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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$3.08M +$326K +5,522 +12%
CIS
702
Capital International Sarl
California
$3.06M -$191K -3,243 -6%
FG
703
Foster Group
Iowa
$3.06M +$206K +3,494 +7%
DLCIG
704
D.L. Carlson Investment Group
New Hampshire
$3.06M -$6.14K -104 -0.2%
TPI
705
Trust Point Inc
Wisconsin
$3.05M -$66.5K -1,126 -2%
FNBT
706
FineMark National Bank & Trust
Florida
$3.04M +$80.3K +1,361 +3%
MC
707
Moors & Cabot
Massachusetts
$3.03M -$336K -5,694 -10%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$3.03M +$5.61K +95 +0.2%
VFA
709
Valeo Financial Advisors
Indiana
$3.02M +$98.4K +1,667 +3%
SCM
710
SOL Capital Management
Maryland
$3.02M -$77.9K -1,320 -3%
HCPC
711
Hamilton Capital Partners (Canada)
$3.01M +$152K +2,572 +5%
HNB
712
Huntington National Bank
Ohio
$2.99M -$46.5K -787 -2%
CICI
713
Capital Investment Counsel Inc
North Carolina
$2.99M +$300K +5,081 +11%
KWA
714
Kingswood Wealth Advisors
California
$2.98M -$26.9K -456 -0.9%
FFM
715
Forum Financial Management
Illinois
$2.98M +$12K +203 +0.4%
AFS
716
Aft Forsyth & Sober
Florida
$2.97M
A
717
AlphaQuest
New York
$2.95M +$2.93M +49,700 New
EH
718
Equitable Holdings
New York
$2.94M +$202K +3,416 +7%
CAAS
719
Capital Asset Advisory Services
Michigan
$2.92M -$72K -1,220 -2%
GIM
720
Goelzer Investment Management
Indiana
$2.92M -$141K -2,395 -5%
AAM
721
Advisors Asset Management
Colorado
$2.91M +$433K +7,336 +18%
PIC
722
PCJ Investment Counsel
Ontario, Canada
$2.9M +$1.45M +24,550 +101%
GFI
723
Global Frontier Investments
South Carolina
$2.9M
TCPW
724
Twin City Private Wealth
North Carolina
$2.88M +$53.8K +912 +2%
WF
725
Welch & Forbes
Massachusetts
$2.87M -$1.22M -20,612 -30%