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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DCLA
1226
Douglas C. Lane & Associates
New York
$806K +$34K +787 +5%
IAS
1227
IMA Advisory Services
Colorado
$798K +$10.4K +240 +1%
BO
1228
Bank OZK
Arkansas
$798K +$35K +810 +5%
PPSG
1229
Princeton Portfolio Strategies Group
New Jersey
$796K +$8.64K +200 +1%
LJAC
1230
L.J. Altfest & Co
New York
$796K +$757K +17,537 New
BP
1231
Ballentine Partners
Massachusetts
$795K -$821 -19 -0.1%
BC
1232
Barnett & Company
Tennessee
$792K -$587K -13,593 -44%
ANBTV
1233
American National Bank & Trust (Virginia)
Virginia
$789K -$8.12K -188 -1%
GDF
1234
Graham & Dodd Fund
New York
$787K -$569K -13,172 -43%
CWA
1235
Constellation Wealth Advisors
New York
$786K -$14.9K -346 -2%
CG
1236
Clinton Group
New York
$778K -$956K -22,133 -56%
PWAP
1237
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$774K -$86.5K -2,002 -11%
FAM
1238
Formidable Asset Management
Ohio
$764K +$5.66K +131 +0.8%
CCM
1239
Condor Capital Management
New Jersey
$763K -$727K -16,828 -50%
RP
1240
Riverbridge Partners
Minnesota
$761K – – –
ANTB
1241
AMG National Trust Bank
Colorado
$758K +$25.2K +583 +4%
CBN
1242
Cadence Bank NA
Texas
$757K -$42.6K -987 -6%
FHC
1243
First Heartland Consultants
Missouri
$755K +$20.1K +465 +3%
CFA
1244
Cahill Financial Advisors
Minnesota
$755K +$717K +16,611 New
WIS
1245
Wright Investors Service
Connecticut
$752K +$130 +3 +0%
GC
1246
Gratry & Company
Ohio
$748K -$44.8K -1,037 -6%
BIM
1247
Baldwin Investment Management
Pennsylvania
$748K – – –
HSA
1248
HBK Sorce Advisory
Pennsylvania
$739K -$172K -3,973 -20%
JC
1249
Jacobs & Co
California
$736K -$3.02K -70 -0.4%
WC
1250
Whitnell & Co
Illinois
$729K -$5.31K -123 -0.8%
48 49
50
51 52