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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1676
L & S Advisors
California
$249K -$2.64M -47,982 -91%
HIC
1677
Hartline Investment Corp
Illinois
$249K +$10.4K +190 +4%
DWM
1678
Destination Wealth Management
California
$247K -$2.53M -45,979 -91%
LC
1679
Lincoln Capital
Nebraska
$245K +$55.1K +1,002 +27%
NGA
1680
Naples Global Advisors
Florida
$243K +$39K +709 +18%
Diamond Hill Capital Management
1681
Diamond Hill Capital Management
Ohio
$241K -$14.5M -263,863 -98%
CFN
1682
Cordasco Financial Network
Florida
$241K
IIM
1683
Ironwood Investment Management
Massachusetts
$241K +$24.5K +445 +10%
VIMU
1684
Veritas Investment Management (UK)
United Kingdom
$241K +$220K +4,000 +576%
BA
1685
BKS Advisors
Michigan
$240K
MPM
1686
Meritage Portfolio Management
Kansas
$239K -$22.8K -415 -8%
SCM
1687
Salem Capital Management
Massachusetts
$239K
GAM
1688
Gemmer Asset Management
California
$239K +$15.5K +282 +6%
SHWM
1689
Smith & Howard Wealth Management
Georgia
$237K
CASB
1690
Cape Ann Savings Bank
Massachusetts
$237K +$16.5K +300 +7%
NCMG
1691
NCM Capital Management Group
North Carolina
$235K
NL
1692
NWAM LLC
Washington
$235K
VCM
1693
Vigilant Capital Management
Maine
$235K +$12.3K +224 +5%
WPIC
1694
White Pine Investment Company
Michigan
$234K -$30.6K -556 -11%
BWA
1695
Burt Wealth Advisors
Maryland
$234K
SWM
1696
Segment Wealth Management
Texas
$228K +$3.52K +64 +1%
AWA
1697
Arete Wealth Advisors
Illinois
$227K +$9.02K +164 +4%
CAM
1698
CG Asset Management
New York
$226K -$623K -11,325 -72%
CFA
1699
Capstone Financial Advisors
Illinois
$226K -$11.2K -203 -4%
BOS
1700
Bank of Stockton
California
$226K +$11K +200 +5%