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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
701
Forum Financial Management
Illinois
$2.75M -$78.3K -1,384 -3%
VFA
702
Valeo Financial Advisors
Indiana
$2.75M -$123K -2,175 -4%
CAAS
703
Capital Asset Advisory Services
Michigan
$2.74M -$52.4K -926 -2%
BTI
704
Blue Trust Inc
Georgia
$2.74M +$847K +14,979 +48%
MNBTD
705
Moody National Bank Trust Division
Texas
$2.73M +$663K +11,719 +32%
VCA
706
Verdence Capital Advisors
Maryland
$2.73M +$719K +12,713 +36%
GWM
707
Geneos Wealth Management
Colorado
$2.73M +$218K +3,863 +9%
SCM
708
Stevens Capital Management
Pennsylvania
$2.73M +$2.73M +48,243 New
Vontobel Holding
709
Vontobel Holding
Switzerland
$2.72M +$1.41M +24,911 +107%
CICI
710
Capital Investment Counsel Inc
North Carolina
$2.72M -$119K -2,101 -4%
AAM
711
Advisors Asset Management
Colorado
$2.71M -$61K -1,079 -2%
SG
712
Somerset Group
Minnesota
$2.69M
BRWA
713
B. Riley Wealth Advisors
Florida
$2.69M -$292K -5,158 -10%
CAS
714
Coppell Advisory Solutions
Texas
$2.68M +$188K +3,321 +7%
3IP
715
3Chopt Investment Partners
Virginia
$2.68M +$78.2K +1,383 +3%
SP
716
SWS Partners
Ohio
$2.66M -$1.11M -19,691 -29%
PCA
717
Pallas Capital Advisors
Massachusetts
$2.64M +$139K +2,459 +6%
GAM
718
Groupama Asset Management
France
$2.62M +$3.27M +57,811 New
WWA
719
WCG Wealth Advisors
Nevada
$2.61M -$45.8K -810 -2%
WF
720
Welch & Forbes
Massachusetts
$2.61M -$99.7K -1,762 -4%
UHC
721
Union Heritage Capital
Michigan
$2.6M
FT
722
Fiduciary Trust
Massachusetts
$2.59M +$22.5K +397 +0.9%
AWM
723
Avitas Wealth Management
California
$2.59M +$33.7K +596 +1%
FTWA
724
Fifth Third Wealth Advisors
Ohio
$2.59M +$199K +3,512 +8%
NAS
725
NWF Advisory Services
California
$2.59M -$1M -17,767 -28%