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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
651
B. Riley Wealth Advisors
Florida
$2.85M +$640K +18,083 +30%
AAS
652
Avantax Advisory Services
Texas
$2.85M +$868K +24,531 +51%
RFC
653
Regions Financial Corp
Alabama
$2.83M -$787K -22,221 -24%
TC
654
TownSquare Capital
Utah
$2.82M -$152K -4,286 -6%
AP
655
Advisor Partners
California
$2.81M +$132K +3,718 +5%
BRCM
656
Bright Rock Capital Management
Massachusetts
$2.81M
BC
657
Burleson & Co
California
$2.8M -$146K -4,110 -5%
FCH
658
Freestone Capital Holdings
Washington
$2.79M -$1.11M -31,473 -31%
PCM
659
Prelude Capital Management
New York
$2.79M +$875K +24,729 +53%
CIC
660
Cornercap Investment Counsel
Georgia
$2.77M -$837K -23,657 -25%
PPW
661
Parcion Private Wealth
Washington
$2.76M +$89.3K +2,522 +4%
DCM
662
Dupont Capital Management
Delaware
$2.74M -$762K -21,533 -23%
CCI
663
Credit Capital Investments
New Jersey
$2.74M
GFI
664
Global Frontier Investments
South Carolina
$2.73M
UM
665
Ulysses Management
New York
$2.73M +$42.5K +1,200 +2%
BWM
666
BerganKDV Wealth Management
Minnesota
$2.73M -$1.17M -33,020 -32%
KS
667
Karpas Strategies
Connecticut
$2.71M -$364K -10,291 -13%
CI
668
Ceera Investments
Texas
$2.68M +$2.42M +68,481 New
SCM
669
SOL Capital Management
Maryland
$2.66M -$12.4K -350 -0.5%
FIM
670
Freedom Investment Management
Connecticut
$2.65M -$18.4K -521 -0.8%
SF
671
Synovus Financial
Georgia
$2.64M +$11.9K +335 +0.5%
CAG
672
Crestwood Advisors Group
Massachusetts
$2.63M -$51K -1,441 -2%
PMAM
673
Penn Mutual Asset Management
Pennsylvania
$2.62M
DDC
674
DF Dent & Co
Maryland
$2.62M -$349K -9,850 -13%
PFS
675
Prospera Financial Services
Texas
$2.62M +$276K +7,791 +13%