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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1401
Bailard
California
$395K – – –
ITIM
1402
Indiana Trust & Investment Management
Indiana
$394K -$80.4K -1,738 -17%
TCM
1403
Tributary Capital Management
Nebraska
$394K -$9.26K -200 -2%
MBTD
1404
Mechanics Bank - Trust Department
California
$391K -$4.63K -100 -1%
BG
1405
Bollard Group
Massachusetts
$391K – – –
WC
1406
Woodstock Corp
Massachusetts
$390K -$50.9K -1,100 -12%
ONST
1407
Old North State Trust
North Carolina
$389K -$14.3K -309 -4%
BTW
1408
Boston Trust Walden
Massachusetts
$389K +$13.5K +291 +4%
EAM
1409
Evanson Asset Management
California
$389K +$23.4K +506 +6%
SAM
1410
Sawgrass Asset Management
Florida
$386K -$242K -5,225 -39%
CCM
1411
Cohen Capital Management
California
$384K -$1.16K -25 -0.3%
MWP
1412
MYCIO Wealth Partners
Pennsylvania
$384K – – –
SP
1413
Successful Portfolios
Florida
$382K +$28.5K +615 +8%
EA
1414
Eclectic Associates
California
$382K +$40.8K +881 +12%
CA
1415
Cornerstone Advisory
Maryland
$381K +$231 +5 +0.1%
HGWM
1416
Horst & Graben Wealth Management
Oregon
$378K +$741 +16 +0.2%
SMA
1417
Sage Mountain Advisors
Georgia
$378K +$45.6K +985 +14%
CAM
1418
Cidel Asset Management
Ontario, Canada
$376K – – –
NL
1419
NWAM LLC
Washington
$376K +$43.1K +932 +13%
MMG
1420
Monetary Management Group
Missouri
$374K – – –
SHGA
1421
Sand Hill Global Advisors
California
$374K +$104K +2,248 +39%
WCM
1422
Washington Capital Management
Washington
$371K – – –
CWP
1423
Capital Wealth Planning
Florida
$371K -$164K -3,539 -31%
CBFP
1424
Cedar Brook Financial Partners
Ohio
$370K -$8.42K -182 -2%
JHP
1425
James Hambro & Partners
United Kingdom
$370K – – –
55 56
57
58 59