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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
1501
Indiana Trust & Investment Management
Indiana
$399K -$8.62K -175 -2%
CI
1502
CX Institutional
Indiana
$399K +$19.1K +387 +5%
POIA
1503
Pin Oak Investment Advisors
Texas
$398K -$34.4K -698 -8%
CCM
1504
Cohen Capital Management
California
$397K – – –
MWP
1505
MYCIO Wealth Partners
Pennsylvania
$397K – – –
HR
1506
Howe & Rusling
New York
$396K -$94.7K -1,923 -19%
SEA
1507
Stegent Equity Advisors
Texas
$396K +$408K +8,296 New
DS
1508
DRW Securities
Illinois
$395K -$253K -5,142 -38%
SP
1509
Successful Portfolios
Florida
$395K -$345 -7 -0.1%
TCM
1510
Tributary Capital Management
Nebraska
$393K -$14.8K -300 -4%
SHGA
1511
Sand Hill Global Advisors
California
$392K +$5.17K +105 +1%
DSC
1512
Duncker Streett & Co
Missouri
$391K -$595K -12,094 -60%
LK
1513
Lumbard & Kellner
New Hampshire
$391K -$196K -3,987 -33%
CAM
1514
Cidel Asset Management
Ontario, Canada
$389K – – –
BWM
1515
BNC Wealth Management
Oregon
$387K +$90.8K +1,844 +30%
MMG
1516
Monetary Management Group
Missouri
$386K -$886 -18 -0.2%
PL
1517
Plancorp LLC
Missouri
$386K +$15.9K +323 +4%
WCM
1518
Washington Capital Management
Washington
$384K – – –
LC
1519
Lindbrook Capital
California
$383K +$245K +4,984 +166%
MCCP
1520
Mission Creek Capital Partners
California
$382K -$62.5K -1,269 -14%
BWA
1521
Bordeaux Wealth Advisors
California
$382K +$126K +2,568 +48%
FCFC
1522
First Citizens Financial Corp
Iowa
$381K – – –
BW
1523
Bison Wealth
Georgia
$380K -$244K -4,946 -38%
CBFP
1524
Cedar Brook Financial Partners
Ohio
$379K -$3.64K -74 -0.9%
WF
1525
Wayfinding Financial
Washington
$379K +$347K +7,058 New
59 60
61
62 63