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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1426
JNBA Financial Advisors
Minnesota
$900K
CT
1427
CPF Texas
Texas
$900K +$831K +14,720 New
BFO
1428
Biltmore Family Office
North Carolina
$900K +$838K +14,835 New
SBA
1429
Seven Bridges Advisors
New York
$891K
CA
1430
Cornerstone Advisory
Maryland
$891K +$4.69K +83 +0.6%
WWM
1431
Windsor Wealth Management
Indiana
$884K +$823K +14,564 New
LJHT
1432
Laurie J. Hall Trustee
$881K +$36.8K +652 +5%
GLI
1433
Guardian Life Insurance
New York
$878K +$243K +4,304 +42%
DT
1434
Diversified Trust
Tennessee
$877K -$5.25K -93 -0.6%
AWM
1435
Aries Wealth Management
Maine
$877K +$771K +13,660 New
Verition Fund Management
1436
Verition Fund Management
Connecticut
$877K +$817K +14,459 New
TH
1437
TCTC Holdings
Texas
$868K -$67.8K -1,200 -8%
FCIM
1438
Fairview Capital Investment Management
California
$866K -$15.1K -268 -2%
PT
1439
Plimoth Trust
Massachusetts
$863K +$804K +14,228 New
WCM
1440
Washington Capital Management
Washington
$855K -$90.4K -1,600 -10%
LCM
1441
Liberty Capital Management
Michigan
$852K -$96K -1,700 -11%
IC
1442
InterOcean Capital
Illinois
$849K +$39K +690 +5%
SFA
1443
Sequoia Financial Advisors
Ohio
$848K -$25.2K -446 -3%
WCWM
1444
Willow Creek Wealth Management
California
$842K -$16K -284 -2%
SMFS
1445
Squar Milner Financial Services
California
$841K +$721K +12,771 New
RIM
1446
Regent Investment Management
Kentucky
$840K -$46.6K -825 -6%
LCM
1447
Leisure Capital Management
California
$838K -$55.9K -990 -7%
DBRC
1448
D.B. Root & Company
Pennsylvania
$838K +$780K +13,808 New
PA
1449
Parallel Advisors
California
$835K +$45.5K +806 +6%
NAM
1450
Needelman Asset Management
California
$833K -$5.65K -100 -0.7%