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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1226
Birinyi Associates
Connecticut
$972K -$12.6K -250 -1%
MMG
1227
Monetary Management Group
Missouri
$968K +$137K +2,720 +17%
ANBTV
1228
American National Bank & Trust (Virginia)
Virginia
$967K +$248K +4,940 +37%
EWM
1229
Edge Wealth Management
New York
$958K
ROTUOC
1230
Regents of the University of California
California
$952K +$910K +18,106 New
JWM
1231
Jacobus Wealth Management
Wisconsin
$945K
PVWM
1232
Point View Wealth Management
New Jersey
$939K -$15K -299 -2%
BP
1233
Ballentine Partners
Massachusetts
$937K -$18.8K -374 -2%
CL
1234
Choreo LLC
Illinois
$930K -$128K -2,551 -13%
VWM
1235
Vector Wealth Management
Minnesota
$930K -$48.4K -963 -5%
LJAC
1236
L.J. Altfest & Co
New York
$927K -$1.91K -38 -0.2%
HH
1237
Hilltop Holdings
Texas
$926K -$101K -2,015 -10%
MGIA
1238
Moneta Group Investment Advisors
Missouri
$921K +$19.3K +384 +2%
CAS
1239
CTC Alternative Strategies
Illinois
$904K +$452K +9,000 +110%
IAS
1240
IMA Advisory Services
Colorado
$901K -$7.04K -140 -0.8%
MHS
1241
M Holdings Securities
Oregon
$898K +$859K +17,084 New
BIM
1242
Baldwin Investment Management
Pennsylvania
$895K +$28.1K +560 +3%
WIS
1243
Wright Investors Service
Connecticut
$887K -$26.7K -532 -3%
FAM
1244
Formidable Asset Management
Ohio
$885K
PPSG
1245
Princeton Portfolio Strategies Group
New Jersey
$884K -$15.1K -300 -2%
FHC
1246
First Heartland Consultants
Missouri
$884K -$9.2K -183 -1%
HSA
1247
HBK Sorce Advisory
Pennsylvania
$875K +$9.6K +191 +1%
CFMC
1248
Curbstone Financial Management Corp
New Hampshire
$874K +$18.9K +375 +2%
CCM
1249
Condor Capital Management
New Jersey
$869K -$5.83K -116 -0.7%
MCM
1250
Manchester Capital Management
Vermont
$860K +$63.5K +1,264 +8%