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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1326
Abacus Planning Group
South Carolina
$413K +$374K +10,565 New
MBTD
1327
Mechanics Bank - Trust Department
California
$412K -$7.08K -200 -2%
DCM
1328
Donaldson Capital Management
Indiana
$411K -$33.4K -943 -8%
SIM
1329
SSI Investment Management
California
$411K -$177 -5 -0%
CAM
1330
Columbia Asset Management
Michigan
$410K – – –
GTAM
1331
Global Trust Asset Management
Florida
$408K -$37.3K -1,053 -9%
MCCP
1332
Mission Creek Capital Partners
California
$407K -$30.9K -874 -8%
GT
1333
Glenview Trust
Kentucky
$406K -$90.9K -2,569 -20%
CBA
1334
Coastal Bridge Advisors
Connecticut
$406K – – –
HF
1335
HRT Financial
New York
$405K +$367K +10,375 New
SMC
1336
Smith, Moore & Co
Missouri
$404K -$35.4K -1,001 -9%
SC
1337
Steph & Co
Wisconsin
$400K – – –
BCM
1338
Becker Capital Management
Oregon
$398K -$22.6K -637 -6%
CFO
1339
Colony Family Offices
North Carolina
$397K – – –
PAIM
1340
Punch & Associates Investment Management
Minnesota
$397K – – –
BM
1341
Brandywine Managers
Delaware
$397K +$360K +10,160 New
CT
1342
Caldwell Trust
Florida
$397K +$180K +5,075 +100%
CI
1343
CX Institutional
Indiana
$396K -$2.96M -83,474 -89%
1WM
1344
1900 Wealth Management
Texas
$395K +$359K +10,128 New
ECM
1345
Evergreen Capital Management
Washington
$393K -$23.9K -676 -6%
FPF
1346
First Pacific Financial
Washington
$392K +$83.9K +2,370 +31%
HH
1347
Hilltop Holdings
Texas
$391K -$121K -3,423 -25%
JI
1348
Jeereddi Investments
California
$391K – – –
IA
1349
IFG Advisory
Georgia
$389K -$12.5K -354 -3%
ZIG
1350
Zuckerman Investment Group
Illinois
$389K – – –
52 53
54
55 56