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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1501
Capital Management
Virginia
$320K – – –
HPCM
1502
High Pointe Capital Management
Illinois
$319K -$456K -8,860 -59%
CFG
1503
CKW Financial Group
Hawaii
$317K – – –
PGA
1504
Portland Global Advisors
Maine
$316K – – –
CAM
1505
ClariVest Asset Management
California
$313K – – –
AWA
1506
AmeriServ Wealth Advisors
Pennsylvania
$311K – – –
FPCP
1507
Fort Point Capital Partners
California
$311K +$102K +1,990 +50%
IH
1508
IFC Holdings
Florida
$310K -$95K -1,847 -24%
EWM
1509
Evermay Wealth Management
Virginia
$310K +$37.5K +730 +14%
SAMT
1510
Select Asset Management & Trust
Pennsylvania
$309K – – –
VST
1511
Van Strum & Towne
California
$305K +$75.2K +1,461 +33%
AAS
1512
Annex Advisory Services
Wisconsin
$301K -$71.3K -1,386 -19%
CAW
1513
Cornerstone Advisors (Washington)
Washington
$301K -$4.94K -96 -2%
MIP
1514
Marietta Investment Partners
Wisconsin
$301K – – –
AF
1515
Aldebaran Financial
$298K -$82.3K -1,600 -22%
FIM
1516
Fernwood Investment Management
Massachusetts
$298K -$2.57K -50 -0.9%
BFA
1517
Beaumont Financial Advisors
Massachusetts
$297K -$7.72K -150 -3%
SBWM
1518
Sunflower Bank Wealth Management
Arizona
$296K +$17K +330 +6%
EGA
1519
E&G Advisors
Texas
$293K – – –
SM
1520
Salzhauer Michael
$291K – – –
BCA
1521
Bernzott Capital Advisors
California
$287K +$284K +5,525 New
YP
1522
Yellowstone Partners
Idaho
$285K -$1.08K -21 -0.4%
SFA
1523
Sequoia Financial Advisors
Ohio
$284K -$257 -5 -0.1%
VIA
1524
Vantage Investment Advisors
Pennsylvania
$283K +$7.05K +137 +3%
AB
1525
Atlas Brown
Kentucky
$282K -$76.4K -1,486 -21%
59 60
61
62 63