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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1076
Regal Investment Advisors
Michigan
$2.25M -$68.7K -1,216 -3%
ATC
1077
Argent Trust Co
Tennessee
$2.25M -$265K -4,698 -11%
BG
1078
Bollard Group
Massachusetts
$2.24M +$10.4K +185 +0.5%
PC
1079
Port Capital
Illinois
$2.24M +$2.08M +36,877 New
HFA
1080
HC Financial Advisors
California
$2.23M +$2.08M +36,789 New
CS
1081
Credential Securities
$2.23M -$18.1K -321 -0.9%
CC
1082
Courier Capital
New York
$2.21M -$122K -2,159 -6%
LIC
1083
Lodestar Investment Counsel
Illinois
$2.2M -$6.16K -109 -0.3%
RWA
1084
Ropes Wealth Advisors
Massachusetts
$2.19M -$82.5K -1,460 -4%
AIM
1085
Anchor Investment Management
South Carolina
$2.19M -$148K -2,626 -7%
MC
1086
Martin & Co
Tennessee
$2.19M +$16.1K +285 +0.8%
BC
1087
Beaconlight Capital
New York
$2.19M -$4.28M -75,750 -68%
SAM
1088
Sequent Asset Management
Texas
$2.19M +$11.3K +200 +0.6%
EWA
1089
EP Wealth Advisors
California
$2.18M +$709K +12,558 +54%
FB
1090
Fulton Bank
Pennsylvania
$2.18M -$38.3K -678 -2%
FPCP
1091
Fort Point Capital Partners
California
$2.16M +$197K +3,492 +11%
TIM
1092
Thornburg Investment Management
New Mexico
$2.15M +$199K +3,520 +11%
WOC
1093
West Oak Capital
California
$2.15M -$107K -1,894 -5%
NPA
1094
Nichols & Pratt Advisers
Massachusetts
$2.15M -$2.82K -50 -0.1%
ARMT
1095
Amica Retiree Medical Trust
Rhode Island
$2.14M
NERM
1096
New England Research & Management
Illinois
$2.14M +$291K +5,150 +17%
ITIM
1097
Indiana Trust & Investment Management
Indiana
$2.13M -$11.6K -206 -0.6%
HIH
1098
HRS Investment Holdings
New York
$2.12M
SWM
1099
SeaCrest Wealth Management
New York
$2.12M +$1.97M +34,926 New
SCA
1100
Snowden Capital Advisors
New York
$2.11M -$1.41M -24,951 -42%