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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1001
Sit Investment Associates
Minnesota
$2.64M -$35.9M -750,680 -93%
BRM
1002
Boston Research & Management
Massachusetts
$2.61M +$95.6K +1,998 +4%
AC
1003
Alley Company
Illinois
$2.61M +$601K +12,554 +27%
CT
1004
Cambridge Trust
Massachusetts
$2.6M -$18.2M -381,038 -87%
SAM
1005
Symphony Asset Management
California
$2.6M -$148K -3,100 -5%
PJSIMP
1006
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.57M -$349K -7,292 -11%
HI
1007
Hudock Inc
Pennsylvania
$2.57M -$670 -14 -0%
EGM
1008
Engineers Gate Manager
New York
$2.56M +$2.77M +57,861 New
DWA
1009
Douglass Winthrop Advisors
New York
$2.55M +$265K +5,543 +11%
KLI
1010
Kelman-Lazarov Inc
Tennessee
$2.55M +$55.7K +1,165 +2%
WIC
1011
Whitegate Investment Counselors
New Hampshire
$2.54M +$71.8K +1,500 +3%
SAM
1012
Solaris Asset Management
New York
$2.53M -$306K -6,385 -10%
PWPCM
1013
Perella Weinberg Partners Capital Management
New York
$2.53M +$2.73M +57,075 New
AP
1014
Advisor Partners
California
$2.53M -$22.9K -478 -0.8%
AMM
1015
American Money Management
California
$2.51M -$191 -4 -0%
AF
1016
AMG Funds
Connecticut
$2.5M +$2.7M +56,428 New
MWM
1017
Mission Wealth Management
California
$2.5M -$5.31K -111 -0.2%
OA
1018
Outfitter Advisors
Virginia
$2.49M -$47.9K -1,000 -2%
ID
1019
Integral Derivatives
New York
$2.47M +$1.41M +29,377 +111%
KM
1020
Kalos Management
Georgia
$2.46M +$2.65M +55,454 New
PTCG
1021
Pring Turner Capital Group
California
$2.45M +$42.3K +885 +2%
CAM
1022
Carret Asset Management
New York
$2.44M +$85.2K +1,780 +3%
OCM
1023
One Capital Management
California
$2.44M +$39.9K +833 +2%
CT
1024
Coastline Trust
Rhode Island
$2.43M +$272K +5,690 +12%
QAM
1025
Quantres Asset Management
Cayman Islands
$2.42M +$2.62M +54,700 New