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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PC
1376
Palo Capital
California
$978K -$222K -4,525 -18%
CPA
1377
Capital Planning Advisors
California
$976K +$24.4K +498 +3%
EWM
1378
Elite Wealth Management
Washington
$975K -$43.4K -887 -4%
RC
1379
Roundview Capital
New Jersey
$975K +$301K +6,139 +44%
JWM
1380
Jacobus Wealth Management
Wisconsin
$974K
IWMPD
1381
Integrated Wealth Management (Palm Desert)
California
$962K +$17K +347 +2%
KIA
1382
Kopp Investment Advisors
Minnesota
$959K -$21.7K -443 -2%
OPTFSNA
1383
Old Point Trust & Financial Services N A
Virginia
$958K +$474K +9,672 +95%
PWAP
1384
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$949K +$45.5K +930 +5%
IAMOG
1385
Investors Asset Management of Georgia
Georgia
$947K -$3.38K -69 -0.4%
BA
1386
Birinyi Associates
Connecticut
$943K +$12.2K +250 +1%
IIM
1387
Intact Investment Management
Quebec, Canada
$928K -$132K -2,700 -12%
GCM
1388
Grisanti Capital Management
New York
$928K +$940K +19,190 New
VWM
1389
Vector Wealth Management
Minnesota
$927K -$979 -20 -0.1%
PWM
1390
Perigon Wealth Management
California
$925K
BFEC
1391
Benjamin F. Edwards & Company
Missouri
$914K +$151K +3,085 +20%
WA
1392
WealthTrust Axiom
Pennsylvania
$913K +$294 +6 +0%
DAM
1393
Doheny Asset Management
California
$906K
SAMC
1394
Shinko Asset Management Company
Japan
$904K -$79.8K -1,630 -8%
C
1395
CFO4Life
Texas
$894K -$208K -4,250 -19%
BCMO
1396
Buckingham Capital Management (Ohio)
Ohio
$893K -$8.57K -175 -0.9%
LWAC
1397
Laurel Wealth Advisors (California)
California
$891K -$149K -3,036 -14%
CCM
1398
Condor Capital Management
New Jersey
$891K +$89.5K +1,828 +11%
NSAM
1399
North Star Asset Management
Wisconsin
$889K -$2.45K -50 -0.3%
PAS
1400
Partnervest Advisory Services
California
$888K +$268K +5,466 +42%