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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1726
Evermay Wealth Management
Virginia
$184K +$182K +4,072 New
EWM
1727
Edge Wealth Management
New York
$183K -$123K -2,752 -40%
JWM
1728
Janiczek Wealth Management
Colorado
$183K +$8.04K +180 +5%
BFC
1729
Bedel Financial Consulting
Indiana
$182K +$268 +6 +0.1%
HR
1730
Howe & Rusling
New York
$180K -$268 -6 -0.2%
CFD
1731
Creative Financial Designs
Indiana
$179K -$3.66K -82 -2%
PFA
1732
Professional Financial Advisors
Nebraska
$177K +$357 +8 +0.2%
WP
1733
WealthShield Partners
North Carolina
$177K +$34.4K +770 +25%
VCM
1734
Versant Capital Management
Arizona
$174K +$42.2K +944 +33%
FCB
1735
First Command Bank
Texas
$169K – – –
FCFS
1736
First Command Financial Services
Texas
$169K – – –
ACM
1737
AUA Capital Management
Pennsylvania
$167K -$44.7K -1,000 -21%
OC
1738
Oakworth Capital
Alabama
$166K -$11.1K -249 -6%
APC
1739
Aspire Private Capital
North Carolina
$166K -$848 -19 -0.5%
KTC
1740
Kistler-Tiffany Companies
Pennsylvania
$166K +$2.46K +55 +2%
SC
1741
Sierra Capital
Florida
$165K – – –
FWM
1742
Focused Wealth Management
New York
$159K – – –
AWM
1743
Activest Wealth Management
Florida
$159K +$6.74K +151 +5%
OIA
1744
Optimum Investment Advisors
Illinois
$157K – – –
PO
1745
Private Ocean
California
$155K -$22.1K -494 -13%
AP
1746
Arlington Partners
Alabama
$155K – – –
Kayne Anderson Rudnick Investment Management
1747
Kayne Anderson Rudnick Investment Management
California
$155K – – –
SSC
1748
Syverson Strege & Co
Iowa
$153K – – –
PFBT
1749
Parkside Financial Bank & Trust
Missouri
$151K -$17.4K -390 -10%
BDWM
1750
Brewin Dolphin Wealth Management
Ireland
$148K +$15.1K +339 +12%