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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1001
Semanteon Capital Management
Massachusetts
$1.18M +$1.18M +20,929 New
CRWM
1002
Castle Rock Wealth Management
California
$1.18M +$72K +1,273 +7%
FFBTD
1003
First Financial Bank - Trust Division
Ohio
$1.18M -$173K -3,054 -13%
EWA
1004
EverSource Wealth Advisors
Alabama
$1.17M -$27.2K -481 -2%
MSR
1005
Main Street Research
Connecticut
$1.17M -$444K -7,844 -27%
LCM
1006
Lazari Capital Management
California
$1.17M -$14.5K -256 -1%
CTC
1007
Cetera Trust Company
Minnesota
$1.17M -$50.9K -900 -4%
PMA
1008
Prudent Man Advisors
Illinois
$1.16M -$24.7K -437 -2%
DC
1009
Diametric Capital
Massachusetts
$1.16M +$1.16M +20,490 New
PB
1010
Pinnacle Bancorp
Nebraska
$1.16M -$201K -3,557 -15%
KIG
1011
Kennedy Investment Group
New Jersey
$1.15M -$4.75K -84 -0.4%
CC
1012
Courier Capital
New York
$1.15M -$5.49K -97 -0.5%
PIM
1013
Penobscot Investment Management
Massachusetts
$1.15M +$48K +848 +4%
RCM
1014
RNC Capital Management
California
$1.15M
SRC
1015
Sage Rhino Capital
California
$1.14M +$2.04K +36 +0.2%
LIA
1016
LS Investment Advisors
Michigan
$1.14M
BBA
1017
BLB&B Advisors
Pennsylvania
$1.14M -$40.6K -718 -3%
MG
1018
Mather Group
Illinois
$1.14M +$78.7K +1,391 +7%
FRA
1019
Frank Rimerman Advisors
California
$1.13M -$34K -601 -3%
OFS
1020
OneAscent Financial Services
Alabama
$1.13M +$1.13M +20,013 New
CA
1021
Continuum Advisory
Idaho
$1.13M +$24K +424 +3%
HA
1022
Harbor Advisors
Florida
$1.13M
SC
1023
Savoie Capital
Illinois
$1.13M +$1.13M +20,000 New
CIC
1024
Carnegie Investment Counsel
Ohio
$1.13M -$64.9K -1,148 -5%
HSA
1025
HBK Sorce Advisory
Pennsylvania
$1.13M -$55.5K -982 -5%