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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1951
Spectrum Financial Alliance
Kentucky
$31K +$35.6K +600 New
CBT
1952
Central Bank & Trust
Kentucky
$28K -$5.94K -100 -16%
SWMG
1953
Signature Wealth Management Group
Georgia
$28K – – –
NCM
1954
New Capital Management
Texas
$27K – – –
BCM
1955
Brasada Capital Management
Texas
$26K -$301K -5,061 -91%
RAM
1956
Riggs Asset Management
Pennsylvania
$26K – – –
LA
1957
Legacy Advisors
Pennsylvania
$26K +$11.9K +200 +64%
LWA
1958
Lenox Wealth Advisors
New York
$26K +$23.5K +395 +403%
CFN
1959
Cordasco Financial Network
Florida
$26K +$29.7K +500 New
RBC
1960
Roble Belko & Company
Pennsylvania
$25K -$10.4K -175 -27%
LF
1961
Lee Financial
Texas
$25K +$27.8K +468 New
SIS
1962
Sound Income Strategies
Florida
$24K +$10.8K +181 +67%
PCM
1963
Poehling Capital Management
Wisconsin
$24K +$14.9K +250 +125%
TCM
1964
TD Capital Management
Tennessee
$23K – – –
TRCT
1965
Tower Research Capital (TRC)
New York
$21K -$5.49M -92,437 -100%
SLF
1966
Sun Life Financial
Ontario, Canada
$20K -$515K -8,670 -89%
HDIM
1967
Hanson & Doremus Investment Management
Vermont
$20K -$1.07K -18 -5%
MWM
1968
MinichMacGregor Wealth Management
New York
$20K -$356 -6 -1%
DOA
1969
D'Orazio & Associates
Virginia
$19K -$9.56K -161 -30%
LWA
1970
Lowe Wealth Advisors
Maryland
$19K – – –
ST
1971
Sageworth Trust
Pennsylvania
$19K +$16.5K +278 +371%
NL
1972
NVWM LLC
Pennsylvania
$18K -$471K -7,935 -96%
FGC
1973
Financial Gravity Companies
Texas
$18K -$6.65K -112 -24%
JAM
1974
Jolley Asset Management
North Carolina
$18K +$19.9K +335 New
FGAM
1975
Financial Gravity Asset Management
Texas
$18K +$21K +353 New
77 78
79
80 81