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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
WealthTrust Axiom
Pennsylvania
$1.05M -$13.5K -245 -1%
KIA
1302
Kopp Investment Advisors
Minnesota
$1.04M -$5.94K -108 -0.5%
TAM
1303
Timucuan Asset Management
Florida
$1.04M – – –
NFG
1304
Next Financial Group
Texas
$1.04M +$147K +2,671 +15%
JWM
1305
Jacobus Wealth Management
Wisconsin
$1.03M +$42.8K +779 +4%
GP
1306
Girard Partners
Pennsylvania
$1.03M +$335K +6,083 +43%
BHBT
1307
Burke & Herbert Bank & Trust
Virginia
$1.03M +$46.6K +847 +4%
LCS
1308
Levin Capital Strategies
New York
$1.03M – – –
DLG
1309
Daniel L. Goodwin
$1.03M – – –
LKIM
1310
Lawson Kroeker Investment Management
Nebraska
$1.03M +$19.2K +350 +2%
CC
1311
Capital Counsel
New York
$1.02M -$98.9K -1,799 -8%
PPSG
1312
Princeton Portfolio Strategies Group
New Jersey
$1.02M -$2.31K -42 -0.2%
PWAP
1313
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$124K +2,258 +13%
BFC
1314
Blue Fin Capital
Rhode Island
$1.02M – – –
NG
1315
Northstar Group
New York
$1.02M -$35.5K -645 -3%
TFA
1316
Transamerica Financial Advisors
Florida
$1.01M +$40.1K +730 +4%
DAM
1317
Doheny Asset Management
California
$1.01M – – –
QCG
1318
Quadrant Capital Group
Ohio
$1.01M -$935 -17 -0.1%
SRCM
1319
Sterling Ridge Capital Management
New York
$1M -$4.38M -79,657 -80%
IAMOG
1320
Investors Asset Management of Georgia
Georgia
$1M +$6.87K +125 +0.6%
CSMF
1321
Charles Stewart Mott Foundation
Michigan
$1M +$1.07M +19,471 New
BIM
1322
Baldwin Investment Management
Pennsylvania
$994K +$27.5K +500 +3%
PCM
1323
Palisade Capital Management
New Jersey
$982K +$86.6K +1,575 +9%
MGAM
1324
McGowan Group Asset Management
Texas
$979K +$1.05M +19,070 New
HCM
1325
Hollencrest Capital Management
California
$978K -$231K -4,199 -18%
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