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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1951
Kelly Financial Services
Massachusetts
$46.7K +$47.5K +966 New
AIS
1952
Accurate Investment Solutions
Pennsylvania
$45K +$98 +2 +0.2%
MAM
1953
Marquette Asset Management
Minnesota
$45K +$45.9K +934 New
WCG
1954
Weaver Consulting Group
California
$45K +$47.7K +970 New
RCM
1955
Requisite Capital Management
Texas
$44K +$44.5K +905 New
LGWM
1956
Litman Gregory Wealth Management
California
$42K -$375K -7,623 -90%
SIAP
1957
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K – – –
LPWM
1958
Lake Point Wealth Management
Texas
$39K +$29.8K +605 +284%
SCA
1959
Stuart Chaussee & Associates
California
$37K – – –
FGAM
1960
Financial Gravity Asset Management
Texas
$37K +$37.2K +757 New
GTAM
1961
Global Trust Asset Management
Florida
$36K – – –
SFG
1962
SevenBridge Financial Group
Pennsylvania
$36K – – –
CFA
1963
Camarda Financial Advisors
Florida
$33K +$3.74K +76 +12%
RBC
1964
Roble Belko & Company
Pennsylvania
$33K +$10.7K +218 +46%
BEI
1965
Benjamin Edwards Inc
Missouri
$33K +$33.2K +675 New
BL
1966
Balentine LLC
Georgia
$32K -$5.71K -116 -15%
TFGT
1967
TS Financial Group (TSFG)
Illinois
$32K +$32.1K +652 New
ST
1968
Sageworth Trust
Pennsylvania
$30K -$76K -1,546 -71%
FWM
1969
Focused Wealth Management
New York
$30K – – –
JAM
1970
JCIC Asset Management
Ontario, Canada
$30K – – –
PWM
1971
PRW Wealth Management
Massachusetts
$28K -$218K -4,440 -88%
VIMU
1972
Veritas Investment Management (UK)
United Kingdom
$27K – – –
HCA
1973
Horan Capital Advisors
Ohio
$27K +$27.3K +555 New
MCM
1974
MV Capital Management
Maryland
$25K -$107K -2,185 -81%
NCM
1975
New Capital Management
Texas
$25K – – –
77 78
79
80 81