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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
1876
Sargent Bickham Lagudis
Colorado
$153K +$90.9K +1,848 +141%
RP
1877
Rowlandmiller & Partners
Georgia
$151K -$23.6K -480 -13%
BWL
1878
Bogart Wealth LLC
Virginia
$150K -$13.6K -276 -8%
CAGAS
1879
Capital Advisory Group Advisory Services
Minnesota
$150K – – –
NCM
1880
Nelson Capital Management
California
$149K +$13.3K +271 +10%
IF
1881
Ironwood Financial
Arizona
$147K -$5.16K -105 -3%
BCI
1882
Brinker Capital Investments
Pennsylvania
$146K +$26.5K +538 +22%
BWA
1883
BDO Wealth Advisors
Florida
$144K -$75.9K -1,543 -34%
PFGIA
1884
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$76.8K +1,561 +111%
AIM
1885
Advantage Investment Management
Iowa
$142K +$9.84K +200 +7%
WA
1886
Winfield Associates
Ohio
$135K -$29.4K -598 -18%
BDWM
1887
Brewin Dolphin Wealth Management
Ireland
$133K – – –
SQA
1888
Simon Quick Advisors
New Jersey
$132K -$30.9K -629 -19%
WAS
1889
Winch Advisory Services
Wisconsin
$132K +$1.23K +25 +0.9%
CAC
1890
Certified Advisory Corp
Florida
$129K +$91.2K +1,854 +225%
LWA
1891
Lenox Wealth Advisors
New York
$128K +$2.26K +46 +2%
TCM
1892
Tradewinds Capital Management
Washington
$127K -$58K -1,179 -31%
AIA
1893
Alera Investment Advisors
Illinois
$126K +$5.21K +106 +4%
DOA
1894
D'Orazio & Associates
Virginia
$125K +$109K +2,214 +584%
WOC
1895
West Oak Capital
California
$123K -$9.84K -200 -7%
KC
1896
Knuff & Co
California
$121K +$39.3K +800 +47%
DWM
1897
Destination Wealth Management
California
$119K -$32.9K -668 -21%
AFIA
1898
America First Investment Advisors
Nebraska
$117K – – –
CWM
1899
Cedar Wealth Management
California
$116K -$37.9K -770 -24%
VCM
1900
Versant Capital Management
Arizona
$112K -$15.6K -318 -12%
74 75
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