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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Annandale Capital
1076
Annandale Capital
Texas
$710K +$349 +8 +0%
Loomis, Sayles & Company
1077
Loomis, Sayles & Company
Massachusetts
$709K +$813K +18,657 +5,942%
Wedmont Private Capital
1078
Wedmont Private Capital
Pennsylvania
$708K -$157K -3,592 -16%
EverSource Wealth Advisors
1079
EverSource Wealth Advisors
Alabama
$707K +$36.5K +837 +5%
Stratos Wealth Advisors
1080
Stratos Wealth Advisors
Ohio
$703K -$22.9K -526 -3%
MMHP
1081
Murphy Middleton Hinkle & Parker
Georgia
$703K – – –
MassMutual Private Wealth & Trust
1082
MassMutual Private Wealth & Trust
Connecticut
$700K -$109K -2,494 -12%
BCM
1083
Boltwood Capital Management
California
$699K +$47.9K +1,100 +6%
LMCG Investments
1084
LMCG Investments
Massachusetts
$696K -$48.6K -1,114 -6%
Accredited Investors
1085
Accredited Investors
Minnesota
$695K -$44.4K -1,018 -5%
WA
1086
WP Advisors
California
$693K -$136K -3,125 -14%
PFSC
1087
Peoples Financial Services Corp
Pennsylvania
$693K +$7.63K +175 +1%
Csenge Advisory Group
1088
Csenge Advisory Group
Florida
$692K -$115K -2,627 -12%
Empower Advisory Group
1089
Empower Advisory Group
Colorado
$691K +$799K +18,330 New
Principle Wealth Partners
1090
Principle Wealth Partners
Connecticut
$686K – – –
DWA
1091
Delap Wealth Advisory
Oregon
$686K +$800K +18,350 New
HBT
1092
Heartland Bank & Trust
Illinois
$684K +$80.8K +1,853 +11%
1834 Investment Advisors
1093
1834 Investment Advisors
Wisconsin
$683K +$796K +18,269 New
DMBA
1094
Deseret Mutual Benefit Administrators
Utah
$683K +$15.1K +346 +2%
SN
1095
Sittner & Nelson
Oregon
$679K -$17.1K -393 -2%
Palisade Asset Management
1096
Palisade Asset Management
Minnesota
$678K -$45.8K -1,050 -5%
Regents of the University of California
1097
Regents of the University of California
California
$677K – – –
Eisler Capital (US)
1098
Eisler Capital (US)
New York
$676K +$788K +18,080 New
Arden Trust
1099
Arden Trust
Delaware
$673K -$260K -5,956 -25%
BOC
1100
Barbara Oil Co
Illinois
$673K – – –