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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1676
United Bank (Virginia)
Virginia
$218K -$62.5K -1,400 -23%
GSWM
1677
Golden State Wealth Management
California
$218K +$215K +4,820 New
WOC
1678
West Oak Capital
California
$217K – – –
PCMC
1679
Private Capital Management (Colorado)
Colorado
$216K +$213K +4,779 New
FAG
1680
Financial Advisory Group
Texas
$215K +$212K +4,742 New
BCA
1681
Biltmore Capital Advisors
New Jersey
$215K +$212K +4,749 New
SSWM
1682
Smith Salley Wealth Management
North Carolina
$215K +$212K +4,756 New
ARC
1683
Advisor Resource Council
Texas
$214K +$211K +4,717 New
CF
1684
Copperwynd Financial
Arizona
$213K +$210K +4,699 New
PAM
1685
Premier Asset Management
Illinois
$213K +$210K +4,702 New
FAM
1686
Formidable Asset Management
Ohio
$212K -$289K -6,465 -58%
PT
1687
Plimoth Trust
Massachusetts
$212K -$56.3K -1,261 -21%
HWMG
1688
Hurlow Wealth Management Group
Indiana
$211K -$138K -3,085 -40%
SAMT
1689
Select Asset Management & Trust
Pennsylvania
$211K -$33.5K -750 -14%
HC
1690
Hoese & Co
Minnesota
$211K +$20.1K +450 +11%
W
1691
Wealthquest
Ohio
$211K +$209K +4,678 New
WPP
1692
Whalerock Point Partners
Rhode Island
$210K +$207K +4,640 New
NG
1693
Northstar Group
New York
$209K +$205K +4,599 New
CCA
1694
Catalyst Capital Advisors
New York
$209K +$206K +4,615 New
CTI
1695
Community Trust & Investment
Kentucky
$209K +$206K +4,619 New
BWA
1696
Bordeaux Wealth Advisors
California
$209K +$207K +4,625 New
CAC
1697
Certified Advisory Corp
Florida
$208K -$76.8K -1,719 -27%
EIG
1698
Ellenbecker Investment Group
Wisconsin
$208K +$206K +4,603 New
IIC
1699
Integrated Investment Consultants
Michigan
$207K +$204K +4,573 New
RIM
1700
Rockbridge Investment Management
New York
$206K -$30.9K -692 -13%
66 67
68
69 70