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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1476
SNS Financial Group
Minnesota
$622K +$12.8K +239 +2%
WCA
1477
Westover Capital Advisors
Delaware
$621K -$28.8K -537 -5%
TFF
1478
The Family Firm
Maryland
$621K +$93K +1,736 +18%
CWM
1479
Concert Wealth Management
California
$615K -$860K -16,049 -59%
BTIS
1480
BB&T Investment Services
North Carolina
$615K +$352K +6,572 +144%
SWA
1481
Sutton Wealth Advisors
Florida
$612K +$1.71K +32 +0.3%
MJP
1482
Michael J. Puzo
$610K -$53.6K -1,000 -8%
GIC
1483
GFI Investment Counsel
Ontario, Canada
$610K +$417K +7,780 +241%
BCMO
1484
Buckingham Capital Management (Ohio)
Ohio
$608K -$122K -2,270 -17%
IOOF
1485
Independent Order of Foresters
Ontario, Canada
$607K -$35.9K -670 -6%
CCM
1486
Canal Capital Management
Virginia
$603K -$1.18M -22,016 -67%
HCM
1487
Hollencrest Capital Management
California
$602K +$49.6K +925 +9%
MCWS
1488
McKinley Carter Wealth Services
West Virginia
$599K -$37.9K -708 -6%
TFO
1489
Tarbox Family Office
California
$597K – – –
IH
1490
IFC Holdings
Florida
$597K +$12.8K +239 +2%
PAM
1491
PT Asset Management
Illinois
$593K +$573K +10,700 New
LWM
1492
Lyell Wealth Management
California
$592K +$24.8K +463 +5%
RP
1493
Reinhart Partners
Wisconsin
$587K -$536 -10 -0.1%
KFS
1494
Kurt F. Somerville
$585K -$61.6K -1,150 -10%
PAG
1495
Pinnacle Advisory Group
Maryland
$582K -$71.3K -1,330 -11%
SAM
1496
Shamrock Asset Management
Texas
$579K -$19.6K -365 -3%
SBL
1497
Sargent Bickham Lagudis
Colorado
$575K -$14.6K -272 -3%
CWA
1498
Cypress Wealth Advisors
California
$571K -$406K -7,582 -42%
ADL
1499
Asset Dedication LLC
California
$566K -$18K -336 -3%
GLI
1500
Guardian Life Insurance
New York
$564K -$387K -7,221 -42%
58 59
60
61 62