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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1351
Wealthspire Advisors (Maryland)
Maryland
$1.06M +$1.06M +19,551 New
BP
1352
Ballentine Partners
Massachusetts
$1.06M +$65.2K +1,201 +7%
IWMPD
1353
Integrated Wealth Management (Palm Desert)
California
$1.06M +$82.4K +1,517 +8%
LA
1354
LVW Advisors
New York
$1.05M -$117K -2,163 -10%
BAM
1355
Barrett Asset Management
New York
$1.05M -$62.4K -1,150 -6%
BA
1356
Birinyi Associates
Connecticut
$1.05M -$980K -18,050 -48%
VWM
1357
Vector Wealth Management
Minnesota
$1.04M +$10.3K +190 +1%
PL
1358
Plancorp LLC
Missouri
$1.04M -$165K -3,030 -14%
DBT
1359
Dubuque Bank & Trust
Iowa
$1.03M +$37.3K +687 +4%
FCCM
1360
First City Capital Management
Georgia
$1.03M -$4.24K -78 -0.4%
ECM
1361
Ensemble Capital Management
California
$1.03M – – –
SAM
1362
Shikiar Asset Management
New York
$1.03M +$174K +3,200 +20%
MPAM
1363
Murphy Pohlad Asset Management
Minnesota
$1.03M – – –
WA
1364
WealthTrust Axiom
Pennsylvania
$1.03M -$81.2K -1,496 -7%
AIM
1365
Assured Investment Management
New York
$1.03M +$405K +7,450 +65%
PWM
1366
Perigon Wealth Management
California
$1.02M -$7.87K -145 -0.8%
FP
1367
FDO Partners
Massachusetts
$1.02M +$1.02M +18,814 New
DAM
1368
Doheny Asset Management
California
$1.02M -$54.3K -1,000 -5%
PWAP
1369
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M -$66.9K -1,233 -6%
BCMO
1370
Buckingham Capital Management (Ohio)
Ohio
$1.01M -$8.14K -150 -0.8%
CS
1371
Comerica Securities
Michigan
$1M +$524K +9,655 +109%
NSAM
1372
North Star Asset Management
Wisconsin
$1M – – –
EWM
1373
Edge Wealth Management
New York
$1M – – –
MIC
1374
Meridian Investment Counsel
California
$1M +$157K +2,900 +19%
NG
1375
Northstar Group
New York
$997K -$82.3K -1,516 -8%
53 54
55
56 57