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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1576
Thompson Siegel & Walmsley
Virginia
$572K +$106K +1,880 +25%
OCM
1577
Orser Capital Management
Texas
$572K +$513K +9,081 New
IWA
1578
IBEX Wealth Advisors
New Jersey
$568K +$6.1K +108 +1%
VC
1579
Vestor Capital
Illinois
$566K -$118K -2,085 -18%
CWA
1580
Cypress Wealth Advisors
California
$565K +$25.2K +447 +5%
AA
1581
Apriem Advisors
California
$563K -$3.66M -64,725 -87%
SMC
1582
Smith, Moore & Co
Missouri
$562K -$21.6K -382 -4%
SFM
1583
Systematic Financial Management
New Jersey
$561K – – –
JFGLC
1584
Johnson Financial Group LLC (Colorado)
Colorado
$560K -$52K -920 -9%
JCM
1585
Janney Capital Management
Pennsylvania
$560K -$2.65K -47 -0.5%
FIM
1586
Fruth Investment Management
Texas
$560K – – –
DDC
1587
DF Dent & Co
Maryland
$556K +$85.2K +1,508 +20%
OAM
1588
Occidental Asset Management
California
$555K – – –
RFM
1589
Royal Fund Management
Florida
$555K +$136K +2,402 +36%
KWA
1590
KCS Wealth Advisory
California
$553K +$515K +9,113 New
KA
1591
Klingman & Associates
New York
$552K +$513K +9,091 New
AIM
1592
Arcadia Investment Management
Michigan
$550K -$12.1K -215 -2%
PMFA
1593
Plante Moran Financial Advisors
Michigan
$549K -$183K -3,233 -26%
PA
1594
Probity Advisors
Texas
$549K +$47.2K +836 +10%
KSA
1595
Ken Stern & Associates
California
$547K -$3.11K -55 -0.6%
WHRC
1596
W.H. Reaves & Co
New Jersey
$546K – – –
WA
1597
WBH Advisory
Maryland
$545K -$11.2K -198 -2%
BCA
1598
Bray Capital Advisors
Florida
$542K +$152K +2,700 +43%
HK
1599
Horizon Kinetics
New York
$541K -$15.9K -282 -3%
BCP
1600
Berkeley Capital Partners
Georgia
$539K -$194K -3,443 -28%
62 63
64
65 66