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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1001
Inverness Counsel
New York
$2.36M -$23.6M -444,262 -91%
OA
1002
Oxbow Advisors
Texas
$2.35M +$824K +15,494 +57%
LC
1003
Lourd Capital
California
$2.35M +$22.9K +431 +1%
CFG
1004
Citizens Financial Group
Rhode Island
$2.32M -$265K -4,986 -11%
BSB
1005
Bangor Savings Bank
Maine
$2.3M +$113K +2,124 +5%
ATC
1006
Argent Trust Co
Tennessee
$2.3M +$107K +2,017 +5%
NFG
1007
Next Financial Group
Texas
$2.3M +$14.1K +265 +0.6%
PC
1008
Palo Capital
California
$2.29M -$55.3K -1,040 -2%
GC
1009
Gilbert & Cook
Iowa
$2.29M -$240K -4,514 -10%
PK
1010
Pflug Koory
Nebraska
$2.29M -$7.97K -150 -0.3%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$2.27M -$43.2K -813 -2%
ST
1012
Smithfield Trust
Pennsylvania
$2.24M -$51.2K -963 -2%
CHAM
1013
Clear Harbor Asset Management
Connecticut
$2.24M +$1.86M +35,021 +635%
AC
1014
Addison Capital
Pennsylvania
$2.23M -$5.21K -98 -0.2%
WP
1015
WealthPLAN Partners
Nebraska
$2.23M -$20.6K -388 -0.9%
GCM
1016
Gibraltar Capital Management
Oklahoma
$2.23M +$19.3K +364 +0.9%
BCFS
1017
Butensky & Cohen Financial Security
Florida
$2.23M +$71.8K +1,350 +3%
DIA
1018
Denver Investment Advisors
Colorado
$2.22M – – –
HCM
1019
Howland Capital Management
Massachusetts
$2.2M +$568K +10,691 +37%
SCA
1020
Sippican Capital Advisors
Massachusetts
$2.2M -$241K -4,525 -10%
TPWA
1021
TRUE Private Wealth Advisors
Oregon
$2.17M -$37.3K -701 -2%
MM
1022
Meridian Management
Arkansas
$2.17M +$5.58K +105 +0.3%
LAIC
1023
Lederer & Associates Investment Counsel
California
$2.16M +$2.39K +45 +0.1%
CPA
1024
Clear Perspective Advisors
Illinois
$2.16M +$139K +2,622 +7%
BSWMG
1025
Barrington Strategic Wealth Management Group
Illinois
$2.15M -$51.3K -965 -2%
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