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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
1401
Sand Hill Global Advisors
California
$524K -$2.57K -55 -0.5%
CA
1402
Claro Advisors
Massachusetts
$523K -$3.51K -75 -0.7%
WPW
1403
Waldron Private Wealth
Pennsylvania
$522K -$52.9K -1,132 -9%
CAM
1404
Cidel Asset Management
Ontario, Canada
$521K -$55.9K -1,196 -10%
PCMC
1405
Private Capital Management (Colorado)
Colorado
$521K -$18.2K -390 -3%
FA
1406
FCG Advisors
New Jersey
$520K +$10.6K +227 +2%
WCM
1407
Windsor Capital Management
Arizona
$516K -$29.2K -625 -5%
OCM
1408
Osterweis Capital Management
California
$515K +$2.76K +59 +0.5%
BO
1409
Bank OZK
Arkansas
$513K -$44.8K -958 -8%
ACA
1410
Aptus Capital Advisors
Alabama
$512K -$30.5K -653 -6%
VCM
1411
Vision Capital Management
Oregon
$511K -$8.88K -190 -2%
CPC
1412
Congress Park Capital
New York
$510K -$79.3K -1,696 -14%
JC
1413
Jacobs & Co
California
$510K – – –
CA
1414
Calton & Associates
Florida
$510K +$204K +4,354 +68%
FFS
1415
Founders Financial Securities
Maryland
$509K -$71.1K -1,521 -12%
OIA
1416
Optimum Investment Advisors
Illinois
$507K -$2.06K -44 -0.4%
IWA
1417
Intercontinental Wealth Advisors
Texas
$506K -$61.8K -1,322 -11%
BCA
1418
Bray Capital Advisors
Florida
$506K +$35.4K +758 +8%
WC
1419
Woodstock Corp
Massachusetts
$505K – – –
HHGA
1420
Halbert Hargrove Global Advisors
California
$505K +$499K +10,681 New
FCA
1421
FLC Capital Advisors
California
$500K +$128K +2,727 +35%
PWPS
1422
Pinnacle Wealth Planning Services
Ohio
$498K -$128K -2,736 -21%
GAM
1423
Gould Asset Management
California
$498K +$44.4K +950 +10%
NG
1424
Northstar Group
New York
$497K -$58.1K -1,243 -11%
FPCG
1425
Fort Pitt Capital Group
Pennsylvania
$496K -$49.1K -1,050 -9%
55 56
57
58 59