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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1476
Reliant Investment Management
Tennessee
$345K -$24.3K -545 -7%
SP
1477
Successful Portfolios
Florida
$345K -$11.6K -260 -3%
SAS
1478
Stelac Advisory Services
New York
$345K +$340K +7,609 New
HI
1479
Humankind Investments
New York
$342K +$66.2K +1,482 +24%
MWM
1480
Minot Wealth Management
Massachusetts
$341K +$134 +3 +0%
MRCM
1481
M&R Capital Management
New Jersey
$341K +$17.9K +400 +6%
VC
1482
Vicus Capital
Pennsylvania
$341K +$26.3K +588 +8%
TI
1483
Telemetry Investments
New York
$340K -$424K -9,500 -56%
ICM
1484
Islay Capital Management
Texas
$340K – – –
PL
1485
Plancorp LLC
Missouri
$338K -$4.29K -96 -1%
UFA
1486
US Financial Advisors
Massachusetts
$338K -$982 -22 -0.3%
STA
1487
Summit Trail Advisors
New York
$336K +$18.1K +406 +6%
NJBEST
1488
New Jersey Better Educational Savings Trust
New Jersey
$335K – – –
WW
1489
Westshore Wealth
California
$335K – – –
EA
1490
Eclectic Associates
California
$333K +$38.5K +863 +13%
EWA
1491
Exencial Wealth Advisors
Oklahoma
$332K +$327K +7,322 New
LWM
1492
Laidlaw Wealth Management
New York
$332K +$327K +7,326 New
BL
1493
Balentine LLC
Georgia
$330K +$326K +7,297 New
JF
1494
Jump Financial
Illinois
$328K -$2.27M -50,765 -88%
WCM
1495
Windsor Capital Management
Arizona
$327K -$34.8K -779 -10%
CAGAS
1496
Capital Advisory Group Advisory Services
Minnesota
$327K -$7.01K -157 -2%
GAM
1497
Gould Asset Management
California
$327K – – –
CCC
1498
Chelsea Counsel Company
California
$326K – – –
CGH
1499
CMG Global Holdings
Texas
$325K -$33.5K -750 -9%
BFG
1500
Bouchey Financial Group
New York
$325K – – –
58 59
60
61 62