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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
1801
Bangor Savings Bank
Maine
$206K +$211K +4,286 New
SMH
1802
Sanders Morris Harris
Texas
$206K +$211K +4,289 New
OA
1803
Oxbow Advisors
Texas
$206K +$211K +4,290 New
SFG
1804
StrategIQ Financial Group
Indiana
$206K +$212K +4,297 New
EW
1805
Evoke Wealth
California
$205K +$14.9K +302 +8%
WIA
1806
Westbourne Investment Advisors
Maryland
$205K +$210K +4,263 New
ML
1807
McAdam LLC
Pennsylvania
$205K +$211K +4,280 New
F
1808
F3Logic
Minnesota
$204K +$209K +4,249 New
SCG
1809
Sonata Capital Group
Washington
$204K +$209K +4,250 New
PCS
1810
Personal CFO Solutions
New Jersey
$203K +$208K +4,228 New
WCA
1811
Waypoint Capital Advisors
Minnesota
$203K +$208K +4,233 New
APG
1812
Abacus Planning Group
South Carolina
$203K +$208K +4,234 New
JWM
1813
Janiczek Wealth Management
Colorado
$202K +$1.63K +33 +0.8%
FPS
1814
Fieldpoint Private Securities
Connecticut
$202K +$12.1K +245 +6%
ACM
1815
AUA Capital Management
Pennsylvania
$201K +$24.6K +500 +14%
PP
1816
PDS Planning
Ohio
$201K +$206K +4,180 New
ZF
1817
Zhang Financial
Michigan
$201K +$206K +4,186 New
AA
1818
Auxano Advisors
Washington
$200K +$205K +4,160 New
IF
1819
Integrity Financial
Wyoming
$200K +$205K +4,160 New
MFA
1820
Mayflower Financial Advisors
Massachusetts
$200K +$205K +4,162 New
GGS
1821
Galvin Gaustad & Stein
Arizona
$200K +$206K +4,175 New
TC
1822
Telemus Capital
Michigan
$200K +$206K +4,176 New
FWM
1823
Focused Wealth Management
New York
$198K +$24.7K +501 +14%
EWM
1824
Edge Wealth Management
New York
$194K – – –
BFC
1825
Bedel Financial Consulting
Indiana
$192K -$985 -20 -0.5%