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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1501
Plante Moran Financial Advisors
Michigan
$599K +$175K +3,666 +37%
SIM
1502
SSI Investment Management
California
$596K -$8.66K -181 -1%
FAM
1503
Formidable Asset Management
Ohio
$596K +$4.88K +102 +0.8%
FPCP
1504
Fort Point Capital Partners
California
$595K +$118K +2,462 +23%
MGIA
1505
Moneta Group Investment Advisors
Missouri
$594K -$330K -6,905 -34%
EAM
1506
Evanson Asset Management
California
$591K -$37.4K -781 -6%
IC
1507
InterOcean Capital
Illinois
$588K +$12.3K +257 +2%
WCA
1508
Westover Capital Advisors
Delaware
$588K +$80.5K +1,683 +15%
BW
1509
Bison Wealth
Georgia
$586K -$1.1M -22,948 -63%
MFW
1510
Mosaic Family Wealth
Missouri
$586K -$165K -3,444 -21%
NFC
1511
Northeast Financial Consultants
Connecticut
$584K -$676K -14,122 -52%
CCM
1512
Cutler Capital Management
Massachusetts
$580K +$47.9K +1,000 +8%
MC
1513
Menta Capital
California
$580K +$627K +13,100 New
ACC
1514
Accident Compensation Corp
New Zealand
$576K +$622K +13,000 New
HIC
1515
Hartline Investment Corp
Illinois
$573K – – –
NAM
1516
NTV Asset Management
West Virginia
$572K – – –
FCIM
1517
Fairview Capital Investment Management
California
$571K – – –
HPBT
1518
High Point Bank & Trust
North Carolina
$571K +$3.73K +78 +0.6%
BCM
1519
Boyle Capital Management
Iowa
$569K -$19.9K -415 -3%
WA
1520
Wealth Architects
California
$568K -$23.9K -500 -4%
TNAM
1521
Terra Nova Asset Management
New York
$564K -$325K -6,796 -35%
CCM
1522
Compass Capital Management
Minnesota
$561K – – –
AIM
1523
Assured Investment Management
New York
$560K -$1.32M -27,539 -69%
CFA
1524
Capstone Financial Advisors
Illinois
$557K -$15.1K -316 -2%
SCA
1525
Salient Capital Advisors
Texas
$549K -$135K -2,823 -19%
59 60
61
62 63