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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1751
Shepherd Financial Partners
Massachusetts
$203K -$298K -5,599 -60%
TDC
1752
Thompson Davis & Co
Virginia
$203K -$33.8K -636 -15%
HI
1753
Hendershot Investments
Virginia
$200K +$193K +3,622 New
OSNBOA
1754
Old Second National Bank of Aurora
Illinois
$194K +$3.08K +58 +2%
IP
1755
Intellectus Partners
California
$191K
HR
1756
Howe & Rusling
New York
$190K -$10.8K -203 -6%
BDWM
1757
Brewin Dolphin Wealth Management
Ireland
$188K +$182K +3,415 New
SC
1758
SRB Corp
Massachusetts
$188K
NCM
1759
Nelson Capital Management
California
$183K -$2.13K -40 -1%
CWM
1760
Cedar Wealth Management
California
$178K -$11.4K -215 -6%
IF
1761
Ironwood Financial
Arizona
$178K
VCM
1762
Versant Capital Management
Arizona
$177K -$744 -14 -0.4%
ACM
1763
Armbruster Capital Management
New York
$176K -$17.5K -330 -9%
GAM
1764
Gemmer Asset Management
California
$175K -$10.5K -197 -6%
BCI
1765
Brinker Capital Investments
Pennsylvania
$170K +$25.7K +483 +19%
VIMU
1766
Veritas Investment Management (UK)
United Kingdom
$168K
BWA
1767
BDO Wealth Advisors
Florida
$164K +$12.6K +237 +9%
LC
1768
Landaas & Company
Wisconsin
$159K +$153K +2,876 New
KFA
1769
Kays Financial Advisory
Georgia
$158K +$5.42K +102 +4%
VCM
1770
Vigilant Capital Management
Maine
$155K +$957 +18 +0.6%
WAS
1771
Winch Advisory Services
Wisconsin
$154K +$1.12K +21 +0.8%
AIS
1772
AlphaOne Investment Services
Pennsylvania
$149K +$144K +2,704 New
AFIA
1773
America First Investment Advisors
Nebraska
$144K
TAM
1774
Trust Asset Management
Texas
$144K
MCM
1775
MV Capital Management
Maryland
$143K -$24.4K -459 -15%