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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1926
NewSquare Capital
Pennsylvania
$61K +$6.92K +135 +11%
SBL
1927
Sargent Bickham Lagudis
Colorado
$60K -$36.9K -721 -35%
LWM
1928
Lenox Wealth Management
Ohio
$60K -$5.74K -112 -8%
AJ
1929
Ashburton (Jersey)
Jersey
$60K – – –
SGAM
1930
Smith Group Asset Management
Texas
$55K -$1.02K -20 -2%
MCA
1931
Mercer Capital Advisers
New Jersey
$54K +$26.9K +525 +81%
JWA
1932
JFS Wealth Advisors
Pennsylvania
$53K -$130K -2,543 -69%
WCM
1933
WealthBridge Capital Management
Ohio
$53K +$59.5K +1,161 New
LWS
1934
Lucia Wealth Services
California
$51K – – –
PG
1935
Patten Group
Tennessee
$51K – – –
MWC
1936
MBM Wealth Consultants
Missouri
$51K +$57.1K +1,115 New
KPCM
1937
Kings Point Capital Management
New York
$48K -$5.89K -115 -10%
WAM
1938
Westport Asset Management
Connecticut
$46K – – –
TCCM
1939
Timber Creek Capital Management
Massachusetts
$44K – – –
AIS
1940
Accurate Investment Solutions
Pennsylvania
$43K +$1.38K +27 +3%
FTI
1941
Fiduciary Trust International
Massachusetts
$42K +$46.6K +909 New
MWA
1942
Meridian Wealth Advisors
Texas
$42K +$47.1K +920 New
VRM
1943
Vectors Research Management
New York
$41K -$406K -7,924 -90%
CAC
1944
Certified Advisory Corp
Florida
$38K -$8.2K -160 -16%
SIAP
1945
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
SCA
1946
Stuart Chaussee & Associates
California
$36K – – –
BL
1947
Balentine LLC
Georgia
$36K +$20.1K +393 +100%
TIM
1948
Tortoise Investment Management
New York
$35K – – –
GTAM
1949
Global Trust Asset Management
Florida
$34K – – –
SFG
1950
SevenBridge Financial Group
Pennsylvania
$34K +$51.2K +1,000 +500%
76 77
78
79 80