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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1951
Heritage Wealth Advisors
Virginia
$79K +$12.9K +300 +23%
FMTCOCP
1952
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K +$820 +19 +1%
MFG
1953
Mendota Financial Group
Wisconsin
$78.9K – – –
CWC
1954
Carolinas Wealth Consulting
North Carolina
$78.1K +$2.07K +48 +3%
BHWM
1955
Bay Harbor Wealth Management
Maryland
$76.7K – – –
SIC
1956
SJS Investment Consulting
Ohio
$75K +$10.5K +244 +19%
MIM
1957
Macroview Investment Management
Maryland
$74.7K +$777 +18 +1%
KFI
1958
Key Financial Inc
Pennsylvania
$72.7K -$3.45K -80 -5%
FFA
1959
Frazier Financial Advisors
Ohio
$72.1K +$63.2K +1,465 New
NECFA
1960
New England Capital Financial Advisors
Connecticut
$71.9K +$475 +11 +0.8%
HCM
1961
Hollencrest Capital Management
California
$71.7K +$4.32K +100 +7%
UIA
1962
Ulland Investment Advisors
Minnesota
$71K – – –
CT
1963
Clearstead Trust
Maine
$70.4K -$6.99K -162 -10%
CWM
1964
Cranbrook Wealth Management
Michigan
$70.1K +$6.47K +150 +12%
AA
1965
Addison Advisors
Vermont
$69.4K +$13.2K +306 +28%
USB
1966
Union Savings Bank
Connecticut
$69.1K – – –
SA
1967
SRH Advisors
Kansas
$68.9K – – –
CAM
1968
Clarity Asset Management
Iowa
$66.4K +$58.3K +1,350 New
FC
1969
Family CFO
California
$66.3K – – –
KIG
1970
Kessler Investment Group
Indiana
$65.4K -$8.24K -191 -13%
GG
1971
Greenwood Gearhart
Arkansas
$63.3K +$55.7K +1,290 New
NBT
1972
Northwest Bank & Trust
Iowa
$63.2K +$55.5K +1,285 New
MWM
1973
Mascoma Wealth Management
New Hampshire
$63.1K -$5.35K -124 -9%
GJIA
1974
Glass Jacobson Investment Advisors
Maryland
$62.9K -$2.42K -56 -4%
OIA
1975
Optimum Investment Advisors
Illinois
$62.8K -$129 -3 -0.2%