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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
1651
Beacon Investment Advisory Services
New Jersey
$415K -$51.3K -1,020 -12%
BCM
1652
Bourgeon Capital Management
Connecticut
$413K -$532K -10,585 -59%
RMCM
1653
Reynders McVeigh Capital Management
Massachusetts
$413K -$36K -715 -9%
TCOO
1654
Trust Company of Oklahoma
Oklahoma
$413K -$72.9K -1,450 -16%
CAL
1655
Capital Analysts LLC
Pennsylvania
$409K
AF
1656
Affiance Financial
Minnesota
$409K +$2.51K +50 +0.7%
AB
1657
Atlas Brown
Kentucky
$406K
PIA
1658
Peachtree Investment Advisors
Georgia
$405K
AWM
1659
AllSquare Wealth Management
New York
$402K +$185K +3,678 +102%
GIM
1660
Goelzer Investment Management
Indiana
$401K -$40.2K -800 -10%
PHK
1661
Point72 Hong Kong
Hong Kong
$399K -$219K -4,365 -38%
SCG
1662
Sonata Capital Group
Washington
$397K +$42.7K +850 +13%
CWM
1663
Cornerstone Wealth Management
Missouri
$397K +$95.3K +1,895 +37%
GBT
1664
Grove Bank & Trust
Florida
$397K +$235K +4,665 +184%
OFW
1665
Omnia Family Wealth
Florida
$395K +$361K +7,170 New
WSCM
1666
Wellington Shields Capital Management
New York
$394K -$14.6K -290 -4%
FMC
1667
First Merchants Corp
Indiana
$393K -$70K -1,392 -16%
JWBC
1668
J.W. Burns & Co
New York
$390K -$27K -537 -7%
RP
1669
Riverbridge Partners
Minnesota
$389K
DMC
1670
Drexel Morgan & Co
Pennsylvania
$381K
HS
1671
Huntington Steele
Pennsylvania
$380K +$50 +1 +0%
AW
1672
Alpha Windward
Massachusetts
$380K +$22.6K +450 +7%
WIP
1673
Wellesley Investment Partners
Massachusetts
$380K +$77.2K +1,535 +29%
DSI
1674
Daiwa SB Investments
Japan
$379K -$5.35M -106,490 -94%
SPWA
1675
SteelBridge Private Wealth Advisors
Florida
$379K +$338K +6,730 New