1356
Fairview Capital Investment Management
California
$299K – – –
SSWM
1357
Sheets Smith Wealth Management
North Carolina
$299K +$59.6K +2,178 +23%
TIA
1358
Traphagen Investment Advisors
New Jersey
$299K -$76.3K -2,788 -19%
SCM
1359
Southport Capital Management
Tennessee
$297K +$26.2K +958 +9%
PAS
1360
Partnervest Advisory Services
California
$297K +$94.5K +3,453 +42%
MSAM
1361
Moloney Securities Asset Management
Missouri
$297K +$317K +11,590 New
JJ
1362
JDC-JSC
New York
$297K +$317K +11,600 New
BTW
1363
Boston Trust Walden
Massachusetts
$296K -$28.7K -1,048 -8%
LCS
1364
Levin Capital Strategies
New York
$296K +$116K +4,223 +57%
GTAM
1365
Global Trust Asset Management
Florida
$294K -$288K -10,518 -48%
WPW
1366
Waldron Private Wealth
Pennsylvania
$294K -$82.5K -3,017 -21%
KA
1367
Kovack Advisors
Florida
$293K +$313K +11,431 New
S
1368
Surevest
California
$293K +$313K +11,448 New
NWP
1369
Northstar Wealth Partners
Connecticut
$292K -$106K -3,890 -25%
SHJ
1370
Sharkey, Howes & Javer
Colorado
$292K – – –
CCFM
1371
Clear Creek Financial Management
Washington
$292K +$313K +11,433 New
AWM
1372
Altavista Wealth Management
North Carolina
$291K -$73.9K -2,700 -19%
PWP
1373
Principle Wealth Partners
Connecticut
$291K -$6.29K -230 -2%
OIA
1374
Optimum Investment Advisors
Illinois
$290K -$11K -402 -3%
CT
1375
Coastline Trust
Rhode Island
$290K -$6.62K -242 -2%
53 54
55
56 57