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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FL
801
Fourthstone LLC
Missouri
$1.45M +$2.15M +50,500 New
PF
802
Phoenix Financial
Israel
$1.45M -$11.5M -271,096 -84%
MWM
803
Mission Wealth Management
California
$1.44M -$150K -3,517 -7%
BCM
804
Buckhead Capital Management
Georgia
$1.44M -$10.2K -240 -0.5%
CAM
805
CenterStar Asset Management
Illinois
$1.44M
IR
806
IAT Reinsurance
New York
$1.44M
UM
807
Ulysses Management
New York
$1.44M +$2.13M +50,000 New
CA
808
Cetera Advisors
Colorado
$1.43M +$287K +6,742 +16%
KA
809
Kintegral Advisory
New York
$1.43M +$237K +5,570 +13%
OPS
810
Orion Portfolio Solutions
Nebraska
$1.43M -$296K -6,960 -12%
ACS
811
Archford Capital Strategies
Illinois
$1.42M +$79K +1,859 +4%
SAMC
812
Spectrum Asset Management (California)
California
$1.42M +$283K +6,650 +16%
LIM
813
Leavell Investment Management
Alabama
$1.42M -$107K -2,518 -5%
AF
814
Advisornet Financial
Minnesota
$1.42M -$276K -6,493 -12%
PCP
815
Proficio Capital Partners
Massachusetts
$1.41M +$728K +17,127 +56%
BBA
816
BLB&B Advisors
Pennsylvania
$1.4M -$158K -3,712 -7%
SPC
817
Sigma Planning Corp
Michigan
$1.4M -$36K -847 -2%
BPM
818
Bowling Portfolio Management
Ohio
$1.4M -$98.6K -2,320 -5%
TCA
819
Transcend Capital Advisors
New Jersey
$1.39M -$26.7K -628 -1%
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.39M -$13.2K -310 -0.6%
EML
821
Eos Management LP
New York
$1.38M +$255K +6,000 +14%
AC
822
Addison Capital
Pennsylvania
$1.38M +$310K +7,286 +18%
ICP
823
Ironvine Capital Partners
Nebraska
$1.37M -$21.2M -498,249 -91%
CIA
824
Choate Investment Advisors
Massachusetts
$1.37M -$44.5K -1,046 -2%
AWM
825
Argent Wealth Management
Massachusetts
$1.35M +$317K +7,454 +19%