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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Avitas Wealth Management
California
$2.62M +$2.36M +45,177 New
KCIC
702
Kuhn & Co Investment Counsel
Illinois
$2.61M – – –
3IP
703
3Chopt Investment Partners
Virginia
$2.6M +$194K +3,717 +9%
SF
704
Slagle Financial
Illinois
$2.6M -$4.9M -93,732 -68%
MLM
705
Mount Lucas Management
Pennsylvania
$2.59M -$198K -3,783 -8%
JIC
706
Joel Isaacson & Co
New York
$2.59M +$653K +12,485 +39%
APF
707
Alaska Permanent Fund
Alaska
$2.59M -$528K -10,088 -18%
MA
708
MONECO Advisors
Connecticut
$2.58M +$1.97M +37,727 +551%
WPC
709
White Pine Capital
Minnesota
$2.58M -$46.2K -883 -2%
IA
710
IFP Advisors
Florida
$2.58M -$26.7K -511 -1%
SCA
711
Snowden Capital Advisors
New York
$2.58M -$57.5K -1,099 -2%
FNA
712
First National Advisers
Nebraska
$2.57M +$556K +10,627 +27%
EIP
713
Easterly Investment Partners
Massachusetts
$2.57M -$100K -1,915 -4%
VNIM
714
Vaughan Nelson Investment Management
Texas
$2.57M – – –
VT
715
Vise Technologies
New York
$2.56M -$529K -10,110 -19%
CIP
716
Convergence Investment Partners
Florida
$2.55M +$125K +2,396 +6%
IAS
717
Insigneo Advisory Services
Florida
$2.54M +$118K +2,249 +5%
BOS
718
Bank of Stockton
California
$2.53M -$4.71K -90 -0.2%
UB
719
UMB Bank
Missouri
$2.51M -$15M -285,794 -87%
BBHC
720
Brown Brothers Harriman & Co
New York
$2.48M -$430K -8,218 -16%
WWA
721
WCG Wealth Advisors
Nevada
$2.48M -$645K -12,327 -22%
PPWP
722
Premier Path Wealth Partners
New Jersey
$2.47M +$36.9K +705 +2%
XWM
723
Xcel Wealth Management
Florida
$2.47M -$64.4K -1,231 -3%
FSA
724
Franklin Street Advisors
North Carolina
$2.47M +$9.16K +175 +0.4%
GI
725
GS Investments
Minnesota
$2.46M – – –
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