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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ROTUOC
1301
Regents of the University of California
California
$994K +$1.01K +19 +0.1%
CA
1302
Cetera Advisors
Colorado
$991K +$190K +3,583 +25%
JWM
1303
Jacobus Wealth Management
Wisconsin
$986K
CFMC
1304
Curbstone Financial Management Corp
New Hampshire
$985K +$60.9K +1,150 +7%
BIC
1305
Beach Investment Counsel
Pennsylvania
$984K -$5.29M -99,990 -85%
IPC
1306
Independent Portfolio Consultants
Florida
$979K +$499K +9,428 +112%
BP
1307
Ballentine Partners
Massachusetts
$975K -$794 -15 -0.1%
IAS
1308
IMA Advisory Services
Colorado
$969K -$16.9K -320 -2%
SFM
1309
Signet Financial Management
New Jersey
$965K +$932K +17,606 New
LJAC
1310
L.J. Altfest & Co
New York
$957K -$29.1K -549 -3%
YIA
1311
YHB Investment Advisors
Connecticut
$955K +$58.2K +1,099 +7%
MJP
1312
Michael J. Puzo
$949K +$27K +510 +3%
DAM
1313
Doheny Asset Management
California
$949K +$635K +12,000 +226%
KFS
1314
Kurt F. Somerville
$942K +$545K +10,300 +149%
JC
1315
Jacobs & Co
California
$941K +$109K +2,050 +14%
WCM
1316
Windsor Capital Management
Arizona
$939K +$251K +4,747 +38%
Twin Tree Management
1317
Twin Tree Management
Texas
$936K +$904K +17,067 New
BIM
1318
Baldwin Investment Management
Pennsylvania
$934K
PVWM
1319
Point View Wealth Management
New Jersey
$932K -$37.8K -714 -4%
TAM
1320
Third Avenue Management
New York
$916K +$635K +12,002 +255%
MGIA
1321
Moneta Group Investment Advisors
Missouri
$914K -$65.2K -1,231 -7%
NAM
1322
NTV Asset Management
West Virginia
$912K +$7.2K +136 +0.8%
FBT
1323
Founders Bank & Trust
Michigan
$908K +$4.87K +92 +0.6%
HHGA
1324
Halbert Hargrove Global Advisors
California
$905K -$210K -3,970 -19%
TFA
1325
Transamerica Financial Advisors
Florida
$904K -$101K -1,900 -10%