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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1926
Meridian Wealth Management
Kentucky
-$781K -14,092 Closed
ODCM
1927
Old Dominion Capital Management
Virginia
-$741K -13,374 Closed
AIM
1928
Assured Investment Management
New York
-$704K -12,697 Closed
TWI
1929
Thomas White International
Illinois
-$675K -12,184 Closed
WCA
1930
Westover Capital Advisors
Delaware
-$621K -11,203 Closed
CWM
1931
Concert Wealth Management
California
-$615K -11,093 Closed
BCMO
1932
Buckingham Capital Management (Ohio)
Ohio
-$608K -10,980 Closed
PFC
1933
Phocas Financial Corp
California
-$508K -9,159 Closed
LP
1934
LGL Partners
Pennsylvania
-$501K -9,051 Closed
CB
1935
Chemical Bank
Michigan
-$480K -8,664 Closed
PAS
1936
Park Avenue Securities
New York
-$450K -8,181 Closed
CFP
1937
Cornerstone Financial Partners
North Carolina
-$441K -7,921 Closed
GS
1938
Girard Securities
California
-$426K -7,672 Closed
UWPG
1939
Ullmann Wealth Partners Group
Florida
-$414K -7,475 Closed
BWFM
1940
Bridgewater Wealth & Financial Management
Maryland
-$411K -7,421 Closed
HHC
1941
Hutchin Hill Capital
New York
-$399K -7,200 Closed
Verition Fund Management
1942
Verition Fund Management
Connecticut
-$378K -6,823 Closed
KFP
1943
Keystone Financial Planning
Ohio
-$374K -6,755 Closed
SPWA
1944
SteelBridge Private Wealth Advisors
Florida
-$369K -6,664 Closed
OWIM
1945
Old West Investment Management
California
-$367K -6,637 Closed
DE
1946
Day & Ennis
Georgia
-$361K -6,517 Closed
CPIM
1947
Columbia Partners Investment Management
Virginia
-$320K -5,790 Closed
DCM
1948
Dimension Capital Management
Florida
-$306K -5,518 Closed
GKWIM
1949
Gerber Kawasaki Wealth & Investment Management
California
-$293K -5,286 Closed
PTC
1950
Philadelphia Trust Company
Pennsylvania
-$274K -4,936 Closed