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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1801
Sanders Morris Harris
Texas
$206K +$211K +4,289 New
OA
1802
Oxbow Advisors
Texas
$206K +$211K +4,290 New
SFG
1803
StrategIQ Financial Group
Indiana
$206K +$212K +4,297 New
EW
1804
Evoke Wealth
California
$205K +$14.9K +302 +8%
WIA
1805
Westbourne Investment Advisors
Maryland
$205K +$210K +4,263 New
ML
1806
McAdam LLC
Pennsylvania
$205K +$211K +4,280 New
F
1807
F3Logic
Minnesota
$204K +$209K +4,249 New
SCG
1808
Sonata Capital Group
Washington
$204K +$209K +4,250 New
PCS
1809
Personal CFO Solutions
New Jersey
$203K +$208K +4,228 New
WCA
1810
Waypoint Capital Advisors
Minnesota
$203K +$208K +4,233 New
APG
1811
Abacus Planning Group
South Carolina
$203K +$208K +4,234 New
JWM
1812
Janiczek Wealth Management
Colorado
$202K +$1.63K +33 +0.8%
FPS
1813
Fieldpoint Private Securities
Connecticut
$202K +$12.1K +245 +6%
ACM
1814
AUA Capital Management
Pennsylvania
$201K +$24.6K +500 +14%
PP
1815
PDS Planning
Ohio
$201K +$206K +4,180 New
ZF
1816
Zhang Financial
Michigan
$201K +$206K +4,186 New
AA
1817
Auxano Advisors
Washington
$200K +$205K +4,160 New
IF
1818
Integrity Financial
Wyoming
$200K +$205K +4,160 New
MFA
1819
Mayflower Financial Advisors
Massachusetts
$200K +$205K +4,162 New
GGS
1820
Galvin Gaustad & Stein
Arizona
$200K +$206K +4,175 New
TC
1821
Telemus Capital
Michigan
$200K +$206K +4,176 New
FWM
1822
Focused Wealth Management
New York
$198K +$24.7K +501 +14%
EWM
1823
Edge Wealth Management
New York
$194K – – –
BFC
1824
Bedel Financial Consulting
Indiana
$192K -$985 -20 -0.5%
PFA
1825
Professional Financial Advisors
Nebraska
$191K +$738 +15 +0.4%
71 72
73
74 75