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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1576
Cedar Hill Associates
Illinois
$389K +$376K +7,071 New
MSFP
1577
Mark Sheptoff Financial Planning
Connecticut
$388K -$8.5K -160 -2%
SAA
1578
Southeast Asset Advisors
Georgia
$388K
JIP
1579
Jaffetilchin Investment Partners
Florida
$388K +$374K +7,038 New
CFA
1580
Cahill Financial Advisors
Minnesota
$385K +$41.8K +787 +13%
Capstone Investment Advisors
1581
Capstone Investment Advisors
New York
$385K +$372K +6,991 New
CNB
1582
Camden National Bank
Maine
$384K -$6.27K -118 -2%
EM
1583
Excalibur Management
Massachusetts
$384K +$370K +6,969 New
FWP
1584
FAS Wealth Partners
Kansas
$380K -$9.89K -186 -3%
FIAS
1585
FinTrust Investment Advisory Services
South Carolina
$380K +$366K +6,892 New
AW
1586
Alpha Windward
Massachusetts
$379K -$10.5K -198 -3%
RP
1587
Riverbridge Partners
Minnesota
$379K
LRPA
1588
L. Roy Papp & Associates
Arizona
$378K -$47.3K -890 -12%
SDJVC
1589
St. Denis J. Villere & Co
Louisiana
$375K +$361K +6,800 New
PFA
1590
Pure Financial Advisors
California
$373K -$85.1K -1,601 -19%
BL
1591
Balentine LLC
Georgia
$373K +$17.2K +324 +5%
GC
1592
Grimes & Company
Massachusetts
$373K +$39.7K +747 +12%
PIA
1593
Peachtree Investment Advisors
Georgia
$372K -$37.2K -700 -9%
RFM
1594
Royal Fund Management
Florida
$372K -$1.01K -19 -0.3%
JWA
1595
JFS Wealth Advisors
Pennsylvania
$371K -$10.8K -204 -3%
CYG
1596
Clean Yield Group
Vermont
$370K
AAS
1597
Annex Advisory Services
Wisconsin
$367K +$40.9K +769 +13%
CAM
1598
Congress Asset Management
Massachusetts
$363K +$7.81K +147 +2%
SBL
1599
Sargent Bickham Lagudis
Colorado
$362K -$202K -3,801 -37%
BFPW
1600
BOK Financial Private Wealth
Colorado
$361K -$607K -11,415 -64%