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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1951
Carmichael Hill & Associates
Maryland
$30.1K +$221 +5 +0.7%
CAL
1952
Capital Advisors Ltd
Ohio
$30K +$101K +2,291 +495%
PO
1953
Private Ocean
California
$29.7K -$13.6K -307 -30%
TCCM
1954
Timber Creek Capital Management
Massachusetts
$28.9K – – –
IAS
1955
IMA Advisory Services
Colorado
$28.6K – – –
KFS
1956
Kelly Financial Services
Massachusetts
$28.6K +$89 +2 +0.3%
SIM
1957
Studio Investment Management
Illinois
$28.2K +$30.2K +683 New
UAML
1958
US Asset Management LLC
Pennsylvania
$28K +$30.1K +680 New
BC
1959
Barrett & Company
Rhode Island
$27.5K – – –
CPG
1960
Cornerstone Planning Group
New Jersey
$27.3K +$28.2K +636 New
SVCP
1961
Silicon Valley Capital Partners
California
$26.4K +$28.3K +639 New
SIA
1962
SkyView Investment Advisors
New Jersey
$26K – – –
DIP
1963
DT Investment Partners
Pennsylvania
$25.8K – – –
TC
1964
Truvestments Capital
Florida
$25.3K -$752 -17 -3%
AWM
1965
AllSquare Wealth Management
New York
$25K – – –
AP
1966
Arlington Partners
Alabama
$24.9K -$25.5K -576 -49%
RFG
1967
RFP Financial Group
Georgia
$24.9K +$26.6K +602 New
CMA
1968
Cedar Mountain Advisors
Oregon
$24.6K – – –
FFL
1969
Financial Freedom LLC
Ohio
$24.2K +$25.9K +585 New
BWM
1970
Baystate Wealth Management
Massachusetts
$24K +$133 +3 +0.5%
TF
1971
TimeScale Financial
Massachusetts
$23.7K +$44 +1 +0.2%
FMP
1972
Financial Management Professionals
Texas
$23K -$5.49K -124 -18%
AFIA
1973
America First Investment Advisors
Nebraska
$23K – – –
BC
1974
Belmont Capital
California
$23K – – –
DWA
1975
Dougherty Wealth Advisers
Minnesota
$22.1K -$19K -429 -45%
77 78
79
80 81