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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
1901
LifePlan Financial Group
Ohio
$111K – – –
FA
1902
Fortis Advisors
Pennsylvania
$110K – – –
JWM
1903
Janiczek Wealth Management
Colorado
$108K +$934 +19 +0.9%
ACA
1904
Atlas Capital Advisors
Wyoming
$107K – – –
WC
1905
Whitnell & Co
Illinois
$105K +$148 +3 +0.1%
AOWM
1906
Alpha Omega Wealth Management
Virginia
$104K +$15.2K +310 +17%
RIA
1907
RPG Investment Advisory
California
$102K – – –
SAM
1908
Security Asset Management
New York
$96K – – –
FNC
1909
First National Corp
Massachusetts
$94K +$148 +3 +0.2%
HIM
1910
Hillsdale Investment Management
Ontario, Canada
$94K +$95.4K +1,940 New
CCMW
1911
Cypress Capital Management (Wyoming)
Wyoming
$93K – – –
SAM
1912
Strategy Asset Managers
California
$93K +$94.3K +1,917 New
TC
1913
Trust Company
Kansas
$92K – – –
CIR
1914
Clear Investment Research
Georgia
$88K – – –
GCM
1915
Gables Capital Management
Florida
$87K – – –
PR
1916
Payden & Rygel
California
$87K – – –
AA
1917
Advisory Alpha
Michigan
$85.6K +$90.1K +1,832 New
NIM
1918
NuWave Investment Management
New Jersey
$83K +$81.1K +1,648 +2,702%
SA
1919
SRH Advisors
Kansas
$80K -$19.7K -400 -20%
LWM
1920
Lenox Wealth Management
Ohio
$80K +$17.6K +358 +27%
FNBOSM
1921
First National Bank of South Miami
Florida
$77K – – –
FMTCOCP
1922
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$77K +$4.57K +93 +6%
CWA
1923
Clarus Wealth Advisors
Arizona
$75K +$72.2K +1,467 +1,746%
MWM
1924
Mascoma Wealth Management
New Hampshire
$71K – – –
JWA
1925
JFS Wealth Advisors
Pennsylvania
$70K +$14.2K +288 +25%