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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFR
1726
Lehman Financial Resources
Pennsylvania
$279K – – –
LOCC
1727
Lombard Odier & Cie (Canada)
Quebec, Canada
$279K – – –
CYG
1728
Clean Yield Group
Vermont
$277K -$73.1K -1,500 -20%
MIP
1729
Marietta Investment Partners
Wisconsin
$275K – – –
FMW
1730
Farr Miller & Washington
District of Columbia
$274K -$7.95K -163 -3%
BFA
1731
Beaumont Financial Advisors
Massachusetts
$274K +$26K +533 +10%
SIM
1732
Sigma Investment Management
Oregon
$274K +$78K +1,600 +38%
BJ
1733
Brouwer & Janachowski
California
$274K +$282K +5,784 New
PGA
1734
Portland Global Advisors
Maine
$273K – – –
BST
1735
Bath Savings Trust
Maine
$268K – – –
PA
1736
Probity Advisors
Texas
$268K +$276K +5,659 New
KF
1737
Krilogy Financial
Missouri
$266K +$36.7K +753 +15%
RCM
1738
Rockshelter Capital Management
Pennsylvania
$265K – – –
FMA
1739
FNY Managed Accounts
New York
$263K +$271K +5,550 New
FAG
1740
Financial Advisory Group
Texas
$261K +$60.7K +1,245 +29%
MCM
1741
Manchester Capital Management
Vermont
$260K -$25.5K -523 -9%
AWE
1742
Avidian Wealth Enterprises
Texas
$260K -$12K -247 -4%
CA
1743
Corrado Advisors
New Jersey
$259K +$27.6K +566 +12%
NEPWA
1744
New England Private Wealth Advisors
Massachusetts
$258K +$29.6K +608 +13%
ARMC
1745
American Research & Management Company
Massachusetts
$257K – – –
VC
1746
Vicus Capital
Pennsylvania
$257K +$9.95K +204 +4%
GS
1747
Girard Securities
California
$256K -$41.2K -845 -13%
RB
1748
Rodgers Brothers
Pennsylvania
$256K +$22.9K +469 +10%
WI
1749
Wedgewood Investors
Pennsylvania
$255K – – –
STMM
1750
South Texas Money Management
Texas
$254K -$1.61K -33 -0.6%
68 69
70
71 72