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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EP Wealth Advisors
California
$5.74M -$19K -385 -0.3%
PIP
527
PB Investment Partners
California
$5.72M +$5.87M +119,268 New
HIIFS
528
Harel Insurance Investments & Financial Services
Israel
$5.72M +$4.72M +95,973 +414%
PHK
529
Point72 Hong Kong
Hong Kong
$5.71M +$5.86M +118,979 New
TI
530
tru Independence
Oregon
$5.71M -$73.2K -1,487 -1%
IFAM
531
Institutional & Family Asset Management
Colorado
$5.66M -$188K -3,819 -3%
MPM
532
Meritage Portfolio Management
Kansas
$5.64M +$82K +1,665 +1%
CCM
533
Covington Capital Management
California
$5.63M -$172K -3,502 -3%
BSW
534
Buckingham Strategic Wealth
Missouri
$5.6M -$130K -2,648 -2%
OPPTF
535
OPSEU Pension Plan Trust Fund
Ontario, Canada
$5.57M +$609K +12,367 +13%
GCAC
536
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.55M -$55.7K -1,131 -1%
CCA
537
Checchi Capital Advisers
California
$5.55M -$1.34M -27,155 -19%
Fayez Sarofim & Co
538
Fayez Sarofim & Co
Texas
$5.54M
TIM
539
Thompson Investment Management
Wisconsin
$5.49M -$335K -6,798 -6%
BBI
540
Baxter Bros Inc
Connecticut
$5.48M -$193K -3,926 -3%
PA
541
PFG Advisors
Arizona
$5.42M -$110K -2,225 -2%
TC
542
TownSquare Capital
Utah
$5.42M +$542K +10,999 +11%
Wealth Enhancement Advisory Services
543
Wealth Enhancement Advisory Services
Minnesota
$5.38M +$4.86M +98,785 New
LOPW
544
Live Oak Private Wealth
North Carolina
$5.38M +$442K +8,988 +9%
ESBC
545
E.S. Barr & Co
Kentucky
$5.35M +$41.3K +839 +0.8%
PA
546
Profund Advisors
Maryland
$5.35M -$328K -6,669 -6%
HWM
547
Horizon Wealth Management
Illinois
$5.23M +$5.36M +108,918 New
DWM
548
Dorchester Wealth Management
Quebec, Canada
$5.21M -$112K -2,275 -2%
WAM
549
Winslow Asset Management
Ohio
$5.19M +$41.7K +847 +0.8%
PGFC
550
Peapack-Gladstone Financial Corp
New Jersey
$5.17M +$10.4K +211 +0.2%