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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1951
Segment Wealth Management
Texas
– -$1.61M -34,108 Closed
TWM
1952
Torch Wealth Management
Ohio
– -$1.6M -33,895 Closed
FFSOTS
1953
Fiduciary Financial Services of The Southwest
Texas
– -$1.55M -32,742 Closed
APTFM
1954
AGUR Provident & Training Funds Management
Israel
– -$1.53M -32,285 Closed
GHA
1955
Garcia Hamilton & Associates
Texas
– -$1.5M -31,710 Closed
PAIA
1956
Park Avenue Institutional Advisers
New York
– -$1.38M -29,130 Closed
PIM
1957
Profit Investment Management
Maryland
– -$1.35M -28,544 Closed
JWM
1958
Jackson Wealth Management
Florida
– -$1.09M -23,004 Closed
CRCM
1959
Crystal Rock Capital Management
Illinois
– -$1.08M -22,900 Closed
RWM
1960
RKL Wealth Management
Pennsylvania
– -$1.06M -22,123 Closed
NO
1961
Ninety One
South Africa
– -$1.01M -21,611 Closed
LOAMS
1962
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$983K -20,764 Closed
VAM
1963
Visium Asset Management
New York
– -$937K -19,796 Closed
KIA
1964
Kopp Investment Advisors
Minnesota
– -$913K -19,298 Closed
FPCM
1965
Financial Partners Capital Management
New York
– -$845K -17,849 Closed
WCBA
1966
Weaver C. Barksdale & Associates
Tennessee
– -$739K -15,622 Closed
BHC
1967
Bowen Hanes & Co
Florida
– -$476K -10,052 Closed
EC
1968
Eachwin Capital
New York
– -$415K -8,765 Closed
WSC
1969
Wellington Shields & Co
New York
– -$403K -8,513 Closed
SAS
1970
Stelac Advisory Services
New York
– -$385K -8,127 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1971
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$364K -7,685 Closed
SEIA
1972
Signature Estate & Investment Advisors
California
– -$342K -7,221 Closed
CIC
1973
Chase Investment Counsel
Virginia
– -$322K -6,815 Closed
SIA
1974
Starfire Investment Advisers
Michigan
– -$310K -6,555 Closed
LSA
1975
L & S Advisors
California
– -$305K -6,450 Closed