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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1701
Rockbridge Investment Management
New York
$206K -$30.9K -692 -13%
LJHT
1702
Laurie J. Hall Trustee
$206K -$1.88K -42 -0.9%
VFP
1703
Verus Financial Partners
Virginia
$206K +$205K +4,589 New
SCM
1704
Silvant Capital Management
Georgia
$205K – – –
FA
1705
Fermata Advisors
California
$205K +$202K +4,525 New
HVIA
1706
Hudson Valley Investment Advisors
New York
$202K +$199K +4,465 New
WAAG
1707
Wealth Alliance Advisory Group
Kansas
$201K +$198K +4,433 New
MWM
1708
Modera Wealth Management
New Jersey
$201K +$199K +4,446 New
ACA
1709
Affinity Capital Advisors
California
$201K +$199K +4,447 New
SL
1710
Salomon & Ludwin
Virginia
$200K +$198K +4,423 New
AIM
1711
Arcadia Investment Management
Michigan
$199K – – –
SFSIG
1712
San Francisco Sentry Investment Group
California
$199K +$1.61K +36 +0.8%
RFA
1713
Reilly Financial Advisors
California
$198K -$45 -1 -0%
CWC
1714
Carolinas Wealth Consulting
North Carolina
$198K +$26.9K +602 +16%
ARMC
1715
American Research & Management Company
Massachusetts
$197K -$11.2K -250 -5%
S
1716
Seeyond
France
$197K +$893 +20 +0.5%
FPS
1717
Fieldpoint Private Securities
Connecticut
$193K +$22.3K +500 +15%
GWSG
1718
GPS Wealth Strategies Group
Colorado
$192K -$2.19K -49 -1%
CHC
1719
City Holding Co
West Virginia
$191K – – –
SWM
1720
Sugarloaf Wealth Management
Georgia
$188K +$3.3K +74 +2%
TCM
1721
Tradewinds Capital Management
Washington
$188K +$27K +604 +17%
ACA
1722
Atlas Capital Advisors
Wyoming
$187K +$6.07K +136 +3%
APP
1723
Alpha Paradigm Partners
Illinois
$186K +$183K +4,096 New
Q
1724
QVR
California
$185K +$183K +4,094 New
TFS
1725
TrustCore Financial Services
Tennessee
$184K +$45 +1 +0%
67 68
69
70 71