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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DPA
1951
Delphi Private Advisors
California
$11K – – –
SFG
1952
SevenBridge Financial Group
Pennsylvania
$11K – – –
PAMG
1953
Patton Albertson Miller Group
Tennessee
$11K +$12K +210 New
APSP
1954
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K -$15.9K -278 -60%
SWM
1955
Selective Wealth Management
Virginia
$10K +$11.4K +199 New
CH
1956
Canton Hathaway
Rhode Island
$9K +$9.99K +175 New
EWM
1957
Elmwood Wealth Management
California
$8.99K – – –
CWA
1958
Clarus Wealth Advisors
Arizona
$8K +$57 +1 +0.6%
LYV
1959
Live Your Vision
Pennsylvania
$7K – – –
TDC
1960
Thompson Davis & Co
Virginia
$7K – – –
CFD
1961
Creative Financial Designs
Indiana
$7K +$57 +1 +0.7%
SIA
1962
SeaBridge Investment Advisors
New Jersey
$6K – – –
WCAMG
1963
Woodard & Company Asset Management Group
North Carolina
$5K – – –
BAM
1964
Bruderman Asset Management
New York
$5K +$57 +1 +1%
MCM
1965
Monument Capital Management
Virginia
$5K +$5.08K +89 New
AA
1966
AlphaMark Advisors
Kentucky
$3K -$5.71K -100 -64%
NL
1967
NVWM LLC
Pennsylvania
$2K -$19K -332 -89%
PCM
1968
Punch Card Management
Florida
$2K – – –
CIA
1969
CSat Investment Advisory
Michigan
$1K -$57 -1 -8%
TFA
1970
Toth Financial Advisory
Virginia
$1K – – –
CIM
1971
Contravisory Investment Management
Massachusetts
$1K +$1.43K +25 New
AL
1972
Appaloosa LP
New Jersey
– -$181M -3,256,261 Closed
VIP
1973
Vantage Investment Partners
Missouri
– -$145M -2,616,651 Closed
ACL
1974
Azora Capital LP
Florida
– -$78M -1,406,538 Closed
JP
1975
Jana Partners
New York
– -$63.7M -1,148,728 Closed
77 78
79
80 81