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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1851
Portland Global Advisors
Maine
$264K -$40.9K -725 -14%
PWMAG
1852
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$11.4K -202 -4%
HI
1853
Hendershot Investments
Virginia
$262K +$39.5K +700 +19%
PTC
1854
Philadelphia Trust Company
Pennsylvania
$261K +$243K +4,301 New
KA
1855
Kaizen Advisory
Illinois
$261K +$243K +4,303 New
DWM
1856
Dynasty Wealth Management
Florida
$261K +$243K +4,310 New
EWM
1857
Evermay Wealth Management
Virginia
$261K +$243K +4,310 New
CIM
1858
Confluence Investment Management
Missouri
$259K -$125K -2,222 -34%
SHWM
1859
Smith & Howard Wealth Management
Georgia
$259K
WA
1860
WealthTrust-Arizona
Arizona
$257K
BWP
1861
BSW Wealth Partners
Colorado
$255K +$237K +4,198 New
BCA
1862
Berman Capital Advisors
Georgia
$255K +$238K +4,208 New
SM
1863
Sciencast Management
New Jersey
$254K -$313K -5,541 -58%
IP
1864
Investment Partners
Ohio
$254K +$56 +1 +0%
HI
1865
Harrington Investments
California
$254K +$237K +4,194 New
AWM
1866
AllSquare Wealth Management
New York
$251K
CHA
1867
Carmichael Hill & Associates
Maryland
$251K +$234K +4,138 New
VIA
1868
Vident Investment Advisory
Georgia
$250K -$17.9K -317 -7%
RMCM
1869
Reynders McVeigh Capital Management
Massachusetts
$249K -$69.2K -1,225 -23%
PCA
1870
Peddock Capital Advisors
Massachusetts
$249K
AIS
1871
American Investment Services
Massachusetts
$247K +$791 +14 +0.3%
BFIM
1872
Beese Fulmer Investment Management
Ohio
$246K
SCP
1873
Seizert Capital Partners
Michigan
$245K +$228K +4,037 New
Kayne Anderson Rudnick Investment Management
1874
Kayne Anderson Rudnick Investment Management
California
$244K
VCM
1875
Vigilant Capital Management
Maine
$244K +$68.7K +1,216 +43%