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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
751
Cigna Investments
Connecticut
$1.95M +$15K +339 +0.7%
MGWM
752
Marks Group Wealth Management
Minnesota
$1.92M +$213K +4,808 +12%
CAG
753
Crestwood Advisors Group
Massachusetts
$1.92M -$548K -12,371 -21%
TGAM
754
TBH Global Asset Management
Tennessee
$1.91M -$157K -3,550 -7%
BOS
755
Bank of Stockton
California
$1.91M -$10.4K -235 -0.5%
PAM
756
Paradigm Asset Management
New York
$1.9M -$1.49M -33,600 -42%
UHC
757
Union Heritage Capital
Michigan
$1.9M – – –
DBT
758
Dubuque Bank & Trust
Iowa
$1.89M -$8.98K -203 -0.4%
XWM
759
Xcel Wealth Management
Florida
$1.89M -$177K -4,000 -8%
TAM
760
Trust Asset Management
Texas
$1.88M – – –
AAM
761
Advisors Asset Management
Colorado
$1.88M -$1.01M -22,889 -33%
HTC
762
Haverford Trust Company
Pennsylvania
$1.88M -$342K -7,729 -15%
PI
763
PFS Investments
Georgia
$1.86M +$64.2K +1,450 +3%
PBC
764
Pavion Blue Capital
California
$1.86M -$34.3K -774 -2%
TIM
765
Timelo Investment Management
Ontario, Canada
$1.86M +$1.99M +45,000 New
ACIM
766
Azimuth Capital Investment Management
Michigan
$1.86M -$146K -3,300 -7%
PMG
767
Private Management Group
California
$1.86M -$131K -2,950 -6%
RSWM
768
Robertson Stephens Wealth Management
California
$1.85M -$42.7K -964 -2%
FSA
769
Franklin Street Advisors
North Carolina
$1.84M – – –
LWAC
770
Laurel Wealth Advisors (California)
California
$1.83M -$8.54K -193 -0.4%
3IP
771
3Chopt Investment Partners
Virginia
$1.82M +$1.96M +44,192 New
PAS
772
Park Avenue Securities
New York
$1.82M -$44.1K -996 -2%
EH
773
Equitable Holdings
New York
$1.82M +$890K +20,106 +84%
BSW
774
Buckingham Strategic Wealth
Missouri
$1.8M -$3.05K -69 -0.2%
HWM
775
HB Wealth Management
Georgia
$1.79M -$77.8K -1,758 -4%
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