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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CRM
1451
Cramer Rosenthal McGlynn
Connecticut
$41K +$39K +1,000 New
KLWA
1452
Kelly Lawrence W & Associates
California
$41K +$39K +1,000 New
GI
1453
Gradient Investments
Minnesota
$40K +$38.2K +980 New
CFSG
1454
Community Financial Services Group
Vermont
$37K +$34.9K +895 New
SAC
1455
Smith Affiliated Capital
New York
$33K
RI
1456
Redwood Investments
Massachusetts
$33K +$31.2K +800 New
RFA
1457
Reilly Financial Advisors
California
$31K +$29.1K +746 New
TFA
1458
Transamerica Financial Advisors
Florida
$30K +$28.1K +721 New
TCM
1459
TD Capital Management
Tennessee
$30K +$28.6K +735 New
AC
1460
Alexandria Capital
Virginia
$29K +$27.6K +707 New
HTHT
1461
Hemenway Trust Hemenway Trust
New Hampshire
$24K +$23K +589 New
BIM
1462
Bridgecreek Investment Management
Oklahoma
$23K +$22.1K +568 New
AWMS
1463
Advocacy Wealth Management Services
Georgia
$21K +$19.5K +500 New
ACM
1464
Antonetti Capital Management
Florida
$17K +$16.2K +416 New
NIM
1465
NuWave Investment Management
New Jersey
$15K +$14.2K +364 New
SMA
1466
Simply Money Advisors
Ohio
$13K +$12.1K +311 New
SGAM
1467
Smith Group Asset Management
Texas
$12K +$10.9K +279 New
CP
1468
Corbenic Partners
Pennsylvania
$12K +$11.5K +295 New
NC
1469
NewSquare Capital
Pennsylvania
$12K +$11.5K +296 New
PFO
1470
Pathstone Family Office
New Jersey
$10K +$9.35K +240 New
BWM
1471
Baystate Wealth Management
Massachusetts
$10K +$9.74K +250 New
OSAM
1472
O'Shaughnessy Asset Management
Connecticut
$9K +$8.92K +229 New
GGPS
1473
Gary Goldberg Planning Services
New York
$8K +$7.79K +200 New
NHFG
1474
New Harbor Financial Group
Massachusetts
$8K +$7.79K +200 New
TIM
1475
Tortoise Investment Management
New York
$8K +$7.79K +200 New