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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
1076
Lebenthal Global Advisors
New York
$741K -$17.9K -414 -2%
AGWCA
1077
Annis Gardner Whiting Capital Advisors
Florida
$740K +$782K +18,115 New
ROTUOC
1078
Regents of the University of California
California
$740K – – –
BP
1079
BBR Partners
New York
$739K +$343K +7,951 +78%
RVPG
1080
Relative Value Partners Group
$739K +$780K +18,076 New
FPGT
1081
Financial Partners Group (Tennessee)
Tennessee
$736K +$778K +18,019 New
BOC
1082
Barbara Oil Co
Illinois
$735K – – –
EWA
1083
EverSource Wealth Advisors
Alabama
$735K -$19K -440 -2%
T
1084
TOBAM
France
$735K -$132K -3,048 -14%
WBG
1085
Wharton Business Group
Pennsylvania
$735K – – –
SIA
1086
Strategic Investment Advisors
Michigan
$733K -$664K -15,370 -46%
DI
1087
Diligent Investors
California
$732K -$116K -2,690 -13%
NSIM
1088
North Star Investment Management
Illinois
$731K +$259 +6 +0%
LPT
1089
Legacy Private Trust
Wisconsin
$730K +$212K +4,915 +38%
PWP
1090
Principle Wealth Partners
Connecticut
$728K – – –
LI
1091
Lafayette Investments
Maryland
$725K -$38.9K -900 -5%
FPAS
1092
Focus Partners Advisor Solutions
Missouri
$724K +$492K +11,404 +180%
SFG
1093
Summit Financial Group
West Virginia
$721K -$10.8K -250 -1%
PAM
1094
Palisade Asset Management
Minnesota
$720K – – –
IWA
1095
IVC Wealth Advisors
Pennsylvania
$719K +$2.33K +54 +0.3%
CSPIA
1096
Cary Street Partners Investment Advisory
Virginia
$719K +$15.7K +364 +2%
1SB
1097
1ST Source Bank
Indiana
$718K -$47.4K -1,098 -6%
AIIMS
1098
Analyst IMS Investment Management Services
Israel
$717K – – –
LI
1099
LMCG Investments
Massachusetts
$714K -$17.7K -410 -2%
IVP
1100
Intrinsic Value Partners
Arizona
$713K – – –
42 43
44
45 46