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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1801
Smith, Moore & Co
Missouri
$384K +$7.88K +105 +2%
GWM
1802
GK Wealth Management
Nevada
$384K +$89.4K +1,191 +29%
BWM
1803
BlackDiamond Wealth Management
New York
$384K +$21.8K +290 +6%
CP
1804
CenterBook Partners
Connecticut
$382K -$66.7K -889 -14%
RFA
1805
Register Financial Advisors
Georgia
$381K +$5.86K +78 +1%
MAM
1806
MMA Asset Management
Pennsylvania
$381K +$3.38K +45 +0.9%
CC
1807
Constitution Capital
Connecticut
$380K – – –
MCA
1808
Millennium Capital Advisors
Arkansas
$380K +$3.75K +50 +1%
MCP
1809
Mirador Capital Partners
California
$380K +$13.6K +181 +4%
MPCG
1810
Matrix Private Capital Group
New York
$379K – – –
PWM
1811
Partners Wealth Management
California
$379K +$8.41K +112 +2%
MSAM
1812
Moloney Securities Asset Management
Missouri
$378K +$63.3K +843 +19%
ST
1813
Smithfield Trust
Pennsylvania
$378K -$22.5K -300 -5%
FCAS
1814
First Command Advisory Services
Texas
$377K +$25K +333 +7%
AP
1815
Americana Partners
Texas
$377K -$5.3M -70,542 -93%
WTA
1816
Washington Trust Advisors
Massachusetts
$374K -$133K -1,775 -25%
KFC
1817
Klingenstein Fields & Co
New York
$374K +$7.36K +98 +2%
CSPIA
1818
Cary Street Partners Investment Advisory
Virginia
$373K +$57.2K +762 +17%
NFC
1819
Northeast Financial Consultants
Connecticut
$372K – – –
MSA
1820
Marino Stram & Associates
Massachusetts
$372K -$8.11K -108 -2%
BAM
1821
Blueshift Asset Management
New Jersey
$371K +$388K +5,169 New
RP
1822
Raelipskie Partnership
Ontario, Canada
$371K – – –
BFF
1823
Byrne Financial Freedom
Massachusetts
$370K -$150 -2 -0%
EHAM
1824
Eagle Harbor Asset Management
Washington
$370K -$22.5K -300 -5%
BIC
1825
Beach Investment Counsel
Pennsylvania
$370K -$5.63K -75 -1%
71 72
73
74 75