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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1426
Plante Moran Financial Advisors
Michigan
$760K +$69.3K +1,222 +10%
CPIG
1427
Chicago Partners Investment Group
Illinois
$759K -$95K -1,674 -11%
TC
1428
Telemus Capital
Michigan
$754K +$53.4K +941 +7%
OC
1429
Oarsman Capital
Wisconsin
$750K +$238K +4,189 +45%
IWM
1430
IHT Wealth Management
Illinois
$748K -$39K -687 -5%
CA
1431
CapWealth Advisors
Tennessee
$746K -$60.8K -1,071 -7%
JC
1432
Jacobs & Co
California
$744K -$11.3K -200 -1%
BCMO
1433
Buckingham Capital Management (Ohio)
Ohio
$737K -$88.1K -1,552 -10%
AFP
1434
Ausdal Financial Partners
Iowa
$737K -$24.9K -438 -3%
NWP
1435
Northstar Wealth Partners
Connecticut
$737K +$761K +13,410 New
EIA
1436
Edgemoor Investment Advisors
Maryland
$735K +$11.4K +201 +2%
ODCM
1437
Old Dominion Capital Management
Virginia
$735K +$750K +13,210 New
MC
1438
Micawber Capital
Washington
$731K +$163K +2,880 +28%
MA
1439
MCF Advisors
Kentucky
$730K +$30.8K +542 +4%
CCMG
1440
Clark Capital Management Group
Pennsylvania
$729K -$4.65K -82 -0.6%
HIC
1441
Hartline Investment Corp
Illinois
$726K – – –
MCM
1442
Mengis Capital Management
Oregon
$722K -$4.03K -71 -0.5%
NWM
1443
Northwest Wealth Management
Iowa
$720K -$22.1K -389 -3%
BWM
1444
BigSur Wealth Management
Florida
$716K – – –
LPT
1445
Legacy Private Trust
Wisconsin
$715K +$33.4K +588 +5%
BA
1446
Bristol Advisors
Pennsylvania
$713K -$22.2K -392 -3%
PAM
1447
Premier Asset Management
Illinois
$712K -$931K -16,400 -56%
BW
1448
Bison Wealth
Georgia
$712K -$5.96K -105 -0.8%
BCP
1449
Berkeley Capital Partners
Georgia
$710K -$53.1K -936 -7%
WCWM
1450
Willow Creek Wealth Management
California
$710K +$79.8K +1,406 +12%
56 57
58
59 60