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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Cresset Asset Management
Illinois
$1.01M -$14.5K -587 -1%
Bessemer Group
777
Bessemer Group
New Jersey
$1.01M -$1.49M -60,534 -59%
SW
778
SteelPeak Wealth
California
$1.01M -$175K -7,114 -14%
MWM
779
Madison Wealth Management
Ohio
$1.01M -$1.74M -70,473 -62%
SA
780
SRH Advisors
Kansas
$1.01M +$9.12K +370 +0.9%
SIP
781
Stoneridge Investment Partners
Pennsylvania
$1M -$216K -8,757 -17%
DI
782
Diligent Investors
California
$1M +$681K +27,644 +184%
PAM
783
Paradigm Asset Management
New York
$994K -$165K -6,700 -14%
ETI
784
Enterprise Trust & Investment
California
$992K -$261K -10,600 -20%
DT
785
Diversified Trust
Tennessee
$992K +$365K +14,824 +54%
FWCM
786
Ferguson Wellman Capital Management
Oregon
$987K -$202K -8,184 -16%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$987K -$148K -6,014 -13%
RL
788
Ruffer LLP
United Kingdom
$987K +$246K +10,000 +31%
CL
789
CPWM LLC
Washington
$985K -$1.26M -51,110 -55%
MPIA
790
Mountain Pacific Investment Advisers
Idaho
$985K -$580K -23,529 -36%
MC
791
Moors & Cabot
Massachusetts
$985K +$113K +4,598 +12%
PVWM
792
Point View Wealth Management
New Jersey
$983K -$182K -7,405 -15%
H
793
HoyleCohen
California
$982K -$91.3K -3,706 -8%
SCM
794
Sterneck Capital Management
Missouri
$982K +$11.2K +454 +1%
TSWM
795
Triangle Securities Wealth Management
North Carolina
$974K -$10.7K -436 -1%
AC
796
Alexandria Capital
Virginia
$972K -$11.3K -460 -1%
FCCM
797
First City Capital Management
Georgia
$971K +$427K +17,337 +71%
SG
798
Swarthmore Group
Pennsylvania
$970K -$2.38M -96,400 -70%
AF
799
Allworth Financial
California
$961K -$7.1K -288 -0.7%
MWP
800
Meridian Wealth Partners
Pennsylvania
$956K -$12.3K -499 -1%