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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1476
Kurt F. Somerville
$358K
SNBOSD
1477
Security National Bank of So Dak
Iowa
$356K -$1.18K -23 -0.3%
FPCG
1478
Fort Pitt Capital Group
Pennsylvania
$355K +$352K +6,840 +97,714%
PIC
1479
Portland Investment Counsel
Ontario, Canada
$353K -$144K -2,800 -29%
FMWA
1480
Forvis Mazars Wealth Advisors
Missouri
$353K -$28K -545 -7%
PFA
1481
Pure Financial Advisors
California
$351K -$13.8K -268 -4%
STMM
1482
South Texas Money Management
Texas
$348K +$8.44K +164 +3%
KJHP
1483
K.J. Harrison & Partners
Ontario, Canada
$345K -$2.31M -45,000 -87%
KFA
1484
Kelleher Financial Advisors
New York
$342K -$15.4K -300 -4%
BCM
1485
Blume Capital Management
California
$342K
Aristotle Capital Management
1486
Aristotle Capital Management
California
$342K +$339K +6,600 New
SFT
1487
Simmons First Trust
Arkansas
$341K +$26K +506 +8%
LWM
1488
Lenox Wealth Management
Ohio
$338K -$6.84K -133 -2%
KL
1489
Kinsight LLC
Alabama
$337K -$6.38K -124 -2%
PCM
1490
Palisade Capital Management
New Jersey
$334K +$24.7K +481 +8%
CCM
1491
Carderock Capital Management
Maryland
$332K +$329K +6,401 New
BGDI
1492
BW Gestao de Investimentos
Brazil
$331K -$23.7K -460 -7%
BFS
1493
Baskin Financial Services
Ontario, Canada
$328K +$326K +6,329 New
AIM
1494
Arcadia Investment Management
Michigan
$327K
CPA
1495
Court Place Advisors
Maryland
$327K
BBPWM
1496
Blue Bell Private Wealth Management
Pennsylvania
$326K
HF
1497
Hoxton Financial
West Virginia
$325K -$5.2K -101 -2%
Kayne Anderson Rudnick Investment Management
1498
Kayne Anderson Rudnick Investment Management
California
$325K
TCM
1499
Texan Capital Management
Texas
$322K -$1.42M -27,680 -82%
MSTVIM
1500
Messner & Smith Theme Value Investment Management
California
$321K -$772 -15 -0.2%