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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1701
Harvey Investment Company
Kentucky
$291K -$5.36K -100 -2%
FDS
1702
First Dallas Securities
Texas
$290K -$19K -355 -6%
SC
1703
Schulhoff & Co
Ohio
$289K +$54 +1 +0%
HIM
1704
HughesLittle Investment Management
$288K
LA
1705
LexAurum Advisors
Kansas
$288K +$35.6K +664 +15%
CWM
1706
Cabot Wealth Management
Massachusetts
$287K +$26.8K +500 +11%
CIA
1707
CCM Investment Advisers
South Carolina
$286K -$3.17M -59,244 -92%
AF
1708
Affiance Financial
Minnesota
$285K -$13.3K -249 -5%
MWM
1709
Merriman Wealth Management
Washington
$283K -$25.8K -482 -9%
SFP
1710
Shepherd Financial Partners
Massachusetts
$282K -$23K -429 -8%
CYG
1711
Clean Yield Group
Vermont
$282K -$20.8K -389 -7%
NERM
1712
New England Research & Management
Illinois
$281K -$1.66M -30,938 -86%
SFSIG
1713
San Francisco Sentry Investment Group
California
$281K -$1.1M -20,549 -80%
PCFFS
1714
Pacific Center for Financial Services
California
$280K +$54 +1 +0%
PL
1715
Parthenon LLC
Kentucky
$279K +$49.2K +918 +22%
FFC
1716
First Financial Corp
Indiana
$278K -$584K -10,893 -68%
FFIC
1717
First Fiduciary Investment Counsel
Ohio
$277K -$8.04K -150 -3%
SP
1718
Successful Portfolios
Florida
$274K -$17.3K -323 -6%
CTA
1719
Colonial Trust Advisors
South Carolina
$273K -$27.8K -519 -10%
CBTWT
1720
Community Bank & Trust (Waco, Texas)
Texas
$273K +$19.7K +368 +8%
SHWM
1721
Smith & Howard Wealth Management
Georgia
$273K +$34.6K +646 +15%
WP
1722
WealthShield Partners
North Carolina
$273K +$486K +9,078 New
RWM
1723
RKL Wealth Management
Pennsylvania
$272K -$13.2K -246 -5%
EWF
1724
Epstein & White Financial
California
$272K
ADMI
1725
Albert D. Mason Inc
Massachusetts
$270K +$11.5K +215 +5%