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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1226
Spot Trading
Illinois
$1.44M +$1.56M +32,600 New
VSWA
1227
Vontobel Swiss Wealth Advisors
Switzerland
$1.44M -$198K -4,137 -11%
PAM
1228
Premier Asset Management
Illinois
$1.43M +$1.22M +25,550 +379%
BG
1229
Bollard Group
Massachusetts
$1.43M +$1.33M +27,832 +631%
MBT
1230
Montecito Bank & Trust
California
$1.42M -$40.1K -839 -3%
TSW
1231
Thompson Siegel & Walmsley
Virginia
$1.42M +$33.9K +709 +2%
DPIM
1232
Duff & Phelps Investment Management
Illinois
$1.42M +$26.3K +550 +2%
FPFS
1233
First Personal Financial Services
North Carolina
$1.41M +$51.3K +1,073 +4%
PPSG
1234
Princeton Portfolio Strategies Group
New Jersey
$1.39M +$24K +501 +2%
PWMAG
1235
Pinnacle Wealth Management Advisory Group
New Jersey
$1.39M +$40.7K +850 +3%
RCAG
1236
Rehmann Capital Advisory Group
Michigan
$1.38M -$131K -2,736 -8%
SSWM
1237
Sheets Smith Wealth Management
North Carolina
$1.38M +$37.3K +779 +3%
MCP
1238
Mirador Capital Partners
California
$1.38M +$154K +3,226 +12%
RG
1239
Rikoon Group
New Mexico
$1.37M +$1.48M +30,967 New
CCM
1240
Canal Capital Management
Virginia
$1.36M +$1.05M +21,961 +252%
ZIC
1241
ZWJ Investment Counsel
Georgia
$1.36M -$19.7K -411 -1%
NCM
1242
Neumann Capital Management
California
$1.35M -$100K -2,100 -6%
CAM
1243
Concorde Asset Management
Michigan
$1.35M +$1.46M +30,506 New
FNB
1244
Farmers National Bank
Kentucky
$1.35M +$294K +6,148 +25%
SFM
1245
Signature Financial Management
Virginia
$1.34M +$17.3K +361 +1%
GAM
1246
Gotham Asset Management
New York
$1.34M -$5.03M -105,031 -78%
NPC
1247
National Planning Corporation
California
$1.34M -$811K -16,952 -37%
FC
1248
FIC Capital
New York
$1.33M +$1.44M +30,098 New
BOC
1249
Barbara Oil Co
Illinois
$1.33M – – –
DLG
1250
Daniel L. Goodwin
$1.33M – – –
48 49
50
51 52