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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1551
SNS Financial Group
Minnesota
$601K -$56K -991 -9%
FIM
1552
Freedom Investment Management
Connecticut
$600K -$14K -248 -2%
FAT
1553
First American Trust
California
$599K -$496K -8,779 -47%
AWA
1554
Arete Wealth Advisors
Illinois
$599K -$34.8K -617 -6%
SWK
1555
Stephen W. Kidder
$598K
CAW
1556
Cornerstone Advisors (Washington)
Washington
$592K
OCM
1557
Osterweis Capital Management
California
$592K
SLF
1558
Sun Life Financial
Ontario, Canada
$590K -$1.31M -23,127 -70%
SWA
1559
Sutton Wealth Advisors
Florida
$590K -$74.9K -1,327 -12%
AssetMark Inc
1560
AssetMark Inc
California
$589K +$191K +3,385 +53%
MSAM
1561
Moloney Securities Asset Management
Missouri
$587K -$73.4K -1,300 -12%
DP
1562
Dearborn Partners
Illinois
$584K -$120K -2,116 -18%
PHK
1563
Point72 Hong Kong
Hong Kong
$584K +$107K +1,892 +24%
BAAM
1564
Baker Avenue Asset Management
California
$582K -$76K -1,345 -12%
SIM
1565
SSI Investment Management
California
$582K -$57.6K -1,019 -10%
NL
1566
NWAM LLC
Washington
$581K +$17.9K +317 +3%
VST
1567
Van Strum & Towne
California
$580K
WA
1568
Wealth Architects
California
$578K -$73.1K -1,294 -12%
RP
1569
Reinhart Partners
Wisconsin
$578K -$7.91K -140 -1%
GSBTD
1570
Glenview State Bank Trust Department
Illinois
$578K +$22.6K +400 +4%
CTA
1571
Colonial Trust Advisors
South Carolina
$578K +$538K +9,518 New
BWM
1572
BigSur Wealth Management
Florida
$576K
HA
1573
Halsey Associates
Connecticut
$576K +$537K +9,501 New
IC
1574
Inverness Counsel
New York
$574K -$1.88M -33,355 -78%
MFW
1575
Mosaic Family Wealth
Missouri
$572K -$46.1K -816 -8%