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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VHAM
1601
Van Hulzen Asset Management
California
$300K +$290K +5,476 New
CCC
1602
Chelsea Counsel Company
California
$298K – – –
ARMC
1603
American Research & Management Company
Massachusetts
$297K – – –
GIA
1604
Guyasuta Investment Advisors
Pennsylvania
$297K +$23.8K +450 +9%
RDM
1605
Retirement Design & Management
Connecticut
$296K +$286K +5,397 New
BWFM
1606
Bridgewater Wealth & Financial Management
Maryland
$295K +$285K +5,382 New
NIS
1607
National Investment Services
Wisconsin
$294K -$4.13M -78,052 -94%
CD
1608
Carl Domino
Florida
$293K +$283K +5,350 New
GIM
1609
Groesbeck Investment Management
New Jersey
$291K – – –
WI
1610
Wedgewood Investors
Pennsylvania
$289K +$45.4K +858 +19%
SCA
1611
STALEY CAPITAL ADVISERS
Pennsylvania
$288K – – –
CL
1612
Croft-Leominster
Maryland
$286K – – –
IHL
1613
Investment House LLC
California
$285K – – –
YP
1614
Yellowstone Partners
Idaho
$281K -$19.2K -363 -7%
FMC
1615
First Merchants Corp
Indiana
$281K +$7.68K +145 +3%
WPIC
1616
White Pine Investment Company
Michigan
$280K – – –
HWA
1617
Heritage Wealth Advisors
Virginia
$280K +$25.8K +487 +11%
KA
1618
Kovack Advisors
Florida
$280K +$270K +5,104 New
MA
1619
MCF Advisors
Kentucky
$278K -$305K -5,768 -53%
TA
1620
Teton Advisors
New York
$274K – – –
CFA
1621
Capstone Financial Advisors
Illinois
$274K +$11.6K +220 +5%
CL
1622
CFS LLC
Oklahoma
$271K +$30.5K +577 +13%
EWM
1623
Evermay Wealth Management
Virginia
$270K -$55K -1,038 -17%
NCMG
1624
NCM Capital Management Group
North Carolina
$270K – – –
ZF
1625
Zhang Financial
Michigan
$270K – – –
63 64
65
66 67