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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Silvercrest Asset Management
New York
$884K -$471K -19,103 -34%
LOAME
827
Lombard Odier Asset Management (Europe)
United Kingdom
$882K
PWLP
828
Prio Wealth Limited Partnership
Massachusetts
$881K -$131K -5,300 -12%
CA
829
Cullinan Associates
Kentucky
$878K -$27.1K -1,100 -3%
LIM
830
Leavell Investment Management
Alabama
$875K -$120K -4,887 -12%
PCAP
831
Pratt Collard Advisory Partners
New York
$870K -$85.3K -3,460 -9%
GIA
832
Gateway Investment Advisers
Ohio
$869K -$175K -7,091 -16%
CIA
833
Choate Investment Advisors
Massachusetts
$867K -$90.8K -3,683 -9%
AMM
834
American Money Management
California
$861K -$23.2K -942 -3%
NCM
835
Northwest Capital Management
Oregon
$861K
WT
836
Washington Trust
Rhode Island
$858K -$479K -19,441 -35%
CSM
837
CAMG Solamere Management
North Carolina
$858K
MAM
838
Marotta Asset Management
Virginia
$856K
BWCS
839
Beirne Wealth Consulting Services
Connecticut
$855K +$896K +36,362 New
SDWIA
840
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$853K +$9.88K +401 +1%
MFW
841
Meristem Family Wealth
Minnesota
$851K -$37K -1,500 -4%
LNC
842
Lincoln National Corp
Pennsylvania
$851K -$18K -730 -2%
MCAI
843
Members Capital Advisors Inc
Wisconsin
$849K +$890K +36,100 New
BC
844
Bartlett & Co
Ohio
$844K -$214K -8,700 -20%
SC
845
Sawyer & Company
Massachusetts
$844K -$56.7K -2,300 -6%
BCWM
846
Bartlett & Co Wealth Management
Ohio
$844K -$214K -8,700 -20%
LWAC
847
Laurel Wealth Advisors (California)
California
$843K -$140K -5,664 -14%
BPA
848
Beacon Pointe Advisors
California
$843K +$16K +651 +2%
RC
849
RegentAtlantic Capital
New Jersey
$840K -$3.08K -125 -0.3%
IFWM
850
Institute for Wealth Management
Colorado
$839K +$625K +25,366 +246%