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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
601
Independent Advisor Alliance
North Carolina
$5.41M +$908K +13,305 +21%
SWP
602
Stratos Wealth Partners
Ohio
$5.37M -$1.38M -20,269 -21%
FNFDCM
603
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.37M -$320K -4,686 -6%
OIA
604
OneDigital Investment Advisors
Kansas
$5.35M -$5.71M -83,567 -52%
GAM
605
Groupama Asset Management
France
$5.33M +$1.22M +17,841 +31%
BFS
606
Bard Financial Services
Connecticut
$5.33M -$855K -12,525 -14%
AP
607
Americana Partners
Texas
$5.32M +$4.57M +67,001 +762%
GAM
608
Gotham Asset Management
New York
$5.29M +$141K +2,064 +3%
SF
609
Synovus Financial
Georgia
$5.29M -$1.62M -23,762 -24%
ADIM
610
Alpha DNA Investment Management
Maryland
$5.28M +$2.74M +40,171 +115%
TPCW
611
TD Private Client Wealth
New York
$5.26M -$131K -1,925 -3%
HWM
612
HighMark Wealth Management
Minnesota
$5.25M +$1.98K +29 +0%
AWM
613
Axxcess Wealth Management
California
$5.24M -$373K -5,456 -7%
AS
614
Aware Super
Australia
$5.22M +$5.07M +74,304 New
SICM
615
Sustainable Insight Capital Management
New York
$5.21M +$5.07M +74,200 New
GT
616
Greenleaf Trust
Michigan
$5.21M +$122K +1,791 +2%
WCM
617
Weik Capital Management
Pennsylvania
$5.21M -$37.9K -555 -0.7%
NP
618
NorthRock Partners
Minnesota
$5.19M -$205K -3,001 -4%
BC
619
Burney Company
Virginia
$5.19M +$2.55M +37,324 +102%
BG
620
Bahl & Gaynor
Ohio
$5.13M -$29.5K -432 -0.6%
BFG
621
Bleakley Financial Group
New Jersey
$5.12M +$306K +4,482 +7%
FNA
622
First National Advisers
Nebraska
$5.09M +$239K +3,503 +5%
TSW
623
Thompson Siegel & Walmsley
Virginia
$5.08M -$21.8K -319 -0.4%
RBA
624
Richard Bernstein Advisors
New York
$5.08M
RHIG
625
R.H. Investment Group
Arizona
$5.06M +$4.91M +71,978 New