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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1376
Cobblestone Capital Advisors
New York
$513K +$41.5K +825 +9%
HS
1377
Huntington Steele
Pennsylvania
$509K
WCM Investment Management
1378
WCM Investment Management
California
$509K +$5.03K +100 +1%
BC
1379
Brinker Capital
Pennsylvania
$508K +$804 +16 +0.2%
IC
1380
InterOcean Capital
Illinois
$508K +$17.6K +350 +4%
PIC
1381
Portland Investment Counsel
Ontario, Canada
$505K +$483K +9,600 New
KIA
1382
King Investment Advisors
Texas
$503K +$1.24M +24,625 +159%
WPC
1383
Waters Parkerson & Co
Louisiana
$502K +$21.8K +433 +5%
BIM
1384
Barton Investment Management
Pennsylvania
$498K
GIM
1385
Goelzer Investment Management
Indiana
$495K
TA
1386
TBP Advisors
New York
$495K
CYG
1387
Clean Yield Group
Vermont
$492K +$126K +2,514 +37%
IUAM
1388
Itau USA Asset Management
New York
$491K -$95.5K -1,900 -17%
CCT
1389
Country Club Trust
Missouri
$488K +$25.1K +500 +6%
VNB
1390
Valley National Bancorp
New York
$487K +$104K +2,060 +29%
SFM
1391
Systematic Financial Management
New Jersey
$485K
MVA
1392
Mount Vernon Associates
Maryland
$481K -$2.51K -50 -0.5%
LIC
1393
Lodestar Investment Counsel
Illinois
$481K +$25.1K +500 +6%
OAM
1394
Occidental Asset Management
California
$478K
BOS
1395
Bingham Osborn & Scarborough
California
$476K -$3.07K -61 -0.7%
AIM
1396
Acuity Investment Management
Ontario, Canada
$473K -$106K -2,100 -19%
WHRC
1397
W.H. Reaves & Co
New Jersey
$473K
VNA
1398
VNBTrust National Association
Virginia
$473K +$4.78K +95 +1%
PMFA
1399
Plante Moran Financial Advisors
Michigan
$469K +$121K +2,399 +37%
WA
1400
WBH Advisory
Maryland
$468K +$201 +4 +0%