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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
1801
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
KPCM
1802
Kings Point Capital Management
New York
$80K +$1.97K +44 +3%
SB
1803
Strategic Blueprint
Georgia
$80K +$79.1K +1,772 New
SWA
1804
SOA Wealth Advisors
New York
$79K +$4.38K +98 +6%
AIC
1805
Archer Investment Corporation
Indiana
$78.3K – – –
FCMT
1806
Founders Capital Management (Texas)
Texas
$77K – – –
LWA
1807
Lenox Wealth Advisors
New York
$77K +$6.56K +147 +9%
ATC
1808
Adirondack Trust Company
New York
$76K -$10.6K -237 -12%
BAM
1809
Bellevue Asset Management
Washington
$75K – – –
CTB
1810
Country Trust Bank
Illinois
$75K – – –
FFA
1811
Freedman Financial Associates
Massachusetts
$75K – – –
ADL
1812
Asset Dedication LLC
California
$74K +$9.47K +212 +16%
AssetMark Inc
1813
AssetMark Inc
California
$71K +$70.1K +1,570 New
CFN
1814
Cordasco Financial Network
Florida
$68K – – –
SGAM
1815
Smith Group Asset Management
Texas
$67K -$18.8K -420 -22%
MS
1816
Mizuho Securities
Japan
$65K +$50.9K +1,139 +398%
SWM
1817
Selective Wealth Management
Virginia
$64K -$30K -672 -32%
PP
1818
Pacifica Partners
Canada
$64K – – –
DWA
1819
Dougherty Wealth Advisers
Minnesota
$63K – – –
LFG
1820
Larson Financial Group
Missouri
$62K +$6.25K +140 +11%
AWM
1821
Accel Wealth Management
Iowa
$61K +$89 +2 +0.1%
EIP
1822
Ellis Investment Partners
Pennsylvania
$60K -$45 -1 -0.1%
HWA
1823
Heritage Wealth Advisors
Virginia
$59.1K – – –
TAIM
1824
TD Ameritrade Investment Management
Nebraska
$59K -$3.44K -77 -6%
FFG
1825
Ford Financial Group
California
$59K +$58.2K +1,303 New