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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1526
Evermay Wealth Management
Virginia
$409K +$347K +6,487 +333%
GSEP
1527
Golden State Equity Partners
California
$409K +$451K +8,432 New
ZIC
1528
ZWJ Investment Counsel
Georgia
$408K -$268K -5,000 -37%
SFG
1529
SNS Financial Group
Minnesota
$408K -$46.5K -868 -9%
NPA
1530
Nichols & Pratt Advisers
Massachusetts
$407K
CNB
1531
Camden National Bank
Maine
$406K -$35.5K -664 -7%
MBTD
1532
Mechanics Bank - Trust Department
California
$406K -$2.68K -50 -0.6%
MC
1533
Machina Capital
France
$406K +$165K +3,088 +58%
CA
1534
Cambridge Advisors
Nebraska
$405K -$193K -3,613 -30%
AFP
1535
Ausdal Financial Partners
Iowa
$404K -$86.8K -1,622 -16%
CA
1536
Cornerstone Advisory
Maryland
$404K -$3.8K -71 -0.8%
HIA
1537
Harbor Investment Advisory
Maryland
$403K +$48.8K +911 +12%
GIM
1538
Greylin Investment Management
Virginia
$402K -$20.1K -375 -4%
OL
1539
Optas LLC
Texas
$401K -$18K -336 -4%
CCM
1540
Cohen Capital Management
California
$401K
MWM
1541
Minot Wealth Management
Massachusetts
$400K +$22.4K +418 +5%
CIC
1542
Crawford Investment Counsel
Georgia
$397K -$12.3K -230 -3%
LSPW
1543
Lake Street Private Wealth
Illinois
$397K +$39.6K +739 +10%
SAM
1544
Sawgrass Asset Management
Florida
$395K +$436K +8,150 New
CAM
1545
Cidel Asset Management
Ontario, Canada
$393K
MA
1546
MKT Advisors
California
$392K -$11.2K -210 -2%
CA
1547
Claar Advisors
New York
$391K -$82.4K -1,540 -16%
PL
1548
Plancorp LLC
Missouri
$391K +$2.03K +38 +0.5%
MMG
1549
Monetary Management Group
Missouri
$390K
NL
1550
NWAM LLC
Washington
$390K +$62.3K +1,164 +17%