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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCFS
1151
Butensky & Cohen Financial Security
Florida
$1.86M +$37.4K +764 +2%
ST
1152
Smithfield Trust
Pennsylvania
$1.86M +$9.79K +200 +0.5%
CCM
1153
CrestPoint Capital Management
Missouri
$1.86M -$1.3M -26,500 -41%
WOC
1154
West Oak Capital
California
$1.85M -$10.3K -210 -0.5%
CIC
1155
Crawford Investment Counsel
Georgia
$1.84M +$623K +12,730 +50%
DWM
1156
Dorchester Wealth Management
Quebec, Canada
$1.84M +$245K +5,000 +15%
TBA
1157
Tower Bridge Advisors
Pennsylvania
$1.84M +$137K +2,805 +8%
CCM
1158
Carderock Capital Management
Maryland
$1.83M +$11.7K +238 +0.6%
ATC
1159
Argent Trust Co
Tennessee
$1.83M +$74.4K +1,519 +4%
KCM
1160
Karp Capital Management
California
$1.83M -$541K -11,040 -23%
GF
1161
Gerstein Fisher
New York
$1.83M +$10.8K +220 +0.6%
TP
1162
Truvvo Partners
New York
$1.82M – – –
KC
1163
Kingfisher Capital
North Carolina
$1.82M +$2.79K +57 +0.2%
SNT
1164
Security National Trust
West Virginia
$1.82M +$28.6K +585 +2%
SFG
1165
SevenBridge Financial Group
Pennsylvania
$1.81M +$4.28M +87,435 New
PCMM
1166
Private Capital Management (Minnesota)
Minnesota
$1.8M +$463K +9,450 +34%
CS
1167
Credential Securities
$1.8M +$57.6K +1,176 +3%
FCH
1168
Freestone Capital Holdings
Washington
$1.79M +$192K +3,918 +12%
CG
1169
Caprock Group
Idaho
$1.79M +$1.81M +37,027 New
CSM
1170
Central Square Management
Illinois
$1.79M +$1.81M +37,000 New
SWM
1171
Segment Wealth Management
Texas
$1.78M -$16.9K -346 -0.9%
CFMC
1172
Curbstone Financial Management Corp
New Hampshire
$1.78M +$34.3K +700 +2%
NFG
1173
NewFocus Financial Group
Washington
$1.78M +$36.6K +747 +2%
WP
1174
WealthSource Partners
California
$1.78M +$1.8M +36,720 New
MIM
1175
Miller Investment Management
Pennsylvania
$1.77M +$201K +4,100 +13%
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