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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1726
CT Financial Advisors
Pennsylvania
$97.7K +$94.4K +1,783 New
FPFS
1727
First Personal Financial Services
North Carolina
$96K +$93.5K +1,766 New
AAC
1728
Asset Advisors Corp
Georgia
$95K
GWA
1729
Genesis Wealth Advisors
Massachusetts
$90.8K +$86.8K +1,640 New
AFIA
1730
America First Investment Advisors
Nebraska
$88K
PIM
1731
Parasol Investment Management
Illinois
$88K
MCA
1732
Mercer Capital Advisers
New Jersey
$88K +$85.5K +1,615 New
TCCM
1733
Timber Creek Capital Management
Massachusetts
$87K
CWM
1734
Catamount Wealth Management
Connecticut
$81K +$78.1K +1,475 New
PRS
1735
Pinkerton Retirement Specialists
Idaho
$78K +$75.5K +1,426 New
CFSG
1736
Community Financial Services Group
Vermont
$77K +$4.92K +93 +7%
LWA
1737
Lenox Wealth Advisors
New York
$77K +$26.2K +495 +54%
WCM
1738
Wealthcare Capital Management
Virginia
$75K -$9.48K -179 -12%
CWM
1739
Cranbrook Wealth Management
Michigan
$74K
OFS
1740
Orrstown Financial Services
Pennsylvania
$74K
KA
1741
Klingman & Associates
New York
$71K +$69K +1,303 New
NCM
1742
Nelson Capital Management
California
$68K -$24.6K -465 -27%
PO
1743
Private Ocean
California
$68K
CP
1744
Corbenic Partners
Pennsylvania
$64K +$35.7K +674 +136%
RI
1745
Redwood Investments
Massachusetts
$61K
MUMSS
1746
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K
CRM
1747
Cramer Rosenthal McGlynn
Connecticut
$55K
FWC
1748
First Washington Corp
Washington
$55K
HDIM
1749
Hanson & Doremus Investment Management
Vermont
$55K +$5.03K +95 +10%
FNYS
1750
First New York Securities
New York
$54.8K +$52.9K +1,000 New