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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
801
Investment Centers of America
North Dakota
$5.07M -$754K -14,081 -13%
WJA
802
Williams Jones & Associates
New York
$5.06M +$106K +1,970 +2%
HBT
803
Hills Bank & Trust
Iowa
$5.05M -$31.1K -580 -0.6%
KS
804
Karpas Strategies
Connecticut
$5.02M +$1.23K +23 +0%
SWM
805
SVA Wealth Management
Wisconsin
$5M +$13.4K +250 +0.3%
ST
806
Spinnaker Trust
Maine
$4.99M -$359K -6,705 -7%
NC
807
Northpointe Capital
Michigan
$4.98M +$2.44M +45,598 +103%
ECM
808
Evergreen Capital Management
Washington
$4.97M +$482K +8,990 +11%
BHWM
809
Bar Harbor Wealth Management
New Hampshire
$4.94M -$219K -4,089 -4%
PWM
810
Perigon Wealth Management
California
$4.92M -$5.52K -103 -0.1%
Carson Wealth (CWM LLC)
811
Carson Wealth (CWM LLC)
Nebraska
$4.91M -$330K -6,158 -6%
BCM
812
Bluefin Capital Management
New York
$4.9M -$3.4M -63,508 -42%
IR
813
IAT Reinsurance
New York
$4.88M +$4.71M +88,000 New
WIC
814
Woodmont Investment Counsel
Tennessee
$4.86M +$523K +9,769 +13%
CWM
815
Concentric Wealth Management
California
$4.84M -$30K -560 -0.6%
DM
816
Delphi Management
Massachusetts
$4.83M +$2.29M +42,795 +97%
DCM
817
Donaldson Capital Management
Indiana
$4.81M -$17.5M -326,642 -79%
FG
818
Fiduciary Group
Georgia
$4.8M +$593K +11,064 +15%
KPCM
819
Kings Point Capital Management
New York
$4.77M +$2.87M +53,490 +164%
WTB
820
Washington Trust Bank
Washington
$4.76M +$18.1K +338 +0.4%
AMAL
821
Asset Management Advisors LLC
Oklahoma
$4.75M +$7.5K +140 +0.2%
NCM
822
Narwhal Capital Management
Georgia
$4.71M +$1.15M +21,450 +34%
PC
823
Pecaut & Co
Iowa
$4.71M -$114K -2,120 -2%
TCOT
824
Trust Company of Toledo
Ohio
$4.71M +$622K +11,615 +16%
CIM
825
CenturyLink Investment Management
Colorado
$4.68M -$315K -5,870 -6%