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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
Cornerstone Advisory
Maryland
$781K +$780K +14,367 New
NCMW
1452
Northern Capital Management (Wisconsin)
Wisconsin
$780K – – –
BCM
1453
Boyle Capital Management
Iowa
$776K – – –
IC
1454
Intersect Capital
California
$770K +$354K +6,527 +85%
PTC
1455
Philadelphia Trust Company
Pennsylvania
$767K +$21.7K +400 +3%
RBC
1456
Ronald Blue & Co
Georgia
$766K -$1.2M -22,099 -61%
RC
1457
Roundview Capital
New Jersey
$762K – – –
CC
1458
Curian Capital
Colorado
$754K -$932K -17,159 -55%
NAM
1459
Needelman Asset Management
California
$746K -$3.8K -70 -0.5%
RP
1460
Riverbridge Partners
Minnesota
$745K +$19K +350 +3%
YP
1461
Yellowstone Partners
Idaho
$745K +$473K +8,714 +174%
HI
1462
Horizon Investments
North Carolina
$744K +$744K +13,694 New
PFS
1463
Physicians Financial Services
North Carolina
$743K +$742K +13,671 New
ZB
1464
Zions Bancorporation
Utah
$739K -$9.61K -177 -1%
HHGA
1465
Halbert Hargrove Global Advisors
California
$736K -$21.9K -404 -3%
JFA
1466
Johanson Financial Advisors
California
$735K +$731K +13,470 New
SIM
1467
SSI Investment Management
California
$725K – – –
FPFS
1468
First Personal Financial Services
North Carolina
$720K +$522K +9,612 +265%
BCM
1469
Brookstone Capital Management
Illinois
$717K +$209K +3,850 +41%
LJHT
1470
Laurie J. Hall Trustee
$708K -$10.9K -200 -1%
JCM
1471
Janney Capital Management
Pennsylvania
$707K -$5.27K -97 -0.7%
BFIC
1472
Bedell Frazier Investment Counselling
California
$706K +$21K +386 +3%
OC
1473
Oakworth Capital
Alabama
$705K +$563K +10,372 +402%
OIA
1474
Optimum Investment Advisors
Illinois
$704K +$9.77K +180 +1%
ACH
1475
ArrowMark Colorado Holdings
Colorado
$702K – – –
57 58
59
60 61