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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1926
Kings Point Capital Management
New York
$54K -$5.07M -85,267 -99%
OSAM
1927
O'Shaughnessy Asset Management
Connecticut
$53K +$60K +1,010 New
WAM
1928
Westport Asset Management
Connecticut
$52K – – –
TCCM
1929
Timber Creek Capital Management
Massachusetts
$51K – – –
AWA
1930
Acorn Wealth Advisors
Michigan
$50K -$14.9K -250 -21%
PFO
1931
Pathstone Family Office
New Jersey
$50K +$8.91K +150 +19%
BCP
1932
Blackhawk Capital Partners
Wisconsin
$49K -$706K -11,885 -93%
MUS
1933
Mitsubishi UFJ Securities
Japan
$49K – – –
ML
1934
McAdam LLC
Pennsylvania
$49K +$55.1K +928 New
TC
1935
Trilogy Capital
California
$45K +$50.5K +850 New
CAC
1936
Certified Advisory Corp
Florida
$44K +$13.7K +231 +36%
PAM
1937
Paradigm Asset Management
New York
$41.9K – – –
ED
1938
Exane Derivatives
France
$41.1K +$47.4K +798 New
SCA
1939
Stuart Chaussee & Associates
California
$41K – – –
TIM
1940
Tortoise Investment Management
New York
$40K -$4.04K -68 -8%
CFA
1941
Camarda Financial Advisors
Florida
$40K – – –
SFG
1942
SevenBridge Financial Group
Pennsylvania
$40K – – –
GTAM
1943
Global Trust Asset Management
Florida
$39K – – –
AIS
1944
AlphaOne Investment Services
Pennsylvania
$39K +$297 +5 +0.7%
LGWM
1945
Litman Gregory Wealth Management
California
$37K – – –
PWAG
1946
Polaris Wealth Advisory Group
California
$37K +$42K +707 New
PCA
1947
Providence Capital Advisors
North Carolina
$36K -$8.85K -149 -18%
FWM
1948
Focused Wealth Management
New York
$33K +$5.94K +100 +19%
APSP
1949
Asset Planning Services (Pennsylvania)
Pennsylvania
$32K -$8.08K -136 -18%
IP
1950
Isthmus Partners
Wisconsin
$31K – – –
76 77
78
79 80