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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HS
1626
Huntington Steele
Pennsylvania
$391K
AW
1627
Alpha Windward
Massachusetts
$391K +$15.1K +281 +4%
SAA
1628
Southeast Asset Advisors
Georgia
$390K -$210K -3,920 -36%
BIAS
1629
Beacon Investment Advisory Services
New Jersey
$390K -$26.8K -500 -7%
PHS
1630
Pekin Hardy Strauss
Illinois
$390K +$80.4K +1,500 +27%
BFG
1631
Bouchey Financial Group
New York
$388K +$54 +1 +0%
HL
1632
HeadInvest LLC
Maine
$387K -$27.8K -518 -7%
JWA
1633
JFS Wealth Advisors
Pennsylvania
$384K -$64.9K -1,211 -15%
WIP
1634
Wellesley Investment Partners
Massachusetts
$383K
STMM
1635
South Texas Money Management
Texas
$383K +$22.7K +423 +7%
BA
1636
Bristol Advisors
Pennsylvania
$382K -$317K -5,908 -46%
RP
1637
Riverbridge Partners
Minnesota
$381K
MFBTD
1638
MB Financial Bank - Trust Department
Illinois
$380K -$50K -934 -12%
Verition Fund Management
1639
Verition Fund Management
Connecticut
$378K -$42.6K -796 -10%
RFM
1640
Royal Fund Management
Florida
$375K +$20.3K +379 +6%
KFP
1641
Keystone Financial Planning
Ohio
$374K
BFS
1642
Baskin Financial Services
Ontario, Canada
$373K
TCB
1643
Texas Capital Bancshares
Texas
$370K -$106K -1,970 -23%
SPWA
1644
SteelBridge Private Wealth Advisors
Florida
$369K -$11.4K -212 -3%
CYG
1645
Clean Yield Group
Vermont
$369K
OWIM
1646
Old West Investment Management
California
$367K +$356K +6,637 New
RMCM
1647
Reynders McVeigh Capital Management
Massachusetts
$366K -$26.3K -490 -7%
Aristotle Capital Management
1648
Aristotle Capital Management
California
$366K
BCA
1649
Bray Capital Advisors
Florida
$364K -$139K -2,600 -28%
DE
1650
Day & Ennis
Georgia
$361K -$24.4K -455 -7%