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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1851
Klingman & Associates
New York
$71K -$271K -5,000 -79%
LWA
1852
Lenox Wealth Advisors
New York
$69K -$10.1K -186 -13%
KM
1853
Kalos Management
Georgia
$67K
PO
1854
Private Ocean
California
$67K
RI
1855
Redwood Investments
Massachusetts
$64K +$4.07K +75 +7%
IP
1856
Isthmus Partners
Wisconsin
$64K +$32.6K +600 +100%
SEC
1857
Seven Eight Capital
New York
$58K -$825K -15,200 -93%
CP
1858
Corbenic Partners
Pennsylvania
$58K
DA
1859
Dunvegan Associates
California
$58K
TSU
1860
TD Securities (USA)
New York
$57K -$88.3K -1,626 -61%
IWC
1861
Integrated Wealth Counsel
California
$54K -$17K -313 -24%
FWC
1862
First Washington Corp
Washington
$54K
PCP
1863
Proficio Capital Partners
Massachusetts
$54K +$54K +994 New
MUS
1864
Mitsubishi UFJ Securities
Japan
$44K +$15.7K +290 +56%
OFS
1865
Orrstown Financial Services
Pennsylvania
$43K
HCM
1866
Horrell Capital Management
Arkansas
$42K +$10.9K +200 +35%
APSP
1867
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K +$109 +2 +0.3%
KKAMG
1868
Kernodle & Katon Asset Management Group
Arkansas
$41K +$41.4K +763 New
HDIM
1869
Hanson & Doremus Investment Management
Vermont
$40K
BAM
1870
Bruderman Asset Management
New York
$37K
UFA
1871
US Financial Advisors
Massachusetts
$36K +$23.9K +441 +199%
MWM
1872
MinichMacGregor Wealth Management
New York
$36K +$35.2K +648 New
SCA
1873
Stuart Chaussee & Associates
California
$35K +$34.7K +639 New
JAM
1874
Jolley Asset Management
North Carolina
$33K
Financial Engines Advisors
1875
Financial Engines Advisors
California
$29K -$128K -2,366 -82%