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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1451
Jay D. Rosenbaum
$635K -$56.4K -950 -7%
AB
1452
Atlas Brown
Kentucky
$634K +$131K +2,200 +22%
CA
1453
Cornerstone Advisory
Maryland
$629K -$160K -2,691 -18%
MWP
1454
MYCIO Wealth Partners
Pennsylvania
$629K -$10.7K -180 -1%
CFA
1455
Cahill Financial Advisors
Minnesota
$629K +$296K +4,983 +71%
KA
1456
Kovack Advisors
Florida
$628K +$70.4K +1,185 +11%
DAM
1457
Doheny Asset Management
California
$627K -$3.68M -61,927 -84%
VCM
1458
Vision Capital Management
Oregon
$627K -$51.7K -870 -7%
CCM
1459
Coldstream Capital Management
Washington
$625K -$509K -8,574 -42%
BCWM
1460
Blue Chip Wealth Management
Florida
$625K +$709K +11,934 New
OC
1461
Oarsman Capital
Wisconsin
$623K +$24.4K +410 +4%
LC
1462
LCNB Corp
Ohio
$620K -$74.8K -1,260 -10%
BI
1463
Boulegeris Investments
Georgia
$619K -$248K -4,169 -26%
BMC
1464
Beaton Management Company
Massachusetts
$617K -$50.4K -849 -7%
HIC
1465
Hartline Investment Corp
Illinois
$614K
IIC
1466
Ironwood Investment Counsel
Arizona
$614K +$61.2K +1,031 +10%
FAM
1467
Formidable Asset Management
Ohio
$610K -$5.94K -100 -0.9%
IFWM
1468
Institute for Wealth Management
Colorado
$610K +$38.4K +646 +6%
FNBSF
1469
First National Bank Sioux Falls
South Dakota
$606K +$5.29K +89 +0.8%
KTC
1470
Kistler-Tiffany Companies
Pennsylvania
$605K -$251K -4,231 -27%
SAM
1471
Summit Asset Management
Tennessee
$604K -$13.3K -224 -2%
FFS
1472
Founders Financial Securities
Maryland
$600K +$13.7K +230 +2%
PFBT
1473
Parkside Financial Bank & Trust
Missouri
$599K -$50.6K -851 -7%
BW
1474
Bison Wealth
Georgia
$598K +$34.7K +584 +5%
MJRIC
1475
Mogy Joel R Investment Counsel
California
$592K -$107K -1,800 -14%