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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1501
Mark Sheptoff Financial Planning
Connecticut
$441K – – –
SWK
1502
Stephen W. Kidder
$439K – – –
WDA
1503
Wendell David Associates
New Hampshire
$438K – – –
DPI
1504
Diversified Portfolios Inc
Michigan
$437K +$422K +7,967 New
SCM
1505
Sterneck Capital Management
Missouri
$433K +$7.89K +149 +2%
SIC
1506
Sigma Investment Counselors
Michigan
$432K -$1.59K -30 -0.4%
CYG
1507
Clean Yield Group
Vermont
$431K – – –
TYCC
1508
Texas Yale Capital Corp
Florida
$431K – – –
CAS
1509
CTC Alternative Strategies
Illinois
$428K – – –
CCT
1510
Country Club Trust
Missouri
$427K -$110K -2,077 -21%
AIM
1511
Allen Investment Management
New York
$426K -$54K -1,020 -12%
IIC
1512
Ironwood Investment Counsel
Arizona
$426K +$13.8K +260 +3%
BCM
1513
Bourgeon Capital Management
Connecticut
$421K – – –
PHAM
1514
Palisades Hudson Asset Management
Florida
$420K – – –
HA
1515
Hamel Associates
New Jersey
$419K -$2.38K -45 -0.6%
SIA
1516
Stancorp Investment Advisers
Oregon
$417K +$403K +7,612 New
BCM
1517
Blume Capital Management
California
$416K +$52.9K +1,000 +15%
CAL
1518
Capital Analysts LLC
Pennsylvania
$416K +$20.8K +392 +5%
IH
1519
IFC Holdings
Florida
$411K +$75.9K +1,434 +24%
PFA
1520
Pure Financial Advisors
California
$410K +$38.5K +727 +11%
DTL
1521
Dynamic Technology Lab
Singapore
$410K +$396K +7,476 New
WSCM
1522
Wellington Shields Capital Management
New York
$407K – – –
KAH
1523
Kathryn A. Hall
$406K +$392K +7,400 New
AF
1524
Affiance Financial
Minnesota
$405K +$391K +7,389 New
W
1525
Wealthquest
Ohio
$404K +$390K +7,370 New
59 60
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62 63