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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFS
1876
First Command Financial Services
Texas
$138K – – –
EWM
1877
Executive Wealth Management
Michigan
$132K +$147K +2,866 New
NCM
1878
Nelson Capital Management
California
$130K – – –
BDWM
1879
Brewin Dolphin Wealth Management
Ireland
$127K – – –
WOC
1880
West Oak Capital
California
$127K – – –
AIM
1881
Advantage Investment Management
Iowa
$126K -$74.6K -1,457 -35%
WAS
1882
Winch Advisory Services
Wisconsin
$125K +$2K +39 +1%
MCM
1883
MV Capital Management
Maryland
$124K +$17.3K +338 +14%
AIP
1884
Almanack Investment Partners
Pennsylvania
$123K +$2.31K +45 +2%
VCM
1885
Versant Capital Management
Arizona
$121K – – –
LWA
1886
Lenox Wealth Advisors
New York
$120K -$102K -2,000 -43%
PWMG
1887
Prestige Wealth Management Group
New Jersey
$119K +$133K +2,591 New
LF
1888
Lee Financial
Texas
$116K – – –
AIA
1889
Alera Investment Advisors
Illinois
$116K +$129K +2,510 New
BCI
1890
Brinker Capital Investments
Pennsylvania
$114K -$512 -10 -0.4%
AFIA
1891
America First Investment Advisors
Nebraska
$111K – – –
LFG
1892
LifePlan Financial Group
Ohio
$106K -$4.97K -97 -4%
FA
1893
Fortis Advisors
Pennsylvania
$105K – – –
ACA
1894
Atlas Capital Advisors
Wyoming
$102K -$25.8K -503 -18%
JWM
1895
Janiczek Wealth Management
Colorado
$102K +$113K +2,208 New
WC
1896
Whitnell & Co
Illinois
$100K +$154 +3 +0.1%
ST
1897
Sageworth Trust
Pennsylvania
$100K +$871 +17 +0.8%
PFO
1898
Pathstone Family Office
New Jersey
$100K +$68.1K +1,330 +158%
RIA
1899
RPG Investment Advisory
California
$98K -$65.4K -1,277 -38%
PHK
1900
Point72 Hong Kong
Hong Kong
$94K -$1.11M -21,751 -91%
74 75
76
77 78