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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
1826
Litman Gregory Wealth Management
California
$39K +$37.2K +700 New
TRCT
1827
Tower Research Capital (TRC)
New York
$37K -$748K -14,078 -95%
RBC
1828
Roble Belko & Company
Pennsylvania
$36K +$9.3K +175 +37%
TIM
1829
Tortoise Investment Management
New York
$35K -$8.29K -156 -20%
IP
1830
Isthmus Partners
Wisconsin
$33K – – –
CFD
1831
Creative Financial Designs
Indiana
$32K -$9.89K -186 -24%
NCM
1832
New Capital Management
Texas
$29K – – –
RAM
1833
Riggs Asset Management
Pennsylvania
$28K -$8.24K -155 -24%
MUS
1834
Mitsubishi UFJ Securities
Japan
$28K – – –
DPA
1835
Delphi Private Advisors
California
$25K -$83K -1,561 -77%
TCM
1836
TD Capital Management
Tennessee
$24K – – –
HWM
1837
Holloway Wealth Management
Florida
$23K – – –
LA
1838
Legacy Advisors
Pennsylvania
$23K +$425 +8 +2%
MWM
1839
MinichMacGregor Wealth Management
New York
$22K -$1.54K -29 -7%
CAL
1840
Capital Advisors Ltd
Ohio
$22K – – –
HDIM
1841
Hanson & Doremus Investment Management
Vermont
$22K – – –
DOA
1842
D'Orazio & Associates
Virginia
$20K -$26.4K -497 -58%
MFT
1843
Moisand Fitzgerald Tamayo
Florida
$15K +$14K +263 New
CIM
1844
Contravisory Investment Management
Massachusetts
$15K +$14.9K +280 New
DSN
1845
D. Scott Neal
Kentucky
$14K +$4.04K +76 +43%
RWM
1846
Raffa Wealth Management
District of Columbia
$13.1K – – –
CP
1847
Corbenic Partners
Pennsylvania
$11K – – –
GWA
1848
Guidant Wealth Advisors
Illinois
$11K – – –
SFG
1849
SevenBridge Financial Group
Pennsylvania
$11K – – –
OFS
1850
Orrstown Financial Services
Pennsylvania
$10K -$19.1K -360 -65%
72 73
74
75 76