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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1726
Annex Advisory Services
Wisconsin
$313K -$25K -498 -8%
SIG
1727
Sky Investment Group
Connecticut
$311K +$283K +5,635 New
CWM
1728
Cabot Wealth Management
Massachusetts
$310K +$453 +9 +0.2%
SIC
1729
Sigma Investment Counselors
Michigan
$310K +$3.07K +61 +1%
MCM
1730
MV Capital Management
Maryland
$309K -$16K -318 -5%
RCM
1731
Rockshelter Capital Management
Pennsylvania
$309K
BST
1732
Bath Savings Trust
Maine
$308K -$48.3K -961 -15%
NP
1733
NorthRock Partners
Minnesota
$306K +$279K +5,555 New
PHS
1734
Pekin Hardy Strauss
Illinois
$305K -$62.1K -1,235 -18%
DHFB
1735
Dixon Hubard Feinour & Brown
Virginia
$303K -$117K -2,323 -30%
SC
1736
Saybrook Capital
North Carolina
$303K -$25.1K -500 -8%
SHJ
1737
Sharkey, Howes & Javer
Colorado
$303K -$23K -458 -8%
BFA
1738
Beaumont Financial Advisors
Massachusetts
$302K -$15.3K -304 -5%
BJ
1739
Brouwer & Janachowski
California
$301K -$13.3K -264 -5%
AAM
1740
Aureus Asset Management
Massachusetts
$298K -$35.3K -702 -12%
IA
1741
Independence Advisors
Pennsylvania
$295K -$3.02K -60 -1%
PTC
1742
Philadelphia Trust Company
Pennsylvania
$294K -$669K -13,312 -71%
RP
1743
Rowlandmiller & Partners
Georgia
$293K -$30K -597 -10%
AAM
1744
AR Asset Management
California
$292K
MPM
1745
Meritage Portfolio Management
Kansas
$292K +$267K +5,307 New
AF
1746
Aldebaran Financial
$291K +$19.7K +392 +8%
PL
1747
Parthenon LLC
Kentucky
$290K -$39.6K -788 -13%
CFS
1748
Commonwealth Financial Services
West Virginia
$289K -$10.5K -208 -4%
NFC
1749
Northeast Financial Consultants
Connecticut
$287K -$402K -8,000 -61%
HIM
1750
HughesLittle Investment Management
$287K +$261K +5,200 New