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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1901
Exane Asset Management
France
$88.5K +$100K +1,689 New
PFGIA
1902
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$32K -539 -24%
SGAM
1903
Smith Group Asset Management
Texas
$86K -$3.56K -60 -4%
ACA
1904
Atlas Capital Advisors
Wyoming
$83.9K +$95K +1,600 New
BWM
1905
Baystate Wealth Management
Massachusetts
$81K – – –
MCA
1906
Mercer Capital Advisers
New Jersey
$81K – – –
SIAP
1907
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K -$29.6K -499 -26%
MWM
1908
Mascoma Wealth Management
New Hampshire
$74K -$29.7K -500 -26%
AIM
1909
Assured Investment Management
New York
$74K +$84.3K +1,419 New
FEG
1910
Financial Enhancement Group
Indiana
$74K +$84.3K +1,419 New
LWM
1911
Lenox Wealth Management
Ohio
$73K +$1.19K +20 +1%
WAM
1912
Watermark Asset Management
California
$72K -$26.7K -450 -25%
AAC
1913
Asset Advisors Corp
Georgia
$72K – – –
CWM
1914
Cranbrook Wealth Management
Michigan
$70K – – –
MCM
1915
Manchester Capital Management
Vermont
$70K +$28.7K +483 +57%
MPPLM
1916
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$69K -$2.14K -36 -3%
BA
1917
Ballew Advisors
Mississippi
$65K +$73.8K +1,242 New
BFS
1918
Baskin Financial Services
Ontario, Canada
$63K -$317K -5,339 -82%
RCG
1919
Ruggie Capital Group
Florida
$63K – – –
WIM
1920
Westside Investment Management
California
$62.3K -$26K -437 -26%
NC
1921
NewSquare Capital
Pennsylvania
$62K -$12.8K -216 -15%
MSFP
1922
Mark Sheptoff Financial Planning
Connecticut
$61K -$301K -5,069 -81%
LWS
1923
Lucia Wealth Services
California
$59K +$67.2K +1,132 New
PG
1924
Patten Group
Tennessee
$58K – – –
AIS
1925
Accurate Investment Solutions
Pennsylvania
$57K +$178 +3 +0.3%
75 76
77
78 79