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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
776
Alpha Cubed Investments
California
$1.58M +$34.8K +807 +2%
BFEC
777
Benjamin F. Edwards & Company
Missouri
$1.57M +$29.3K +678 +2%
EWM
778
Evercore Wealth Management
New York
$1.56M +$11.3K +262 +0.7%
TSWM
779
Triangle Securities Wealth Management
North Carolina
$1.56M -$49.3K -1,142 -3%
MIM
780
Miller Investment Management
Pennsylvania
$1.56M – – –
3IP
781
3Chopt Investment Partners
Virginia
$1.56M +$18.1K +420 +1%
CG
782
Caprock Group
Idaho
$1.55M -$58.2K -1,348 -3%
SWM
783
Sendero Wealth Management
Texas
$1.55M +$16.7K +387 +1%
TFS
784
Thoroughbred Financial Services
Tennessee
$1.54M +$729K +16,889 +81%
YC
785
Yarbrough Capital
Tennessee
$1.53M – – –
AAM
786
Auxier Asset Management
Oregon
$1.53M -$25.5K -590 -2%
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$1.52M +$194K +4,489 +14%
AP
788
Adero Partners
California
$1.52M -$522K -12,094 -25%
NW
789
Naviter Wealth
Arkansas
$1.52M +$61.1K +1,416 +4%
VT
790
Vise Technologies
New York
$1.51M +$229K +5,313 +17%
PA
791
Parallel Advisors
California
$1.51M +$244K +5,660 +18%
BFIM
792
Beese Fulmer Investment Management
Ohio
$1.51M -$14.9K -344 -0.9%
HCP
793
Holt Capital Partners
Texas
$1.5M +$3.67K +85 +0.2%
ACIM
794
Azimuth Capital Investment Management
Michigan
$1.49M -$44.9K -1,039 -3%
SCM
795
Silvant Capital Management
Georgia
$1.48M -$69.1K -1,601 -4%
RPCONE
796
Retirement Planning Company of New England
Rhode Island
$1.48M +$585K +13,557 +60%
AA
797
Ancora Advisors
Ohio
$1.47M -$6.65K -154 -0.4%
OCM
798
One Capital Management
California
$1.47M -$15.4K -357 -1%
AMM
799
American Money Management
California
$1.46M +$1.08K +25 +0.1%
PAM
800
Peak Asset Management
Colorado
$1.44M -$2.94K -68 -0.2%
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