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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TPI
701
Trust Point Inc
Wisconsin
$3.7M +$121K +1,767 +3%
MA
702
Montag & Associates
Georgia
$3.7M
QCIG
703
Quad-Cities Investment Group
Iowa
$3.69M +$10.8K +158 +0.3%
WIM
704
Wittenberg Investment Management
Massachusetts
$3.68M -$3.56M -52,073 -50%
PCTC
705
Perkins Coie Trust Company
Washington
$3.66M -$2.25K -33 -0.1%
WS
706
Wedbush Securities
California
$3.66M +$19.5K +286 +0.6%
ABC
707
Associated Banc-Corp
Wisconsin
$3.64M -$72.3K -1,059 -2%
RSWM
708
Robertson Stephens Wealth Management
California
$3.64M -$206K -3,020 -6%
LNWWM
709
Laird Norton Wetherby Wealth Management
California
$3.63M -$149K -2,178 -4%
PA
710
Profund Advisors
Maryland
$3.63M -$561K -8,222 -14%
SCA
711
Stonebridge Capital Advisors
Minnesota
$3.61M -$111K -1,625 -3%
JHCP
712
Jackson Hole Capital Partners
Oklahoma
$3.6M +$23.7K +347 +0.7%
CIC
713
Cornercap Investment Counsel
Georgia
$3.6M -$118K -1,732 -3%
FNBT
714
FineMark National Bank & Trust
Florida
$3.58M -$64K -938 -2%
WJWM
715
Williams Jones Wealth Management
New York
$3.58M -$247K -3,621 -7%
PBC
716
Pavion Blue Capital
California
$3.57M -$11.5K -169 -0.3%
SCM
717
SOL Capital Management
Maryland
$3.55M -$3.41K -50 -0.1%
4WM
718
44 Wealth Management
Oregon
$3.55M -$281K -4,109 -8%
CCM
719
Coldstream Capital Management
Washington
$3.52M +$416K +6,099 +14%
AFS
720
Aft Forsyth & Sober
Florida
$3.51M
LOAMS
721
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M -$71.4K -1,046 -2%
SW
722
SVB Wealth
Massachusetts
$3.49M +$3.39M +49,637 New
CM
723
Crestline Management
Texas
$3.48M +$1.54M +22,495 +83%
TCA
724
Transcend Capital Advisors
New Jersey
$3.48M -$165K -2,418 -5%
QI
725
Qtron Investments
Massachusetts
$3.47M -$621K -9,090 -16%