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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1326
Mechanics Bank - Trust Department
California
$622K -$26.5K -566 -4%
RWM
1327
Ritholtz Wealth Management
New York
$621K -$41.1K -879 -6%
SFG
1328
SNS Financial Group
Minnesota
$618K +$130K +2,785 +27%
TIA
1329
Traphagen Investment Advisors
New Jersey
$617K +$76.2K +1,630 +14%
IWM
1330
IHT Wealth Management
Illinois
$616K -$7.53K -161 -1%
WPA
1331
West Paces Advisors
Georgia
$613K +$107K +2,287 +21%
CCT
1332
Chemung Canal Trust
New York
$611K -$36.9K -790 -6%
CWM
1333
Calamos Wealth Management
Illinois
$610K -$115K -2,469 -16%
LC
1334
Lindbrook Capital
California
$610K +$402K +8,590 +199%
DBIA
1335
Dumont & Blake Investment Advisors
New Jersey
$603K -$508K -10,867 -46%
SAM
1336
Summit Asset Management
Tennessee
$602K -$2.15K -46 -0.4%
TH
1337
TCTC Holdings
Texas
$601K -$74.8K -1,600 -11%
AF
1338
Arrow Financial
New York
$599K -$9.82K -210 -2%
AP
1339
Atwood & Palmer
Missouri
$595K -$37.4K -800 -6%
LOAMS
1340
Lombard Odier Asset Management (Switzerland)
Switzerland
$595K
SFSG
1341
Stearns Financial Services Group
North Carolina
$590K -$231K -4,943 -28%
LCS
1342
Levin Capital Strategies
New York
$585K +$234K +5,000 +68%
CC
1343
Cognios Capital
Kansas
$584K -$727K -15,545 -56%
BPA
1344
Beacon Pointe Advisors
California
$584K -$160K -3,413 -22%
HCM
1345
Highlander Capital Management
New Jersey
$584K -$7.01K -150 -1%
BAS
1346
Brown Advisory Securities
Maryland
$582K -$359K -7,668 -38%
NERM
1347
New England Research & Management
Illinois
$580K -$25.7K -550 -4%
FMB
1348
Field & Main Bank
Kentucky
$580K -$18.7K -400 -3%
TL
1349
TrueWealth LLC
Georgia
$580K -$10K -214 -2%
PPSG
1350
Princeton Portfolio Strategies Group
New Jersey
$579K -$1.47M -31,490 -72%