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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BEC
1276
Blue Edge Capital
Virginia
$1.41M – – –
MC
1277
Miles Capital
Iowa
$1.41M -$73K -1,451 -5%
TW
1278
Transform Wealth
Colorado
$1.4M +$30.9K +614 +2%
III
1279
Independent Investors Inc
New York
$1.4M -$95.5K -1,900 -7%
CPIM
1280
Columbia Partners Investment Management
Virginia
$1.39M -$302 -6 -0%
BHBT
1281
Burke & Herbert Bank & Trust
Virginia
$1.38M -$27.2K -540 -2%
WIS
1282
Wright Investors Service
Connecticut
$1.38M -$203K -4,040 -14%
BWAM
1283
Boyd Watterson Asset Management
Ohio
$1.38M -$806K -16,038 -39%
PA
1284
Perennial Advisors
New York
$1.37M +$1.25M +24,927 New
RWA
1285
River Wealth Advisors
Pennsylvania
$1.37M -$36.7K -729 -3%
CK
1286
Cohen Klingenstein
New York
$1.37M +$488K +9,700 +64%
DBIA
1287
Dumont & Blake Investment Advisors
New Jersey
$1.37M -$19.2K -381 -2%
ICM
1288
IMS Capital Management
Oregon
$1.36M +$1M +19,918 +415%
TAM
1289
Trillium Asset Management
Massachusetts
$1.36M -$635K -12,634 -34%
BEAM
1290
Baker Ellis Asset Management
Washington
$1.33M +$43.6K +868 +4%
B
1291
Bellecapital
Switzerland
$1.33M +$641K +12,750 +112%
SFSIG
1292
San Francisco Sentry Investment Group
California
$1.33M -$628K -12,489 -34%
CSM
1293
CAMG Solamere Management
North Carolina
$1.32M +$1.2M +23,919 New
MMG
1294
Monetary Management Group
Missouri
$1.32M -$15.1K -300 -1%
1IA
1295
1834 Investment Advisors
Wisconsin
$1.31M -$35K -696 -3%
AFG
1296
Albion Financial Group
Utah
$1.3M +$1.91K +38 +0.2%
EWA
1297
EP Wealth Advisors
California
$1.29M -$597K -11,864 -33%
DIS
1298
Diversified Investment Strategies
Louisiana
$1.28M -$49.8K -991 -4%
NHC
1299
Nicholas Hoffman & Company
Georgia
$1.28M -$89.2K -1,774 -7%
AGI
1300
Athena Global Investors
Virginia
$1.27M – – –
50 51
52
53 54