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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1851
Chicago Partners Investment Group
Illinois
$74K -$659K -12,303 -90%
CWM
1852
Cranbrook Wealth Management
Michigan
$74K
PO
1853
Private Ocean
California
$69K
TCCM
1854
Timber Creek Capital Management
Massachusetts
$67K
RCG
1855
Ruggie Capital Group
Florida
$66K +$64.3K +1,200 New
RFWA
1856
RPg Family Wealth Advisory
Massachusetts
$65.8K +$4.34K +81 +7%
ABA
1857
American Beacon Advisors
Texas
$62K
PG
1858
Patten Group
Tennessee
$58K
ST
1859
Sageworth Trust
Pennsylvania
$58K +$56.3K +1,050 New
CFA
1860
Camarda Financial Advisors
Florida
$56K +$12K +224 +29%
WAM
1861
Westport Asset Management
Connecticut
$55K
APSP
1862
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$5.52K +103 +12%
CBT
1863
Central Bank & Trust
Kentucky
$52K -$49.1K -916 -49%
HCC
1864
Hirtle Callaghan & Co
Pennsylvania
$52K -$12.5K -234 -20%
MCM
1865
Manchester Capital Management
Vermont
$52K
AIS
1866
Accurate Investment Solutions
Pennsylvania
$50K +$107 +2 +0.2%
DOA
1867
D'Orazio & Associates
Virginia
$48K -$2.57K -48 -5%
RI
1868
Redwood Investments
Massachusetts
$44K
TIM
1869
Tortoise Investment Management
New York
$44K +$14.1K +264 +50%
IPC
1870
Independent Portfolio Consultants
Florida
$42K -$563K -10,516 -93%
CFD
1871
Creative Financial Designs
Indiana
$42K +$12.5K +234 +44%
SCA
1872
Stuart Chaussee & Associates
California
$41K
RAM
1873
Riggs Asset Management
Pennsylvania
$37K
MLFP
1874
MPS Loria Financial Planners
Illinois
$36K +$37K +690 New
IP
1875
Isthmus Partners
Wisconsin
$33K