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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1876
Cable Hill Partners
Oregon
$93K -$133K -2,480 -60%
ACA
1877
Atlas Capital Advisors
Wyoming
$90.5K – – –
BWM
1878
Baystate Wealth Management
Massachusetts
$87K +$589 +11 +0.7%
SGAM
1879
Smith Group Asset Management
Texas
$86K -$4.29K -80 -5%
LWM
1880
Lenox Wealth Management
Ohio
$82K +$4.29K +80 +6%
SIAP
1881
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K – – –
AAC
1882
Asset Advisors Corp
Georgia
$77K – – –
CWM
1883
Cranbrook Wealth Management
Michigan
$75K – – –
WIM
1884
Westside Investment Management
California
$74.2K +$5.57K +104 +9%
MPPLM
1885
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$73K +$375 +7 +0.5%
LA
1886
Legacy Advisors
Pennsylvania
$73K +$43.2K +807 +157%
AJ
1887
Ashburton (Jersey)
Jersey
$72K +$69.6K +1,300 New
NC
1888
NewSquare Capital
Pennsylvania
$67K – – –
RCG
1889
Ruggie Capital Group
Florida
$67K – – –
BA
1890
Ballew Advisors
Mississippi
$66K -$2.3K -43 -3%
CDIA
1891
Capital Directions Investment Advisors
Georgia
$65K +$63K +1,175 New
MCA
1892
Mercer Capital Advisers
New Jersey
$63K -$21.4K -399 -26%
LWS
1893
Lucia Wealth Services
California
$63K – – –
PG
1894
Patten Group
Tennessee
$61K – – –
FEG
1895
Financial Enhancement Group
Indiana
$60K -$17.8K -332 -23%
MSFP
1896
Mark Sheptoff Financial Planning
Connecticut
$58K -$6.43K -120 -10%
KPCM
1897
Kings Point Capital Management
New York
$57K – – –
AIS
1898
Accurate Investment Solutions
Pennsylvania
$56K -$5.41K -101 -9%
CI
1899
CX Institutional
Indiana
$55K +$52.7K +984 New
AWA
1900
Acorn Wealth Advisors
Michigan
$54K – – –
74 75
76
77 78