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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VCA
1001
Verdence Capital Advisors
Maryland
$1.65M +$638K +12,175 +66%
IC
1002
Intersect Capital
California
$1.65M -$175K -3,339 -10%
RA
1003
RFG Advisory
Alabama
$1.64M +$477K +9,116 +43%
PCP
1004
Proficio Capital Partners
Massachusetts
$1.64M +$1.24M +23,652 +350%
HAG
1005
HighPoint Advisor Group
Illinois
$1.63M +$183K +3,493 +12%
CB
1006
Community Bank
New York
$1.62M +$2.62K +50 +0.2%
WAM
1007
Weatherly Asset Management
California
$1.62M +$351K +6,704 +29%
Wealth Enhancement Advisory Services
1008
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$1.58M +30,107 New
ACM
1009
Ategra Capital Management
Virginia
$1.62M +$1.05M +20,091 +201%
DTC
1010
Davidson Trust Company
Washington
$1.62M +$1.58M +30,105 New
BOC
1011
Barbara Oil Co
Illinois
$1.61M
JCM
1012
Jacobi Capital Management
Pennsylvania
$1.6M +$105K +2,008 +7%
BCCM
1013
Bridge Creek Capital Management
Massachusetts
$1.6M -$214K -4,095 -12%
SIAG
1014
Signet Investment Advisory Group
Rhode Island
$1.59M +$77.8K +1,485 +5%
FNBT
1015
FineMark National Bank & Trust
Florida
$1.59M -$6.34K -121 -0.4%
PWM
1016
Perigon Wealth Management
California
$1.59M +$287K +5,488 +23%
AL
1017
Aspiriant LLC
California
$1.58M -$629 -12 -0%
PAS
1018
Park Avenue Securities
New York
$1.58M +$251K +4,798 +20%
GIA
1019
GHP Investment Advisors
Colorado
$1.58M +$69.3K +1,323 +5%
CL
1020
Choreo LLC
Illinois
$1.57M -$113K -2,154 -7%
BPCA
1021
Bank Pictet & Cie (Asia)
Singapore
$1.56M +$118K +2,248 +8%
AAM
1022
Auxier Asset Management
Oregon
$1.56M -$39.2K -748 -3%
BFEC
1023
Benjamin F. Edwards & Company
Missouri
$1.56M +$109K +2,089 +8%
YWP
1024
YorkBridge Wealth Partners
New York
$1.55M -$106K -2,028 -7%
NCM
1025
Northside Capital Management
Oregon
$1.55M -$66.2K -1,263 -4%