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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1851
Versant Capital Management
Arizona
$84K -$2.26K -48 -3%
AssetMark Inc
1852
AssetMark Inc
California
$82K +$2.5K +53 +3%
GI
1853
Gradient Investments
Minnesota
$80K -$976K -20,725 -93%
FMTCOCP
1854
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
KPCM
1855
Kings Point Capital Management
New York
$80K +$23.7K +503 +46%
SFSIG
1856
San Francisco Sentry Investment Group
California
$76K +$4.62K +98 +7%
LWA
1857
Lenox Wealth Advisors
New York
$76K +$41.8K +888 +145%
JWA
1858
JFS Wealth Advisors
Pennsylvania
$73K – – –
TC
1859
Truvestments Capital
Florida
$70K +$6.41K +136 +11%
EIP
1860
Ellis Investment Partners
Pennsylvania
$69K -$9.8K -208 -13%
CWM
1861
Cranbrook Wealth Management
Michigan
$68K – – –
LWM
1862
Lenox Wealth Management
Ohio
$67K +$1.88K +40 +3%
LF
1863
Lee Financial
Texas
$65K +$612 +13 +1%
MAM
1864
Marquette Asset Management
Minnesota
$62K +$14.1K +300 +32%
SGAM
1865
Smith Group Asset Management
Texas
$61K -$4.24K -90 -7%
TF
1866
TimeScale Financial
Massachusetts
$60K -$21.7K -460 -28%
FEG
1867
Financial Enhancement Group
Indiana
$60K – – –
MCA
1868
Mercer Capital Advisers
New Jersey
$59K – – –
MAM
1869
Magellan Asset Management
Australia
$58K -$432K -9,171 -89%
NC
1870
NewSquare Capital
Pennsylvania
$58K -$4.76K -101 -8%
BL
1871
Balentine LLC
Georgia
$57K – – –
MWC
1872
MBM Wealth Consultants
Missouri
$56K – – –
KFS
1873
Kelly Financial Services
Massachusetts
$50.6K +$141 +3 +0.3%
WAM
1874
Westport Asset Management
Connecticut
$50K – – –
TCCM
1875
Timber Creek Capital Management
Massachusetts
$49K – – –