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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1301
Welch Group
Alabama
$1M -$4.89K -92 -0.5%
FHC
1302
First Heartland Consultants
Missouri
$1M +$26.6K +501 +3%
GD
1303
Grandfield & Dodd
New York
$1M +$18.1K +340 +2%
ROTUOC
1304
Regents of the University of California
California
$999K – – –
YP
1305
Yellowstone Partners
Idaho
$994K +$958K +18,017 New
CAM
1306
Columbia Asset Management
Michigan
$993K -$112K -2,108 -10%
ACM
1307
Adalta Capital Management
New York
$993K -$6.22K -117 -0.6%
HSA
1308
HBK Sorce Advisory
Pennsylvania
$989K +$19.1K +360 +2%
PCM
1309
Pointe Capital Management
Michigan
$988K +$5.95K +112 +0.6%
MIC
1310
Meridian Investment Counsel
California
$987K – – –
WPC
1311
White Pine Capital
Minnesota
$983K -$13.3K -250 -1%
MIAN
1312
Mariner Independent Advisor Network
Kansas
$983K +$223K +4,192 +31%
WPP
1313
Whalerock Point Partners
Rhode Island
$982K -$361K -6,800 -28%
RMAM
1314
Raab & Moskowitz Asset Management
New Jersey
$980K -$494K -9,290 -35%
BIM
1315
Baldwin Investment Management
Pennsylvania
$972K -$49.2K -925 -5%
WA
1316
WealthTrust Axiom
Pennsylvania
$972K -$15.9K -299 -2%
IIM
1317
Intact Investment Management
Quebec, Canada
$965K – – –
VNIM
1318
Vaughan Nelson Investment Management
Texas
$964K -$39.3M -739,638 -98%
AIM
1319
Aspen Investment Management
Michigan
$964K -$10.6K -200 -1%
LCM
1320
Logan Capital Management
Pennsylvania
$964K +$133K +2,500 +17%
PAS
1321
Partnervest Advisory Services
California
$958K -$48.7K -917 -5%
AF
1322
Arrow Financial
New York
$957K -$2.56M -48,168 -74%
PVWM
1323
Point View Wealth Management
New Jersey
$951K -$43.9K -825 -5%
MAA
1324
Mraz Amerine & Associates
California
$946K -$394K -7,410 -30%
GBT
1325
Grove Bank & Trust
Florida
$945K +$93.3K +1,755 +11%
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