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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CCMINC
701
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.23M +$4.12M +78,683 New
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$4.23M +$171K +3,273 +4%
GJCM
703
Grand Jean Capital Management
California
$4.22M -$24.6K -469 -0.6%
GRP
704
Global Retirement Partners
California
$4.22M +$236K +4,514 +6%
CEI
705
Clark Estates Inc
New York
$4.22M
FWM
706
Frontier Wealth Management
Missouri
$4.21M -$910K -17,368 -18%
FCMT
707
Founders Capital Management (Texas)
Texas
$4.2M -$3.14K -60 -0.1%
NCM
708
Narwhal Capital Management
Georgia
$4.15M -$697K -13,315 -15%
Acadian Asset Management
709
Acadian Asset Management
Massachusetts
$4.13M -$15.1M -289,088 -79%
FWCM
710
Ferguson Wellman Capital Management
Oregon
$4.12M -$294K -5,612 -7%
LA
711
LVW Advisors
New York
$4.11M +$12K +229 +0.3%
CCM
712
Cadence Capital Management
Massachusetts
$4.09M +$119K +2,266 +3%
GIA
713
Granite Investment Advisors
New Hampshire
$4.08M +$3.97M +75,789 New
Credit Agricole
714
Credit Agricole
France
$4.01M -$603K -11,505 -13%
CI
715
Conning Inc
Connecticut
$4.01M -$111K -2,110 -3%
VFA
716
Valeo Financial Advisors
Indiana
$4.01M -$375K -7,157 -9%
SAM
717
Silvercrest Asset Management
New York
$4.01M +$300K +5,724 +8%
OIM
718
Opus Investment Management
Massachusetts
$4.01M -$288K -5,500 -7%
GI
719
GS Investments
Minnesota
$4.01M -$41.4K -790 -1%
MCM
720
Maryland Capital Management
Maryland
$4.01M -$26.5K -506 -0.7%
AAM
721
Advisors Asset Management
Colorado
$3.99M +$328K +6,269 +9%
APP
722
Avantax Planning Partners
Iowa
$3.95M -$120K -2,287 -3%
CM
723
Columbus Macro
Pennsylvania
$3.92M +$260K +4,973 +7%
CL
724
CPWM LLC
Washington
$3.92M +$890 +17 +0%
OI
725
Oakbrook Investments
Illinois
$3.9M -$4.25M -81,195 -53%