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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1576
Destination Wealth Management
California
$448K +$46.4K +970 +11%
WMG
1577
WESCAP Management Group
California
$446K -$129K -2,696 -21%
RBC
1578
Ronald Blue & Co
Georgia
$446K -$32.3K -675 -6%
TFF
1579
The Family Firm
Maryland
$446K +$35.7K +746 +8%
NA
1580
Nottingham Advisors
New York
$446K +$482K +10,071 New
JCM
1581
Janney Capital Management
Pennsylvania
$445K – – –
HAI
1582
Hennessy Advisors Inc
California
$443K -$1.87M -39,000 -80%
BC
1583
Banced Corp
Illinois
$442K -$152K -3,173 -24%
JDR
1584
Jay D. Rosenbaum
$442K +$40.4K +845 +9%
LP
1585
LGL Partners
Pennsylvania
$441K -$47.9K -1,000 -9%
ZIG
1586
Zuckerman Investment Group
Illinois
$441K – – –
WIA
1587
Westbourne Investment Advisors
Maryland
$440K – – –
DT
1588
Diversified Trust
Tennessee
$440K +$109K +2,273 +30%
NL
1589
NWAM LLC
Washington
$440K +$476K +9,941 New
ARMC
1590
American Research & Management Company
Massachusetts
$439K -$259K -5,422 Closed
SIG
1591
Schooner Investment Group
Pennsylvania
$438K -$239K -5,000 -33%
RIG
1592
Roosevelt Investment Group
New York
$437K -$26.3M -549,484 -98%
KPCM
1593
Kings Point Capital Management
New York
$436K -$693K -14,474 -60%
VHAM
1594
Van Hulzen Asset Management
California
$429K -$1.91M -39,896 -80%
HHGA
1595
Halbert Hargrove Global Advisors
California
$429K -$60.1K -1,255 -11%
JWA
1596
JFS Wealth Advisors
Pennsylvania
$426K -$506K -10,578 -52%
IIA
1597
IPG Investment Advisors
California
$424K +$48.2K +1,007 +12%
PCP
1598
Proficio Capital Partners
Massachusetts
$421K – – –
EWM
1599
Evermay Wealth Management
Virginia
$421K +$10K +209 +2%
RA
1600
RFG Advisory
Alabama
$416K -$8.9K -186 -2%
62 63
64
65 66