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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1451
West Paces Advisors
Georgia
$832K -$32.8K -581 -4%
EIA
1452
Edgemoor Investment Advisors
Maryland
$830K -$59.7K -1,057 -7%
TL
1453
TrueWealth LLC
Georgia
$827K +$770K +13,630 New
SMG
1454
Spectrum Management Group
Indiana
$823K -$2.1M -37,209 -73%
AI
1455
Accredited Investors
Minnesota
$822K -$140K -2,474 -15%
SC
1456
Slow Capital
California
$822K +$766K +13,557 New
CC
1457
Claybrook Capital
Massachusetts
$819K +$762K +13,500 New
MCM
1458
Mainstay Capital Management
Michigan
$817K +$761K +13,467 New
TFO
1459
Tarbox Family Office
California
$815K +$141K +2,503 +23%
CA
1460
CapWealth Advisors
Tennessee
$813K
FNB
1461
Farmers National Bank
Kentucky
$811K +$10.2K +180 +1%
FMT
1462
First Mercantile Trust
Tennessee
$807K -$22.6K -400 -3%
IWA
1463
Intercontinental Wealth Advisors
Texas
$805K +$4.86K +86 +0.7%
PFS
1464
Physicians Financial Services
North Carolina
$801K -$11.3K -200 -1%
CA
1465
Cullinan Associates
Kentucky
$799K -$3.46M -61,201 -82%
WCM
1466
Windsor Capital Management
Arizona
$797K -$88.3K -1,564 -11%
LC
1467
LCNB Corp
Ohio
$794K -$45.4K -804 -6%
MJRIC
1468
Mogy Joel R Investment Counsel
California
$794K +$9.88K +175 +1%
JDR
1469
Jay D. Rosenbaum
$793K
GEA
1470
Glen Eagle Advisors
New Jersey
$791K -$50.6K -896 -6%
BIAS
1471
Beacon Investment Advisory Services
New Jersey
$782K -$385K -6,813 -35%
PP
1472
PagnatoKarp Partners
Virginia
$779K -$38.2K -677 -5%
VCM
1473
Vision Capital Management
Oregon
$778K +$847 +15 +0.1%
BCP
1474
Blackhawk Capital Partners
Wisconsin
$778K +$724K +12,820 New
FPCG
1475
Fort Pitt Capital Group
Pennsylvania
$776K -$53.1K -940 -7%