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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IR
826
IAT Reinsurance
New York
$2.37M
HB
827
Homrich & Berg
Georgia
$2.33M +$132K +2,832 +6%
Kovitz Investment Group Partners
828
Kovitz Investment Group Partners
Illinois
$2.33M -$235K -5,018 -9%
VFM
829
Viking Fund Management
North Dakota
$2.32M +$982K +21,000 +75%
WKWM
830
Walter & Keenan Wealth Management
Indiana
$2.32M -$171K -3,662 -7%
EWA
831
EP Wealth Advisors
California
$2.3M +$2.27M +48,638 New
NA
832
NewEdge Advisors
Louisiana
$2.29M +$278K +5,947 +14%
BC
833
Brio Consultants
California
$2.28M +$1.52M +32,521 +207%
OWD
834
Osborn Williams & Donohoe
Ohio
$2.28M -$606K -12,954 -21%
HT
835
Heritage Trust
Oklahoma
$2.27M -$39.9K -854 -2%
WC
836
Whitney & Co
New York
$2.26M -$37.7K -806 -2%
AF
837
Advisornet Financial
Minnesota
$2.26M +$462K +9,874 +26%
NIC
838
Northwest Investment Counselors
Oregon
$2.25M -$46.4K -992 -2%
BDF
839
Balasa Dinverno & Foltz
$2.25M -$87.2K -1,864 -4%
CICI
840
Capital Investment Counsel Inc
North Carolina
$2.24M +$163K +3,481 +8%
AC
841
Abbrea Capital
California
$2.2M -$27.2K -582 -1%
AI
842
Atria Investments
North Carolina
$2.2M -$126K -2,695 -5%
TSWM
843
Triangle Securities Wealth Management
North Carolina
$2.2M +$5.1K +109 +0.2%
MYIA
844
Mount Yale Investment Advisors
Colorado
$2.19M +$14.9K +319 +0.7%
HCM
845
Hengehold Capital Management
Ohio
$2.19M +$43.6K +932 +2%
AW
846
ACG Wealth
Georgia
$2.18M -$744K -15,913 -26%
PI
847
PFS Investments
Georgia
$2.17M +$1.17M +25,068 +123%
SC
848
Savant Capital
Illinois
$2.17M -$70.1K -1,498 -3%
RAM
849
Roanoke Asset Management
New Jersey
$2.16M -$1.17K -25 -0.1%
LWCFA
850
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.16M -$1.96K -42 -0.1%