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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1526
Willow Creek Wealth Management
California
$566K +$72.7K +1,485 +15%
GHAM
1527
Gilman Hill Asset Management
Connecticut
$565K +$11K +225 +2%
BC
1528
Banced Corp
Illinois
$563K +$9.7K +198 +2%
RBC
1529
Ronald Blue & Co
Georgia
$562K -$121K -2,464 -18%
IH
1530
IFC Holdings
Florida
$557K -$37.8K -771 -6%
SIG
1531
Stanford Investment Group
California
$557K +$29.4K +600 +5%
HHGA
1532
Halbert Hargrove Global Advisors
California
$556K -$100K -2,049 -15%
SAM
1533
Sunnymeath Asset Management
New Jersey
$549K +$555K +11,335 New
LCS
1534
Levin Capital Strategies
New York
$548K -$524K -10,700 -49%
IPC
1535
Independent Portfolio Consultants
Florida
$543K -$12.9K -264 -2%
CP
1536
Camelot Portfolios
Ohio
$543K +$550K +11,231 New
VST
1537
Van Strum & Towne
California
$541K – – –
MCWS
1538
McKinley Carter Wealth Services
West Virginia
$537K +$90.4K +1,847 +20%
RIG
1539
Renaissance Investment Group
Massachusetts
$536K -$2.69K -55 -0.5%
HTHT
1540
Hemenway Trust Hemenway Trust
New Hampshire
$535K +$17.1K +350 +3%
HCM
1541
Hodges Capital Management
Texas
$534K +$19.7K +402 +4%
SRCM
1542
Sterling Ridge Capital Management
New York
$534K +$541K +11,040 New
TFO
1543
Tarbox Family Office
California
$531K +$1.03K +21 +0.2%
OIA
1544
Optimum Investment Advisors
Illinois
$527K -$100K -2,051 -16%
PFBT
1545
Parkside Financial Bank & Trust
Missouri
$526K +$54.3K +1,109 +11%
RIM
1546
Regent Investment Management
Kentucky
$525K +$57.3K +1,170 +12%
IWA
1547
Intercontinental Wealth Advisors
Texas
$524K -$8.71K -178 -2%
AAM
1548
Aureus Asset Management
Massachusetts
$519K +$75K +1,531 +17%
CAW
1549
Cornerstone Advisors (Washington)
Washington
$515K +$37.9K +775 +8%
FIM
1550
Freedom Investment Management
Connecticut
$514K -$441 -9 -0.1%
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