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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1751
AllSquare Wealth Management
New York
$120K -$4.12K -75 -3%
SC
1752
Saturna Capital
Washington
$119K
AC
1753
Alexandria Capital
Virginia
$119K +$55 +1 +0%
JG
1754
Jefferies Group
New York
$110K -$689K -12,532 -85%
SFPIA
1755
Stevens First Principles Investment Advisors
California
$108K -$49.5K -900 -30%
BAM
1756
Brave Asset Management
New Jersey
$107K
BCI
1757
Brinker Capital Investments
Pennsylvania
$100K -$2.75K -50 -3%
TWMP
1758
Taylor Wealth Management Partners
Massachusetts
$99K
EDRS
1759
Edmond de Rothschild (Suisse)
Switzerland
$95K -$12K -218 -11%
RAM
1760
Riggs Asset Management
Pennsylvania
$94K
First Eagle Investment Management
1761
First Eagle Investment Management
New York
$92K
AAC
1762
Asset Advisors Corp
Georgia
$89K
LOT
1763
Lombard Odier Transatlantic
Quebec, Canada
$88K
CFA
1764
CT Financial Advisors
Pennsylvania
$85.4K
MCA
1765
Mercer Capital Advisers
New Jersey
$83K
AFIA
1766
America First Investment Advisors
Nebraska
$82K
TCCM
1767
Timber Creek Capital Management
Massachusetts
$80K
PIM
1768
Parasol Investment Management
Illinois
$77K -$60.9K -1,107 -43%
CWM
1769
Catamount Wealth Management
Connecticut
$76K
LWA
1770
Lenox Wealth Advisors
New York
$74K +$27.5K +500 +53%
CFSG
1771
Community Financial Services Group
Vermont
$73K +$550 +10 +0.7%
WCM
1772
Wealthcare Capital Management
Virginia
$70K -$10.2K -186 -12%
CWM
1773
Cranbrook Wealth Management
Michigan
$69K
IWC
1774
Integrated Wealth Counsel
California
$67K
PO
1775
Private Ocean
California
$63K