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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1151
Parsec Financial Management
North Carolina
$683K -$11.1K -240 -2%
TCOV
1152
Trust Company of Vermont
Vermont
$681K -$21.3K -460 -3%
AIA
1153
AIMZ Investment Advisors
California
$681K
BP
1154
BBR Partners
New York
$680K +$124K +2,672 +22%
SB
1155
Sunflower Bank
Texas
$677K -$163K -3,529 -19%
LA
1156
LexAurum Advisors
Kansas
$675K -$49.8K -1,075 -7%
RCM
1157
RB Capital Management
Nevada
$673K -$93 -2 -0%
MAA
1158
Mraz Amerine & Associates
California
$673K
LF
1159
Lantz Financial
Illinois
$670K -$7.22K -156 -1%
ALAM
1160
Asahi Life Asset Management
Japan
$666K -$197K -4,250 -23%
FMBTD
1161
First Midwest Bank Trust Division
Illinois
$666K -$879 -19 -0.1%
SN
1162
Sittner & Nelson
Oregon
$666K +$54.8K +1,183 +9%
CRWM
1163
Castle Rock Wealth Management
California
$665K -$285K -6,160 -32%
HSA
1164
HBK Sorce Advisory
Pennsylvania
$665K +$13.2K +285 +2%
CC
1165
Cannell & Co
New York
$665K +$16.2K +350 +3%
RWA
1166
RGT Wealth Advisors
Texas
$663K +$34.2K +738 +5%
HIA
1167
Harbor Investment Advisory
Maryland
$661K -$65.3K -1,411 -9%
SAMC
1168
Spectrum Asset Management (California)
California
$660K -$140K -3,014 -17%
Fisher Asset Management
1169
Fisher Asset Management
Washington
$658K -$226K -4,885 -26%
1CP
1170
17 Capital Partners
Arizona
$657K -$64.8K -1,400 -9%
T
1171
TOBAM
France
$657K
SWM
1172
Shakespeare Wealth Management
Wisconsin
$657K +$12.6K +272 +2%
CNC
1173
Canandaigua National Corp
New York
$653K +$3.84K +83 +0.6%
CPO
1174
Cerity Partners OCIO
New York
$652K -$17.8K -385 -3%
FA
1175
FDx Advisors
Illinois
$649K -$431K -9,303 -40%