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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
1676
Blue Bell Private Wealth Management
Pennsylvania
$310K -$4.98K -104 -1%
CIP
1677
Champlain Investment Partners
Vermont
$310K +$335K +7,000 New
PFA
1678
Pure Financial Advisors
California
$308K
DMC
1679
Drexel Morgan & Co
Pennsylvania
$306K
GMA
1680
Goldstein Munger & Associates
California
$306K
HS
1681
Huntington Steele
Pennsylvania
$306K
KFA
1682
Kelleher Financial Advisors
New York
$303K
KFP
1683
Keystone Financial Planning
Ohio
$301K
PHS
1684
Pekin Hardy Strauss
Illinois
$300K -$71.8K -1,500 -18%
BFG
1685
Bouchey Financial Group
New York
$295K +$48 +1 +0%
DE
1686
Day & Ennis
Georgia
$295K +$27.2K +569 +9%
HIC
1687
Harvey Investment Company
Kentucky
$293K +$95.7K +2,000 +43%
Aristotle Capital Management
1688
Aristotle Capital Management
California
$292K
JIP
1689
Jaffetilchin Investment Partners
Florida
$291K +$14.4K +301 +5%
BST
1690
Bath Savings Trust
Maine
$291K +$43K +898 +16%
BWFM
1691
Bridgewater Wealth & Financial Management
Maryland
$290K -$15.2K -317 -5%
BL
1692
Balentine LLC
Georgia
$290K -$2.77K -58 -0.9%
FWP
1693
FAS Wealth Partners
Kansas
$289K +$27.5K +575 +10%
LC
1694
Lincoln Capital
Nebraska
$288K
TCM
1695
Texan Capital Management
Texas
$287K
AW
1696
Alpha Windward
Massachusetts
$286K +$1.77K +37 +0.6%
CCM
1697
Cribstone Capital Management
Maine
$285K -$58.7K -1,226 -16%
EDRS
1698
Edmond de Rothschild (Suisse)
Switzerland
$283K -$18K -376 -6%
NEPWA
1699
New England Private Wealth Advisors
Massachusetts
$282K +$43.6K +911 +17%
BMC
1700
Benin Management Corp
Connecticut
$282K +$76.6K +1,600 +34%