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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1051
HBK Sorce Advisory
Pennsylvania
$782K +$46.3K +1,151 +7%
GVAG
1052
Great Valley Advisor Group
Delaware
$782K +$60.7K +1,509 +9%
MC
1053
Maverick Capital
Texas
$776K +$732K +18,187 New
ROTUOC
1054
Regents of the University of California
California
$773K – – –
SFA
1055
Source Financial Advisors
New York
$771K -$193K -4,784 -21%
WA
1056
WP Advisors
California
$769K -$21.4K -531 -3%
BOC
1057
Barbara Oil Co
Illinois
$768K – – –
WBG
1058
Wharton Business Group
Pennsylvania
$768K +$8.05K +200 +1%
ZIC
1059
ZWJ Investment Counsel
Georgia
$765K – – –
XF
1060
XML Financial
Maryland
$765K +$11K +273 +2%
SFG
1061
Summit Financial Group
West Virginia
$763K – – –
NSIM
1062
North Star Investment Management
Illinois
$763K +$845 +21 +0.1%
LI
1063
LMCG Investments
Massachusetts
$763K -$29.3K -728 -4%
PWP
1064
Principle Wealth Partners
Connecticut
$761K -$21.5K -533 -3%
GIP
1065
Greatmark Investment Partners
Georgia
$760K -$12.5M -310,869 -95%
EFS
1066
Essex Financial Services
Connecticut
$759K +$6.68K +166 +0.9%
DWA
1067
Delap Wealth Advisory
Oregon
$757K -$24.9K -619 -3%
SN
1068
Sittner & Nelson
Oregon
$754K -$20.4K -506 -3%
PAM
1069
Palisade Asset Management
Minnesota
$752K -$20.7K -514 -3%
IWA
1070
IVC Wealth Advisors
Pennsylvania
$749K +$124K +3,092 +21%
CS
1071
Comerica Securities
Michigan
$748K -$117K -2,912 -14%
PIMJS
1072
PKO Investment Management Joint-Stock
Poland
$746K +$704K +17,479 New
IVP
1073
Intrinsic Value Partners
Arizona
$745K -$2.42K -60 -0.3%
EI
1074
Ethic Inc
New York
$744K +$79.3K +1,969 +13%
AIIMS
1075
Analyst IMS Investment Management Services
Israel
$744K -$1.69K -42 -0.2%
41 42
43
44 45