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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GLI
1401
Guardian Life Insurance
New York
$644K +$5.94K +104 +0.9%
AB
1402
Atlas Brown
Kentucky
$643K +$7.94K +139 +1%
PIM
1403
Penobscot Investment Management
Massachusetts
$641K -$20.7K -363 -3%
BC
1404
Blueport Capital
Texas
$640K
JDR
1405
Jay D. Rosenbaum
$638K
FAM
1406
Formidable Asset Management
Ohio
$636K +$28K +490 +4%
CT
1407
Chicago Trust
Illinois
$634K -$222K -3,890 -24%
HHGA
1408
Halbert Hargrove Global Advisors
California
$633K +$214K +3,741 +45%
CFA
1409
Cahill Financial Advisors
Minnesota
$632K +$3.54K +62 +0.5%
IFWM
1410
Institute for Wealth Management
Colorado
$632K +$4.74K +83 +0.7%
WPP
1411
Whalerock Point Partners
Rhode Island
$630K +$28.5K +500 +4%
MSA
1412
Marino Stram & Associates
Massachusetts
$628K -$146K -2,559 -17%
FAT
1413
First American Trust
California
$628K -$62.4K -1,092 -8%
SLF
1414
Sun Life Financial
Ontario, Canada
$628K +$3.25K +57 +0.5%
OCM
1415
One Capital Management
California
$627K -$8.79K -154 -1%
BO
1416
Bank OZK
Arkansas
$626K -$99.7K -1,746 -13%
LKIM
1417
Lawson Kroeker Investment Management
Nebraska
$623K -$68.5K -1,200 -9%
IGGA
1418
Iron Gate Global Advisors
Utah
$621K +$193K +3,388 +40%
AAM
1419
Autus Asset Management
Arizona
$619K -$602K -10,552 -47%
OC
1420
Oarsman Capital
Wisconsin
$618K -$14.1K -247 -2%
FPCP
1421
Fort Point Capital Partners
California
$618K +$205K +3,590 +44%
HIC
1422
Hartline Investment Corp
Illinois
$615K
SAM
1423
Smithbridge Asset Management
Pennsylvania
$614K
WCM
1424
Whitener Capital Management
North Carolina
$614K +$12K +211 +2%
FPCG
1425
Fort Pitt Capital Group
Pennsylvania
$612K