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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PPSG
1451
Princeton Portfolio Strategies Group
New Jersey
$276K -$23.8K -561 -6%
AII
1452
AGF Investments Inc
Ontario, Canada
$275K -$15.7M -369,751 -97%
HHGA
1453
Halbert Hargrove Global Advisors
California
$274K -$34.6K -813 -8%
SIC
1454
Samalin Investment Counsel
New York
$274K +$40.3K +947 +11%
SSWM
1455
Sheets Smith Wealth Management
North Carolina
$273K -$64.2K -1,511 -14%
LPIC
1456
LeJeune Puetz Investment Counsel
Michigan
$272K +$265K +6,225 +192%
WI
1457
WrapManager Inc
California
$271K +$60.7K +1,427 +18%
CPO
1458
Cerity Partners OCIO
New York
$270K +$125K +2,930 +45%
ZB
1459
Zions Bancorporation
Utah
$268K -$165K -3,880 -29%
XM
1460
XTX Markets
New York
$268K +$396K +9,327 New
FBC
1461
Fairfield, Bush & Co
Connecticut
$267K -$1.32K -31 -0.3%
CFG
1462
Cooper Financial Group
California
$264K -$151K -3,553 -28%
NIM
1463
Northeast Investment Management
Massachusetts
$264K -$68.3K -1,607 -15%
CAM
1464
Claret Asset Management
Quebec, Canada
$264K -$23.2K -545 -6%
PCA
1465
Personal Capital Advisors
California
$263K -$115K -2,705 -23%
CCT
1466
Chemung Canal Trust
New York
$263K -$84K -1,975 -18%
WA
1467
Wambolt & Associates
Colorado
$263K -$27.3K -642 -7%
AAP
1468
Arax Advisory Partners
Colorado
$261K -$216K -5,072 -36%
PB
1469
Pinnacle Bancorp
Nebraska
$261K -$51.9K -1,222 -12%
CT
1470
Chicago Trust
Illinois
$261K -$10.6K -250 -3%
EW
1471
Element Wealth
Mississippi
$261K +$386K +9,078 New
ACM
1472
Alpha Capital Management
Texas
$260K
CWM
1473
Chesapeake Wealth Management
Virginia
$260K
WDL
1474
Well Done LLC
Michigan
$260K +$595 +14 +0.2%
DAC
1475
Dividend Assets Capital
South Carolina
$259K