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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$4.42M +$1.89M +35,388 +63%
KWM
602
Kingsview Wealth Management
Oregon
$4.42M +$534K +9,973 +12%
CK
603
Cohen Klingenstein
New York
$4.41M
OLA
604
Oliver Luxxe Assets
New Jersey
$4.37M +$23.9K +447 +0.5%
NC
605
Naman Capital
Brazil
$4.36M
CWM
606
Concentric Wealth Management
California
$4.36M -$50.3K -940 -1%
GGHC
607
Gilder Gagnon Howe & Co
New York
$4.36M +$4.81M +89,873 New
Cerity Partners
608
Cerity Partners
New York
$4.35M +$4.5M +84,031 +1,454%
NC
609
NBW Capital
Massachusetts
$4.33M +$4.78M +89,353 New
DCM
610
Dupont Capital Management
Delaware
$4.31M +$3.12M +58,328 +191%
JWM
611
Jupiter Wealth Management
Colorado
$4.29M
GFA
612
Gifford Fong Associates
California
$4.27M
SPC
613
Sigma Planning Corp
Michigan
$4.23M +$311K +5,810 +7%
RA
614
RFG Advisory
Alabama
$4.21M +$31.5K +588 +0.7%
TCM
615
Twin Capital Management
Pennsylvania
$4.21M +$944K +17,633 +25%
LFAS
616
Level Four Advisory Services
Texas
$4.2M +$163K +3,042 +4%
WDC
617
Woodward Diversified Capital
California
$4.2M -$35.1K -656 -0.8%
UAM
618
Unison Asset Management
Florida
$4.19M
WAS
619
Wesleyan Assurance Society
United Kingdom
$4.19M
RFC
620
Regions Financial Corp
Alabama
$4.13M +$651K +12,168 +17%
GIM
621
Goelzer Investment Management
Indiana
$4.13M -$411K -7,683 -8%
PAA
622
Peregrine Asset Advisers
Oregon
$4.1M -$17.2K -322 -0.4%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$4.09M -$1.26M -23,563 -22%
BBHC
624
Brown Brothers Harriman & Co
New York
$4.07M +$6.1K +114 +0.1%
PB
625
Pinnacle Bancorp
Nebraska
$4.04M +$13.8K +258 +0.3%