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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
851
Walter & Keenan Wealth Management
Indiana
$2.91M
CFA
852
Carroll Financial Associates
North Carolina
$2.89M -$15.4K -270 -0.5%
LWAC
853
Laurel Wealth Advisors (California)
California
$2.89M +$423K +7,411 +16%
JIC
854
JRM Investment Counsel
Nebraska
$2.89M -$113K -1,976 -3%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.89M -$13.7K -240 -0.4%
WS
856
Wedbush Securities
California
$2.87M -$799 -14 -0%
DCM
857
Donaldson Capital Management
Indiana
$2.86M -$56.4K -988 -2%
AIL
858
AGF Investments LLC
Ontario, Canada
$2.86M -$414K -7,253 -12%
BDF
859
Balasa Dinverno & Foltz
$2.85M +$72K +1,261 +2%
MG
860
Markel Group
Virginia
$2.84M +$2.4M +42,000 +350%
PTCG
861
Pring Turner Capital Group
California
$2.82M -$58.8K -1,029 -2%
RG
862
Rathbones Group
United Kingdom
$2.8M +$1.63M +28,500 +115%
AP
863
Appleton Partners
Massachusetts
$2.8M -$114K -1,989 -4%
MYIA
864
Mount Yale Investment Advisors
Colorado
$2.8M -$21.7K -380 -0.7%
HT
865
Heritage Trust
Oklahoma
$2.8M -$12.4K -217 -0.4%
CNC
866
Citizens & Northern Corp
Pennsylvania
$2.79M -$165K -2,898 -5%
DTL
867
Dynamic Technology Lab
Singapore
$2.79M +$3.03M +53,104 New
BOIA
868
Bush ODonnell Investment Advisors
Missouri
$2.79M +$196K +3,439 +7%
GP
869
Girard Partners
Pennsylvania
$2.78M +$58.4K +1,022 +2%
CIA
870
Choate Investment Advisors
Massachusetts
$2.74M -$158K -2,769 -5%
QF
871
QVT Financial
New York
$2.69M
MA
872
Montag & Associates
Georgia
$2.68M +$288K +5,037 +11%
SCA
873
Sage Capital Advisors
South Dakota
$2.68M +$17.9K +313 +0.6%
WSL
874
Western Standard LLC
California
$2.67M -$177K -3,100 -6%
SAM
875
Sawgrass Asset Management
Florida
$2.66M -$38.3K -670 -1%