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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GMA
1451
Goldstein Munger & Associates
California
$313K
CYG
1452
Clean Yield Group
Vermont
$311K -$25.9K -600 -8%
CCC
1453
Chelsea Counsel Company
California
$310K -$2.55K -59 -0.9%
AW
1454
Alpha Windward
Massachusetts
$308K -$1.25K -29 -0.4%
BFA
1455
Beaumont Financial Advisors
Massachusetts
$308K +$69.1K +1,600 +31%
WPIC
1456
White Pine Investment Company
Michigan
$307K
ARMC
1457
American Research & Management Company
Massachusetts
$305K -$8.64K -200 -3%
PWAG
1458
Polaris Wealth Advisory Group
California
$305K
KFS
1459
Kurt F. Somerville
$304K
HA
1460
Hamel Associates
New Jersey
$304K +$289K +6,692 New
WA
1461
WESPAC Advisors
California
$304K +$290K +6,706 New
BCM
1462
Brookstone Capital Management
Illinois
$303K +$289K +6,683 New
KL
1463
Kinsight LLC
Alabama
$301K
WCM
1464
Windsor Capital Management
Arizona
$300K -$3.5K -81 -1%
WPW
1465
Waldron Private Wealth
Pennsylvania
$299K +$285K +6,588 New
LWI
1466
Long Wharf Investors
Massachusetts
$294K -$17.5K -406 -6%
CM
1467
Capital Management
Virginia
$292K -$14.5K -335 -5%
BBPWM
1468
Blue Bell Private Wealth Management
Pennsylvania
$290K +$275K +6,377 New
FTI
1469
Fiduciary Trust International
Massachusetts
$286K -$341K -7,904 -56%
CPA
1470
Court Place Advisors
Maryland
$286K +$272K +6,300 New
Kayne Anderson Rudnick Investment Management
1471
Kayne Anderson Rudnick Investment Management
California
$285K
GP
1472
Girard Partners
Pennsylvania
$285K +$272K +6,288 New
EGA
1473
E&G Advisors
Texas
$284K +$270K +6,250 New
PCM
1474
Palisade Capital Management
New Jersey
$282K +$269K +6,222 New
AB
1475
Atlas Brown
Kentucky
$279K +$9.76K +226 +4%