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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1876
GW & Wade
Massachusetts
$206K +$228K +4,256 New
FAB
1877
First American Bank
Illinois
$205K +$227K +4,235 New
IIC
1878
Integrated Investment Consultants
Michigan
$205K -$14.6K -272 -6%
APG
1879
Abacus Planning Group
South Carolina
$205K +$54 +1 +0%
SWM
1880
Segment Wealth Management
Texas
$205K +$226K +4,231 New
PAM
1881
Premier Asset Management
Illinois
$204K -$26.8K -500 -11%
GAM
1882
Gould Asset Management
California
$204K -$10.4K -195 -4%
AMC
1883
Asset Management Corp
Illinois
$204K -$9.74K -182 -4%
MWM
1884
MinichMacGregor Wealth Management
New York
$204K +$226K +4,227 New
TFS
1885
TrustCore Financial Services
Tennessee
$202K -$10.6K -198 -5%
IF
1886
Integrity Financial
Wyoming
$202K – – –
RCA
1887
Resonant Capital Advisors
Wisconsin
$202K +$222K +4,152 New
HFA
1888
HC Financial Advisors
California
$201K -$15.5K -290 -7%
NCMW
1889
Northern Capital Management (Washington)
Washington
$201K +$222K +4,143 New
MAG
1890
Mokosak Advisory Group
Iowa
$200K +$220K +4,106 New
AIM
1891
Athena Investment Management
California
$200K +$224K +4,182 New
RIM
1892
Rockbridge Investment Management
New York
$196K -$22.2K -414 -9%
BFC
1893
Bedel Financial Consulting
Indiana
$195K +$749 +14 +0.3%
PFA
1894
Professional Financial Advisors
Nebraska
$194K +$963 +18 +0.5%
BBPWM
1895
Blue Bell Private Wealth Management
Pennsylvania
$191K – – –
SAS
1896
Stelac Advisory Services
New York
$189K -$402K -7,511 -66%
CA
1897
Crewe Advisors
Utah
$189K +$144K +2,694 +225%
HH
1898
HWG Holdings
Texas
$189K +$182K +3,401 +683%
BLC
1899
Brown, Lisle/Cummings
Rhode Island
$187K – – –
TWA
1900
TCI Wealth Advisors
Arizona
$186K -$6.1K -114 -3%
74 75
76
77 78