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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
801
Avidian Wealth Enterprises
Texas
$1.62M -$12.7K -296 -0.7%
AC
802
Avestar Capital
New York
$1.62M +$657K +15,303 +61%
CAC
803
Cowen and Company
New York
$1.62M +$3.52M +81,964 +248%
HBWM
804
Hollow Brook Wealth Management
New York
$1.62M +$1.72K +40 +0.1%
JHCP
805
Jackson Hole Capital Partners
Oklahoma
$1.61M -$387 -9 -0%
CS
806
Cannell & Spears
New York
$1.61M -$14.3K -333 -0.8%
AA
807
Ancora Advisors
Ohio
$1.61M +$280K +6,528 +19%
NP
808
NorthRock Partners
Minnesota
$1.61M -$173K -4,022 -9%
ANTB
809
AMG National Trust Bank
Colorado
$1.61M +$115K +2,687 +7%
OPCM
810
Osborne Partners Capital Management
California
$1.6M +$110K +2,556 +7%
CA
811
Cullinan Associates
Kentucky
$1.59M – – –
CL
812
CPWM LLC
Washington
$1.59M -$8.34K -194 -0.5%
EWM
813
Evercore Wealth Management
New York
$1.59M – – –
TFA
814
Trinity Financial Advisors
Ohio
$1.57M +$127K +2,948 +8%
CIP
815
Cornerstone Investment Partners
Georgia
$1.56M – – –
CCP
816
Cunning Capital Partners
North Carolina
$1.56M – – –
OPS
817
Orion Portfolio Solutions
Nebraska
$1.55M +$12.5K +290 +0.8%
OCM
818
One Capital Management
California
$1.55M -$46.7K -1,087 -3%
SC
819
Sepio Capital
Utah
$1.54M -$2.38M -55,347 -59%
MIM
820
Miller Investment Management
Pennsylvania
$1.54M – – –
HCC
821
Hirtle Callaghan & Co
Pennsylvania
$1.53M +$1.63M +38,050 New
ERIC
822
Eagle Rock Investment Company
Georgia
$1.53M -$57.6K -1,340 -3%
VFA
823
Voya Financial Advisors
Connecticut
$1.52M +$52.4K +1,220 +3%
WIM
824
WealthPlan Investment Management
Nebraska
$1.52M +$1.54M +35,735 New
YC
825
Yarbrough Capital
Tennessee
$1.51M – – –
31 32
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