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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Confluence Wealth Management
Oregon
$271K +$57.7K +1,067 +27%
GIA
1602
Guyasuta Investment Advisors
Pennsylvania
$270K -$24.3K -450 -8%
FMC
1603
First Merchants Corp
Indiana
$268K -$10.8K -200 -4%
NCMG
1604
NCM Capital Management Group
North Carolina
$268K – – –
ZF
1605
Zhang Financial
Michigan
$268K – – –
AIM
1606
Advantage Investment Management
Iowa
$267K +$20.3K +375 +8%
IC
1607
Inverness Counsel
New York
$266K +$66K +1,222 +33%
MCM
1608
Manchester Capital Management
Vermont
$263K -$567K -10,494 -68%
EP
1609
Edgestream Partners
New Jersey
$262K -$394K -7,292 -60%
BWFM
1610
Bridgewater Wealth & Financial Management
Maryland
$262K -$30.1K -557 -10%
CHAM
1611
Clear Harbor Asset Management
Connecticut
$262K – – –
BA
1612
BKS Advisors
Michigan
$260K +$258K +4,776 New
VC
1613
Vicus Capital
Pennsylvania
$258K -$5.57K -103 -2%
CPA
1614
Capital Planning Advisors
California
$255K +$253K +4,688 New
CCMW
1615
Cypress Capital Management (Wyoming)
Wyoming
$255K +$36.3K +671 +17%
SCM
1616
Salem Capital Management
Massachusetts
$254K – – –
BFM
1617
Boothbay Fund Management
New York
$253K -$163K -3,009 -39%
NCM
1618
Noesis Capital Mangement
Florida
$253K +$252K +4,655 New
EWM
1619
Evermay Wealth Management
Virginia
$251K -$17K -315 -6%
SHWM
1620
Smith & Howard Wealth Management
Georgia
$251K – – –
BWA
1621
Burt Wealth Advisors
Maryland
$248K – – –
CPA
1622
Cowen Prime Advisors
New York
$245K -$919 -17 -0.4%
BST
1623
Bath Savings Trust
Maine
$245K – – –
CISOA
1624
Capital Investment Services of America
Wisconsin
$244K -$1.13M -21,000 -82%
FWM
1625
Focused Wealth Management
New York
$244K -$7.13K -132 -3%
63 64
65
66 67