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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RPC
1201
Rossmore Private Capital
Connecticut
$1.2M +$375K +6,999 +48%
GC
1202
Garde Capital
Washington
$1.2M +$11.8K +220 +1%
PFS
1203
Prospera Financial Services
Texas
$1.19M +$191K +3,564 +20%
SIG
1204
Schaller Investment Group
North Carolina
$1.19M – – –
BI
1205
Bredin Investment
Delaware
$1.19M – – –
EHWM
1206
Eads & Heald Wealth Management
Georgia
$1.19M +$19.4K +363 +2%
BEC
1207
Blue Edge Capital
Virginia
$1.18M -$79.6K -1,486 -7%
TTWM
1208
TCV Trust & Wealth Management
Virginia
$1.18M -$7.78M -145,277 -87%
CAM
1209
CenterStar Asset Management
Illinois
$1.18M – – –
SMC
1210
Smith, Moore & Co
Missouri
$1.16M +$622K +11,604 +124%
HSA
1211
HBK Sorce Advisory
Pennsylvania
$1.16M -$27.8K -519 -2%
CPIG
1212
Chicago Partners Investment Group
Illinois
$1.16M +$441K +8,239 +65%
SS
1213
Sunbelt Securities
Texas
$1.16M +$120K +2,232 +12%
CWM
1214
Calamos Wealth Management
Illinois
$1.15M +$68.8K +1,285 +7%
NSIM
1215
North Star Investment Management
Illinois
$1.15M +$214 +4 +0%
CBN
1216
Cadence Bank NA
Texas
$1.15M +$1.61K +30 +0.1%
LNC
1217
Lincoln National Corp
Pennsylvania
$1.14M -$9.32K -174 -0.8%
ICM
1218
IMS Capital Management
Oregon
$1.14M +$103K +1,916 +10%
WA1
1219
Wimmer Associates 1
California
$1.14M – – –
BP
1220
Ballentine Partners
Massachusetts
$1.13M -$60.7K -1,133 -5%
AIA
1221
Arbor Investment Advisors
North Carolina
$1.13M +$23.4K +437 +2%
NFG
1222
Next Financial Group
Texas
$1.13M -$189K -3,532 -15%
MC
1223
Middleton & Co
Massachusetts
$1.13M -$71.4K -1,333 -6%
PWAP
1224
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.12M – – –
EM
1225
Excalibur Management
Massachusetts
$1.12M -$4.61K -86 -0.4%
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