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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWC
1901
PYA Waltman Capital
Tennessee
$85K +$86.9K +1,765 New
SFM
1902
Signet Financial Management
New Jersey
$85K +$87.7K +1,781 New
EARNEST Partners
1903
EARNEST Partners
Georgia
$84K
SWA
1904
SOA Wealth Advisors
New York
$84K
MWM
1905
Mascoma Wealth Management
New Hampshire
$83K
MW
1906
Milestone Wealth
New York
$83K +$85K +1,726 New
MUMSS
1907
Mitsubishi UFJ Morgan Stanley Securities
Japan
$82K -$40.4K -820 -33%
IA
1908
IndexIQ Advisors
New York
$81K +$83.4K +1,694 New
ATC
1909
Adirondack Trust Company
New York
$80K
FFA
1910
Freedman Financial Associates
Massachusetts
$80K
UFF
1911
USA Financial Formulas
Michigan
$79K -$937K -19,040 -92%
BAM
1912
Bellevue Asset Management
Washington
$79K
C
1913
Covestor
United Kingdom
$76K +$77.9K +1,583 New
WFS
1914
Widmann Financial Services
Maryland
$76K +$78.9K +1,603 New
CFN
1915
Cordasco Financial Network
Florida
$72K
BWS
1916
BCR Wealth Strategies
Alabama
$71K +$73K +1,483 New
UIA
1917
Ulland Investment Advisors
Minnesota
$69K +$70.6K +1,435 New
PP
1918
Pacifica Partners
Canada
$68K -$9.85K -200 -14%
SGAM
1919
Smith Group Asset Management
Texas
$68K -$8.76K -178 -11%
NEAM
1920
New England Asset Management
Connecticut
$67K -$7.75M -157,347 -99%
VCM
1921
Versant Capital Management
Arizona
$67K +$2.85K +58 +4%
IRAG
1922
Investment Research & Advisory Group
Georgia
$67K +$49.2K +1,000 +250%
CA
1923
CoreCap Advisors
Michigan
$66K +$67.5K +1,372 New
FC
1924
Family CFO
California
$65K +$66.3K +1,347 New
FP
1925
Financial Perspectives
Minnesota
$64.2K