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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
776
Round Hill Asset Management
California
$2.07M
ZCA
777
Zeke Capital Advisors
Pennsylvania
$2.06M -$256K -5,731 -11%
WPC
778
White Pine Capital
Minnesota
$2.06M +$589K +13,181 +42%
SCM
779
Schnieders Capital Management
California
$2.05M +$270K +6,050 +15%
CWM
780
Circle Wealth Management
New Jersey
$2.05M -$135K -3,021 -6%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.04M -$52.1K -1,167 -3%
PMAM
782
Penn Mutual Asset Management
Pennsylvania
$2.04M -$982K -22,000 -33%
SA
783
SRH Advisors
Kansas
$2.03M +$58K +1,300 +3%
EWM
784
Evercore Wealth Management
New York
$2.03M -$40.2K -900 -2%
DILIC
785
Dai-ichi Life Insurance Company
Japan
$2.03M -$33.3K -745 -2%
NB
786
NBT Bank
New York
$2.02M -$55.7K -1,248 -3%
Bessemer Group
787
Bessemer Group
New Jersey
$1.99M -$10.2K -229 -0.5%
EHC
788
Everett Harris & Co
California
$1.99M -$61.4K -1,375 -3%
AWM
789
Altium Wealth Management
New York
$1.99M +$43K +963 +2%
SW
790
SVB Wealth
Massachusetts
$1.98M -$16K -358 -0.8%
AF
791
Allworth Financial
California
$1.98M +$111K +2,487 +6%
FHB
792
First Hawaiian Bank
Hawaii
$1.96M +$137K +3,071 +8%
WHG
793
Westwood Holdings Group
Texas
$1.94M +$20.6K +461 +1%
DT
794
Diversified Trust
Tennessee
$1.93M +$88.4K +1,979 +5%
HTC
795
Haverford Trust Company
Pennsylvania
$1.93M +$266K +5,960 +16%
ERM
796
Elm Ridge Management
New York
$1.92M -$719K -16,095 -27%
SIM
797
Sentry Investment Management
Wisconsin
$1.91M +$636K +14,243 +51%
SG
798
Swarthmore Group
Pennsylvania
$1.91M +$35.9K +803 +2%
BPCA
799
Bank Pictet & Cie (Asia)
Singapore
$1.9M -$179K -4,007 -9%
OPS
800
Orion Portfolio Solutions
Nebraska
$1.9M +$239K +5,347 +15%