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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1251
Montecito Bank & Trust
California
$553K -$5.79K -125 -1%
PCM
1252
Prelude Capital Management
New York
$552K +$550K +11,885 New
Kovitz Investment Group Partners
1253
Kovitz Investment Group Partners
Illinois
$551K -$297K -6,411 -35%
SS
1254
Simplicity Solutions
Minnesota
$551K +$223K +4,828 +69%
SIP
1255
Stoneridge Investment Partners
Pennsylvania
$550K -$124K -2,680 -18%
PCI
1256
Pacifica Capital Investments
Texas
$549K
FFA
1257
First Foundation Advisors
California
$547K -$156K -3,361 -22%
SG
1258
StoneX Group
New York
$547K -$23.2K -502 -4%
FPCP
1259
Fort Point Capital Partners
California
$547K +$185K +4,002 +51%
ECG
1260
Edge Capital Group
Georgia
$544K -$146K -3,151 -21%
SOW
1261
State of Wyoming
Wyoming
$544K +$6.06K +131 +1%
OWP
1262
Obermeyer Wealth Partners
Colorado
$543K -$148K -3,196 -21%
MIP
1263
Marietta Investment Partners
Wisconsin
$543K -$370 -8 -0.1%
YWP
1264
YorkBridge Wealth Partners
New York
$541K -$185 -4 -0%
AMIM
1265
Aull & Monroe Investment Management
Alabama
$540K -$9.26K -200 -2%
IIM
1266
Ipswich Investment Management
Massachusetts
$537K -$8.1K -175 -1%
HMS
1267
Hanseatic Management Services
New Mexico
$537K +$46.3K +1,001 +9%
WBC
1268
West Branch Capital
Massachusetts
$536K -$4.12K -89 -0.8%
S
1269
Surevest
California
$536K +$4.67K +101 +0.9%
CA
1270
Claro Advisors
Massachusetts
$534K -$77.2K -1,669 -13%
CIC
1271
Crawford Investment Counsel
Georgia
$532K +$156K +3,366 +42%
VAM
1272
Vontobel Asset Management
New York
$530K
BMC
1273
Beaton Management Company
Massachusetts
$528K
KFC
1274
Klingenstein Fields & Co
New York
$527K -$56.9K -1,230 -10%
MWM
1275
MorganRosel Wealth Management
Colorado
$527K -$46.3K -1,000 -8%