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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1651
Sit Investment Associates
Minnesota
$315K +$79.2K +1,610 +33%
SCM
1652
Smith Capital Management
Arkansas
$314K
IOOF
1653
Independent Order of Foresters
Ontario, Canada
$313K -$88.9K -1,808 -22%
CTI
1654
Community Trust & Investment
Kentucky
$313K -$26.6K -540 -8%
ERIM
1655
Eagle Ridge Investment Management
Connecticut
$312K -$130K -2,649 -29%
CF
1656
Copperwynd Financial
Arizona
$312K -$8.95K -182 -3%
IA
1657
Independence Advisors
Pennsylvania
$310K +$8.46K +172 +3%
DA
1658
Doliver Advisors
Texas
$310K +$58.3K +1,186 +23%
CA
1659
Calton & Associates
Florida
$310K +$316K +6,418 New
LA
1660
Lau Associates
Delaware
$309K -$716K -14,561 -70%
LBD
1661
Landsberg Bennett & Dubbaneh
Florida
$308K +$310K +6,304 New
DTL
1662
Dynamic Technology Lab
Singapore
$308K +$314K +6,378 New
BWA
1663
Burt Wealth Advisors
Maryland
$305K +$5.9K +120 +2%
ATFA
1664
All Terrain Financial Advisors
Minnesota
$304K +$18.4K +375 +6%
CVM
1665
Cheviot Value Management
California
$299K -$158K -3,210 -34%
JWM
1666
JGP Wealth Management
Oregon
$299K
PP
1667
Pegasus Partners
Wisconsin
$299K +$46.1K +937 +18%
CA
1668
Continuum Advisory
Idaho
$298K -$494K -10,052 -62%
DAM
1669
Deltec Asset Management
New York
$298K -$49.2K -1,000 -14%
FIA
1670
Foundations Investment Advisors
Arizona
$298K -$8.61K -175 -3%
DHFB
1671
Dixon Hubard Feinour & Brown
Virginia
$298K
CF
1672
Corrigan Financial
Rhode Island
$297K +$302K +6,149 New
MSAM
1673
Moloney Securities Asset Management
Missouri
$296K -$48.8K -993 -14%
PMFA
1674
Plante Moran Financial Advisors
Michigan
$295K -$9.05K -184 -3%
SAA
1675
Southeast Asset Advisors
Georgia
$294K -$8.46K -172 -3%