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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
826
Brinker Capital Investments
Pennsylvania
$1.59M -$101K -2,287 -6%
NA
827
NewEdge Advisors
Louisiana
$1.58M +$605K +13,662 +10%
SWM
828
Sendero Wealth Management
Texas
$1.58M +$388K +8,776 +30%
MIM
829
Miller Investment Management
Pennsylvania
$1.58M – – –
P
830
Pitcairn
Pennsylvania
$1.57M +$534K +12,059 +47%
CTC
831
Central Trust Company
Missouri
$1.56M +$813K +18,371 +94%
YC
832
Yarbrough Capital
Tennessee
$1.55M – – –
MOS
833
MGO One Seven
Ohio
$1.54M +$209K +4,713 +15%
SIA
834
Schechter Investment Advisors
Michigan
$1.52M +$45K +1,016 +3%
MIFH
835
Migdal Insurance & Financial Holdings
Israel
$1.52M +$1.04M +23,594 +180%
OCM
836
One Capital Management
California
$1.51M -$81.2K -1,835 -5%
AAM
837
Auxier Asset Management
Oregon
$1.51M – – –
HCP
838
Holt Capital Partners
Texas
$1.5M +$46.3K +1,046 +3%
PTC
839
Private Trust Company
Ohio
$1.5M -$26.7K -604 -2%
PSC
840
Portman Square Capital
United Kingdom
$1.5M +$1.61M +36,300 New
CWM
841
Circle Wealth Management
New Jersey
$1.5M +$107K +2,426 +7%
NRS
842
Neville Rodie & Shaw
New York
$1.49M – – –
FIA
843
Foundations Investment Advisors
Arizona
$1.48M +$438K +9,888 +38%
ICG
844
InterOcean Capital Group
Tennessee
$1.48M -$220K -4,963 -12%
CM
845
Columbus Macro
Pennsylvania
$1.48M -$40.6K -917 -2%
CG
846
Caprock Group
Idaho
$1.48M +$32.1K +725 +2%
CIA
847
Choate Investment Advisors
Massachusetts
$1.48M +$305K +6,901 +24%
CWM
848
Chemistry Wealth Management
New York
$1.48M – – –
TFA
849
Trinity Financial Advisors
Ohio
$1.48M -$143K -3,227 -8%
CCM
850
Coldstream Capital Management
Washington
$1.48M +$1.58M +35,800 New
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