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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2076
Bourgeon Capital Management
Connecticut
$15.2K – – –
HDIM
2077
Hanson & Doremus Investment Management
Vermont
$15K +$690 +16 +5%
WIM
2078
Westside Investment Management
California
$14.8K – – –
OPTFSNA
2079
Old Point Trust & Financial Services N A
Virginia
$14.8K +$12.9K +300 New
DWA
2080
Dougherty Wealth Advisers
Minnesota
$14.7K -$10.2K -236 -44%
NOI
2081
Newton One Investments
Delaware
$14.6K -$2.55K -59 -17%
PCMC
2082
Planning Capital Management Corporation
Pennsylvania
$14.1K +$12.3K +286 New
CFS
2083
CGC Financial Services
Oregon
$13.8K – – –
NF
2084
Norwood Financial
Pennsylvania
$12.3K – – –
NMM
2085
Naples Money Management
Florida
$12.3K +$10.7K +249 New
DF
2086
Dunhill Financial
United Kingdom
$12K +$10.5K +244 New
CMP
2087
Coston McIsaac & Partners
Maine
$12K – – –
EC
2088
Elequin Capital
New York
$12K +$10.5K +243 New
CFFP
2089
Center for Financial Planning
Michigan
$11.3K +$3.19K +74 +47%
T
2090
Tidemark
California
$11.2K +$9.84K +228 New
PWA
2091
Provenance Wealth Advisors
Florida
$11.1K +$5.96K +138 +157%
GG
2092
Gleason Group
Kentucky
$11.1K +$86 +2 +0.9%
FCG
2093
Financial Connections Group
California
$11K +$10.4K +241 New
QL
2094
Quarry LP
New York
$10.9K +$3.19K +74 +50%
KA
2095
Kozak & Associates
Colorado
$10.2K +$43 +1 +0.5%
M
2096
MOTCO
Texas
$10.1K – – –
RFG
2097
REAP Financial Group
Texas
$10.1K +$8.85K +205 New
KWAG
2098
Kiely Wealth Advisory Group
North Carolina
$10K +$8.63K +200 New
PGAM
2099
Princeton Global Asset Management
New Jersey
$9.62K +$43 +1 +0.5%
JPWM
2100
Jamison Private Wealth Management
Georgia
$9.6K – – –
82 83
84
85 86