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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
1001
Integrated Wealth Concepts
Massachusetts
$698K +$746K +27,251 New
TFA
1002
Teamwork Financial Advisors
Texas
$697K +$745K +27,238 New
JCM
1003
Jacobi Capital Management
Pennsylvania
$693K -$257K -9,396 -26%
CT
1004
Caldwell Trust
Florida
$688K -$32.8K -1,200 -4%
PFPT
1005
Pinnacle Financial Partners (Tennessee)
Tennessee
$685K -$987K -36,060 -57%
RCM
1006
Radnor Capital Management
Pennsylvania
$685K -$21.4K -783 -3%
PA
1007
Parallel Advisors
California
$683K +$64K +2,338 +10%
EF
1008
Empirical Finance
Pennsylvania
$683K +$85.3K +3,118 +13%
FM
1009
Foster & Motley
Ohio
$679K -$169K -6,187 -19%
S
1010
Seeyond
France
$679K -$125K -4,560 -15%
NB
1011
Nicolet Bankshares
Wisconsin
$678K -$44.8K -1,638 -6%
BWP
1012
Baldwin Wealth Partners
Massachusetts
$678K -$10.9K -400 -1%
DBT
1013
Dubuque Bank & Trust
Iowa
$678K -$3.78K -138 -0.5%
GLLW
1014
Graves Light Lenhart Wealth
Virginia
$678K +$76.7K +2,805 +12%
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$676K -$80.6K -2,945 -10%
BONST
1016
Bank of Nova Scotia Trust
Ontario, Canada
$674K -$23.5K -860 -3%
HT
1017
HighTower Trust
Texas
$673K +$56.3K +2,056 +8%
AP
1018
Appleton Partners
Massachusetts
$670K -$124K -4,529 -15%
GIA
1019
GHP Investment Advisors
Colorado
$669K -$97.3K -3,557 -12%
MA
1020
Montag & Associates
Georgia
$668K -$354K -12,927 -33%
CRC
1021
Curi RMB Capital
Illinois
$663K -$42.7K -1,559 -6%
CA
1022
Cambridge Advisors
Nebraska
$662K -$4.1K -150 -0.6%
CCM
1023
Carlson Capital Management
Minnesota
$662K +$110K +4,011 +18%
ANRIA
1024
American National Registered Investment Advisor
Texas
$661K – – –
HW
1025
Hedeker Wealth
Illinois
$661K +$66.1K +2,415 +10%
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