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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1701
Piedmont Investment Advisors
North Carolina
$119K -$24.6K -455 -17%
WCM
1702
Wealthcare Capital Management
Virginia
$115K +$40.3K +745 +55%
BAM
1703
Brave Asset Management
New Jersey
$113K – – –
BCI
1704
Brinker Capital Investments
Pennsylvania
$112K – – –
LWM
1705
LBA Wealth Management
Florida
$100K – – –
First Eagle Investment Management
1706
First Eagle Investment Management
New York
$98K – – –
CFA
1707
CT Financial Advisors
Pennsylvania
$97K – – –
AAC
1708
Asset Advisors Corp
Georgia
$94K – – –
CFSG
1709
Community Financial Services Group
Vermont
$89K +$12.1K +223 +16%
GWA
1710
Genesis Wealth Advisors
Massachusetts
$88.5K – – –
IWC
1711
Integrated Wealth Counsel
California
$88K -$15.5K -287 -15%
MCA
1712
Mercer Capital Advisers
New Jersey
$88K – – –
AFIA
1713
America First Investment Advisors
Nebraska
$87K – – –
PIM
1714
Parasol Investment Management
Illinois
$87K – – –
TCCM
1715
Timber Creek Capital Management
Massachusetts
$85K – – –
CWM
1716
Catamount Wealth Management
Connecticut
$80K – – –
LWA
1717
Lenox Wealth Advisors
New York
$76K – – –
CWM
1718
Cranbrook Wealth Management
Michigan
$73K – – –
KA
1719
Klingman & Associates
New York
$71K – – –
MWAN
1720
Mariner Wealth Advisors (NYC)
Kansas
$70K +$69.6K +1,288 New
FNYS
1721
First New York Securities
New York
$68.5K +$14K +259 +26%
NCM
1722
Nelson Capital Management
California
$68K – – –
PO
1723
Private Ocean
California
$67K – – –
PCM
1724
Prelude Capital Management
New York
$67K +$66.4K +1,229 New
RI
1725
Redwood Investments
Massachusetts
$60K – – –