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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DMKJ
1926
David M. Knott Jr
$19K – – –
MLA
1927
MB, Levis & Associates
Pennsylvania
$17.7K -$3.94K -98 -19%
SIS
1928
Strategic Investment Solutions
Illinois
$17.6K -$12.1K -300 -41%
NSG
1929
Nalls Sherbakoff Group
Tennessee
$17.5K – – –
MFA
1930
McClarren Financial Advisors
Pennsylvania
$17K +$161 +4 +1%
CAM
1931
Costello Asset Management
Pennsylvania
$17K – – –
NC
1932
NewSquare Capital
Pennsylvania
$16.9K – – –
RWM
1933
Raffa Wealth Management
District of Columbia
$15.6K – – –
SC
1934
Stephens Consulting
Michigan
$15.2K – – –
NOI
1935
Newton One Investments
Delaware
$15K +$121 +3 +0.9%
BG
1936
Bollard Group
Massachusetts
$15K +$13.9K +345 New
MIM
1937
Meridiem Investment Management
United Kingdom
$14.9K – – –
AIC
1938
Archer Investment Corporation
Indiana
$14.6K -$18.1K -450 -57%
AFIA
1939
America First Investment Advisors
Nebraska
$14.6K – – –
WOSD
1940
WFA of San Diego
California
$13.6K +$12.8K +318 New
PP
1941
PFS Partners
New Jersey
$13.3K – – –
BCM
1942
Bourgeon Capital Management
Connecticut
$13.1K – – –
HDIM
1943
Hanson & Doremus Investment Management
Vermont
$13K – – –
WIM
1944
Westside Investment Management
California
$12.8K – – –
OPTFSNA
1945
Old Point Trust & Financial Services N A
Virginia
$12.8K +$12.1K +300 New
OP
1946
ORG Partners
Indiana
$12.6K +$12.1K +301 New
VSQM
1947
V-Square Quantitative Management
Illinois
$12.2K +$11.5K +285 New
CFS
1948
CGC Financial Services
Oregon
$11.9K +$11.3K +280 New
VAG
1949
VisionPoint Advisory Group
Texas
$10.9K +$10.3K +255 New
AWM
1950
Activest Wealth Management
Florida
$10.7K -$32.4K -805 -99%
76 77
78
79 80