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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1801
Focused Wealth Management
New York
$183K +$141K +3,000 +482%
NCM
1802
Nelson Capital Management
California
$181K +$14.1K +300 +9%
ME
1803
McIlrath & Eck
Washington
$180K -$43.1K -915 -20%
APC
1804
Aspire Private Capital
North Carolina
$179K – – –
VCM
1805
Vigilant Capital Management
Maine
$176K +$20.7K +440 +14%
GAM
1806
Gemmer Asset Management
California
$175K -$5.7K -121 -3%
MA
1807
MCF Advisors
Kentucky
$175K +$64.2K +1,363 +64%
AP
1808
Arlington Partners
Alabama
$173K – – –
LPIC
1809
LeJeune Puetz Investment Counsel
Michigan
$164K -$18.8K -400 -11%
HIM
1810
Hillsdale Investment Management
Ontario, Canada
$163K +$60.8K +1,290 +66%
RP
1811
Rowlandmiller & Partners
Georgia
$157K – – –
CII
1812
Capital International Inc
California
$157K +$146K +3,106 New
CAGAS
1813
Capital Advisory Group Advisory Services
Minnesota
$156K – – –
BFC
1814
Bedel Financial Consulting
Indiana
$155K +$1.55K +33 +1%
CA
1815
Centerpoint Advisors
Massachusetts
$154K -$7.07K -150 -5%
IF
1816
Ironwood Financial
Arizona
$153K – – –
BWL
1817
Bogart Wealth LLC
Virginia
$148K -$7.44K -158 -5%
BCI
1818
Brinker Capital Investments
Pennsylvania
$146K -$19.9K -422 -13%
BWA
1819
BDO Wealth Advisors
Florida
$141K +$424 +9 +0.3%
WAS
1820
Winch Advisory Services
Wisconsin
$141K +$1.04K +22 +0.8%
AIM
1821
Advantage Investment Management
Iowa
$141K +$8.81K +187 +7%
AA
1822
Advisory Alpha
Michigan
$139K +$136K +2,893 New
CAC
1823
Certified Advisory Corp
Florida
$137K +$14.4K +306 +13%
LD
1824
Lipe & Dalton
New York
$136K +$127K +2,695 New
WCG
1825
Weaver Consulting Group
California
$134K +$84.1K +1,785 +184%
71 72
73
74 75