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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1926
Ledyard National Bank
$22K +$20.1K +400 New
OFS
1927
Orrstown Financial Services
Pennsylvania
$21K +$4.78K +95 +31%
LWA
1928
Lenox Wealth Advisors
New York
$17K -$3.02K -60 -16%
TIM
1929
Tortoise Investment Management
New York
$17K – – –
VIA
1930
Vantage Investment Advisors
Pennsylvania
$17K +$1.86K +37 +13%
HFM
1931
Harvest Fund Management
China
$14K +$13.2K +262 New
CP
1932
Corbenic Partners
Pennsylvania
$11K – – –
GWA
1933
Guidant Wealth Advisors
Illinois
$11K – – –
LA
1934
Legacy Advisors
Pennsylvania
$11K +$10.7K +213 New
DSN
1935
D. Scott Neal
Kentucky
$10K – – –
WAP
1936
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
SFG
1937
SevenBridge Financial Group
Pennsylvania
$9K – – –
AA
1938
AlphaMark Advisors
Kentucky
$9K +$5.03K +100 +179%
JAM
1939
Jolley Asset Management
North Carolina
$8K -$5.03K -100 -40%
LYV
1940
Live Your Vision
Pennsylvania
$8K – – –
HWP
1941
Hefty Wealth Partners
Indiana
$7K -$1.37M -27,315 -99%
UOTTAIMCU
1942
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6K +$5.68K +113 New
BAM
1943
Bruderman Asset Management
New York
$5K -$13.6K -271 -75%
KLWA
1944
Kelly Lawrence W & Associates
California
$5K – – –
TFA
1945
Transamerica Financial Advisors
Florida
$2K -$1.09M -21,582 -100%
LWA
1946
Lowe Wealth Advisors
Maryland
$2K – – –
CAM
1947
ClariVest Asset Management
California
$2K +$1.96K +39 New
WCM
1948
Wealthcare Capital Management
Virginia
$1K -$5.03K -100 -87%
MTB
1949
Mizuho Trust & Banking
Japan
– -$347M -7,843,506 Closed
HL
1950
Harding Loevner
New Jersey
– -$171M -3,867,767 Closed
76 77
78
79 80