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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HB
1001
Homrich & Berg
Georgia
$2M +$633K +10,649 +39%
ST
1002
Sentinel Trust
Texas
$1.99M -$23.5K -395 -1%
LFAS
1003
Level Four Advisory Services
Texas
$1.99M -$179K -3,006 -7%
NIMI
1004
Natixis Investment Managers International
France
$1.99M +$2.25M +37,942 New
BRWA
1005
B. Riley Wealth Advisors
Florida
$1.98M -$815K -13,727 -27%
DLA
1006
Douglas Lane & Associates
New York
$1.98M -$223K -3,759 -9%
KIG
1007
Kessler Investment Group
Indiana
$1.98M +$2.24M +37,776 +130,262%
MIM
1008
Miller Investment Management
Pennsylvania
$1.98M +$2.73K +46 +0.1%
NA
1009
NewEdge Advisors
Louisiana
$1.98M -$855K -14,391 -27%
MPAM
1010
Murphy Pohlad Asset Management
Minnesota
$1.97M +$15.4K +260 +0.7%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$1.97M -$144K -2,421 -6%
CA
1012
Cambridge Advisors
Nebraska
$1.96M +$299K +5,041 +16%
MC
1013
Martin & Co
Tennessee
$1.96M +$71K +1,195 +3%
TBNY
1014
Trustco Bank (New York)
New York
$1.96M -$1.49K -25 -0.1%
DIA
1015
Denver Investment Advisors
Colorado
$1.96M -$116K -1,958 -5%
FMBTD
1016
First Midwest Bank Trust Division
Illinois
$1.95M +$2.67K +45 +0.1%
BG
1017
Bollard Group
Massachusetts
$1.94M +$10.8K +181 +0.5%
CCT
1018
Country Club Trust
Missouri
$1.94M +$558K +9,396 +34%
RWA
1019
Ropes Wealth Advisors
Massachusetts
$1.94M +$48.2K +811 +2%
CB
1020
Community Bank
New York
$1.93M -$47K -792 -2%
LIC
1021
Lodestar Investment Counsel
Illinois
$1.92M +$24.7K +415 +1%
AIA
1022
Allegis Investment Advisors
Idaho
$1.92M -$1.19M -19,959 -35%
OA
1023
Outfitter Advisors
Virginia
$1.91M -$191K -3,209 -8%
ITIM
1024
Indiana Trust & Investment Management
Indiana
$1.9M +$74.3K +1,251 +4%
HPCM
1025
High Pointe Capital Management
Illinois
$1.9M -$141K -2,370 -6%