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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ROTUOC
1101
Regents of the University of California
California
$707K
CT
1102
Cambridge Trust
Massachusetts
$701K +$3.04K +86 +0.5%
SIA
1103
Soltis Investment Advisors
Utah
$700K -$368K -10,385 -37%
SAM
1104
Sequent Asset Management
Texas
$697K -$470K -13,282 -43%
CC
1105
Chicago Capital
Illinois
$697K -$6.02K -170 -0.9%
TPMI
1106
Tilden Park Management I
New York
$696K +$630K +17,809 New
PFO
1107
Pathstone Family Office
New Jersey
$695K +$111K +3,146 +21%
WWM
1108
Western Wealth Management
Colorado
$694K +$9.56K +270 +2%
ESB
1109
Essex Savings Bank
Connecticut
$690K -$17.6K -497 -3%
PFM
1110
Parsec Financial Management
North Carolina
$690K +$23.6K +667 +4%
TCPWM
1111
Traverso Chambers Private Wealth Management
California
$682K +$142K +4,001 +30%
MGWM
1112
Marks Group Wealth Management
Minnesota
$681K +$89K +2,515 +17%
NWS
1113
Newport Wealth Strategies
California
$680K -$177K -5,013 -22%
JFA
1114
JNBA Financial Advisors
Minnesota
$680K +$7.58K +214 +1%
EFS
1115
Essex Financial Services
Connecticut
$679K +$30.7K +866 +5%
CFG
1116
Citizens Financial Group
Rhode Island
$678K +$187K +5,284 +44%
SG
1117
Stonnington Group
California
$678K +$526K +14,865 New
HCM
1118
Hutner Capital Management
Vermont
$673K +$35 +1 +0%
PSUF
1119
People's United Financial
Connecticut
$672K -$85.2K -2,406 -12%
S
1120
SignatureFD
Georgia
$672K +$105K +2,964 +21%
MMPW
1121
Mitchell McLeod Pugh & Williams
Alabama
$671K +$17.3K +490 +3%
SM
1122
SG3 Management
Puerto Rico
$668K +$606K +17,105 New
JSL
1123
JT Stratford LLC
Georgia
$664K -$14.7K -414 -2%
TI
1124
Telemetry Investments
New York
$664K
NSAM
1125
North Star Asset Management
Wisconsin
$663K +$8.5K +240 +1%