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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EDRS
1751
Edmond de Rothschild (Suisse)
Switzerland
$117K +$116K +2,076 New
BCI
1752
Brinker Capital Investments
Pennsylvania
$112K -$3.35K -60 -3%
TWMP
1753
Taylor Wealth Management Partners
Massachusetts
$108K +$107K +1,920 New
GWA
1754
Genesis Wealth Advisors
Massachusetts
$105K +$12.5K +225 +14%
RAM
1755
Riggs Asset Management
Pennsylvania
$103K -$38K -682 -27%
LWM
1756
LBA Wealth Management
Florida
$103K
First Eagle Investment Management
1757
First Eagle Investment Management
New York
$101K
SGC
1758
South Georgia Capital
Illinois
$99K +$94.8K +1,700 +3,208%
AAC
1759
Asset Advisors Corp
Georgia
$97K
LOT
1760
Lombard Odier Transatlantic
Quebec, Canada
$95K -$318K -5,700 -77%
CFA
1761
CT Financial Advisors
Pennsylvania
$93.6K -$6.63K -119 -7%
MCA
1762
Mercer Capital Advisers
New Jersey
$91K
AFIA
1763
America First Investment Advisors
Nebraska
$90K
TCCM
1764
Timber Creek Capital Management
Massachusetts
$88K
WCM
1765
Wealthcare Capital Management
Virginia
$87K -$31.2K -559 -26%
CWM
1766
Catamount Wealth Management
Connecticut
$83K
MUS
1767
Mitsubishi UFJ Securities
Japan
$79K -$48.5K -870 -38%
CFSG
1768
Community Financial Services Group
Vermont
$79K -$12.4K -223 -14%
CWM
1769
Cranbrook Wealth Management
Michigan
$76K
OAM
1770
Orinda Asset Management
California
$75K +$74.3K +1,332 New
IWC
1771
Integrated Wealth Counsel
California
$74K -$17.3K -310 -19%
GI
1772
Gradient Investments
Minnesota
$74K +$15.8K +283 +27%
KA
1773
Klingman & Associates
New York
$73K
PO
1774
Private Ocean
California
$70K
NCM
1775
Nelson Capital Management
California
$68K -$2.17K -39 -3%