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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VC
1476
Vicus Capital
Pennsylvania
$346K +$60.1K +1,195 +22%
DAS
1477
Dynamic Advisor Solutions
Arizona
$345K -$48.9K -972 -13%
STMM
1478
South Texas Money Management
Texas
$344K -$189K -3,750 -36%
AGA
1479
Accuvest Global Advisors
Utah
$340K +$325K +6,463 New
DMC
1480
Drexel Morgan & Co
Pennsylvania
$338K +$21.9K +435 +7%
HF
1481
Hoxton Financial
West Virginia
$334K -$97.9K -1,947 -23%
CPA
1482
Court Place Advisors
Maryland
$331K
AIM
1483
Arcadia Investment Management
Michigan
$331K +$15.4K +307 +5%
BBPWM
1484
Blue Bell Private Wealth Management
Pennsylvania
$330K
Kayne Anderson Rudnick Investment Management
1485
Kayne Anderson Rudnick Investment Management
California
$330K
AAM
1486
Aureus Asset Management
Massachusetts
$328K +$42K +835 +15%
MSTVIM
1487
Messner & Smith Theme Value Investment Management
California
$326K +$312K +6,200 New
CM
1488
Capital Management
Virginia
$324K -$13.8K -275 -4%
CFG
1489
CKW Financial Group
Hawaii
$322K +$3.22K +64 +1%
PGA
1490
Portland Global Advisors
Maine
$320K
SFT
1491
Simmons First Trust
Arkansas
$319K +$305K +6,070 New
CAM
1492
ClariVest Asset Management
California
$317K
RMCM
1493
Reynders McVeigh Capital Management
Massachusetts
$317K +$68.3K +1,359 +29%
AWA
1494
AmeriServ Wealth Advisors
Pennsylvania
$315K -$25.1K -500 -8%
MPMG
1495
Minneapolis Portfolio Management Group
Minnesota
$314K -$101K -2,000 -25%
PCM
1496
Palisade Capital Management
New Jersey
$313K -$13.7K -273 -4%
DT
1497
Diversified Trust
Tennessee
$313K +$300K +5,959 New
SAMT
1498
Select Asset Management & Trust
Pennsylvania
$313K +$300K +5,966 New
CAW
1499
Cornerstone Advisors (Washington)
Washington
$310K +$1.91K +38 +0.6%
BFA
1500
Beaumont Financial Advisors
Massachusetts
$308K