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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1051
Parsons Capital Management
Rhode Island
$453K -$91.4K -3,708 -16%
WAM
1052
Weatherly Asset Management
California
$453K -$19.7K -799 -4%
GCM
1053
Glynn Capital Management
California
$451K
MA
1054
Montag & Associates
Georgia
$450K -$171K -6,950 -27%
LCM
1055
Logan Capital Management
Pennsylvania
$449K -$490K -19,898 -51%
BFEC
1056
Benjamin F. Edwards & Company
Missouri
$449K -$181K -7,333 -28%
BWAM
1057
Boyd Watterson Asset Management
Ohio
$449K -$1.6K -65 -0.3%
CPIG
1058
Chicago Partners Investment Group
Illinois
$449K +$5.74K +233 +1%
CNC
1059
Canandaigua National Corp
New York
$447K -$127K -5,139 -21%
RG
1060
Rathbones Group
United Kingdom
$447K
CFG
1061
Citizens Financial Group
Rhode Island
$444K -$129K -5,227 -22%
PCFFS
1062
Pacific Center for Financial Services
California
$441K -$320 -13 -0.1%
NCM
1063
Narwhal Capital Management
Georgia
$440K -$709K -28,762 -61%
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
$440K +$114K +4,612 +33%
CC
1065
Chicago Capital
Illinois
$439K +$986 +40 +0.2%
COF
1066
Capital One Financial
Virginia
$436K -$104K -4,227 -19%
QPWM
1067
Quadrant Private Wealth Management
Pennsylvania
$428K -$3.2K -130 -0.7%
JSL
1068
JT Stratford LLC
Georgia
$427K -$95.6K -3,880 -18%
BHBT
1069
Burke & Herbert Bank & Trust
Virginia
$427K -$6.88K -279 -2%
ROTUOC
1070
Regents of the University of California
California
$426K
CC
1071
Courier Capital
New York
$425K -$87.4K -3,546 -15%
DIM
1072
Delta Investment Management
California
$423K -$76K -3,084 -15%
CPA
1073
Court Place Advisors
Maryland
$423K -$3.7K -150 -0.8%
EAM
1074
Evanson Asset Management
California
$420K +$29.7K +1,204 +7%
FI
1075
Fosun International
China
$419K +$246K +10,000 +125%