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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1901
Westport Asset Management
Connecticut
$52K – – –
CAC
1902
Certified Advisory Corp
Florida
$52K +$19.1K +335 +52%
TCCM
1903
Timber Creek Capital Management
Massachusetts
$51K – – –
CFA
1904
Camarda Financial Advisors
Florida
$50K +$10.8K +190 +25%
MUS
1905
Mitsubishi UFJ Securities
Japan
$49K – – –
AIS
1906
Accurate Investment Solutions
Pennsylvania
$47K -$5.71K -100 -10%
MWPCG
1907
Measured Wealth Private Client Group
New Hampshire
$45K +$49.5K +867 New
SIAP
1908
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K -$34.3K -600 -42%
PFO
1909
Pathstone Family Office
New Jersey
$44K +$5.71K +100 +13%
TC
1910
Trilogy Capital
California
$43K – – –
PFGIA
1911
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$17.7K +310 +61%
PAM
1912
Paradigm Asset Management
New York
$42K – – –
SCA
1913
Stuart Chaussee & Associates
California
$41K – – –
TIM
1914
Tortoise Investment Management
New York
$40K -$5.03K -88 -10%
GTAM
1915
Global Trust Asset Management
Florida
$39K – – –
PWAG
1916
Polaris Wealth Advisory Group
California
$38K +$41.6K +728 New
LGWM
1917
Litman Gregory Wealth Management
California
$37K – – –
MCA
1918
Mercer Capital Advisers
New Jersey
$34K -$28K -491 -43%
FWM
1919
Focused Wealth Management
New York
$33K – – –
JAM
1920
JCIC Asset Management
Ontario, Canada
$33K +$35.7K +625 New
ML
1921
McAdam LLC
Pennsylvania
$32K -$7.76K -136 -18%
SFA
1922
Spectrum Financial Alliance
Kentucky
$31K – – –
SWMG
1923
Signature Wealth Management Group
Georgia
$30K – – –
PCA
1924
Providence Capital Advisors
North Carolina
$28K -$5.65K -99 -16%
NCM
1925
New Capital Management
Texas
$27K – – –
75 76
77
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