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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PRC
801
Pearl River Capital
Michigan
$1.45M +$1.37M +33,989 New
CWM
802
Circle Wealth Management
New Jersey
$1.45M +$3.66K +91 +0.3%
CS
803
Cannell & Spears
New York
$1.44M -$251K -6,226 -16%
BJL
804
Brighton Jones LLC
Washington
$1.43M +$102K +2,532 +8%
NHC
805
Nicholas Hoffman & Company
Georgia
$1.42M -$14.7K -365 -1%
CWM
806
Chemistry Wealth Management
New York
$1.42M -$63.1K -1,567 -4%
SIA
807
Strategic Investment Advisors
Michigan
$1.42M +$660K +16,400 +97%
DPIM
808
Duff & Phelps Investment Management
Illinois
$1.42M +$24.1K +600 +2%
NCM
809
Northwest Capital Management
Oregon
$1.42M -$47.8K -1,187 -3%
CA
810
Continuum Advisory
Idaho
$1.41M +$12K +297 +0.9%
CCM
811
Carlson Capital Management
Minnesota
$1.41M +$118K +2,938 +10%
BOSSRA
812
B.O.S.S. Retirement Advisors
Utah
$1.41M -$1.88M -46,807 -59%
ACL
813
Applied Capital LLC
Florida
$1.4M -$1.45K -36 -0.1%
CCM
814
Coldstream Capital Management
Washington
$1.4M -$24.8K -615 -2%
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$1.4M +$40.6K +1,008 +3%
DT
816
Diversified Trust
Tennessee
$1.39M -$42.6K -1,059 -3%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M +$30.6K +760 +2%
MAWCM
818
Mine & Arao Wealth Creation & Management
California
$1.38M -$55.7K -1,385 -4%
SCM
819
Sterneck Capital Management
Missouri
$1.38M +$2.94K +73 +0.2%
MWM
820
Massachusetts Wealth Management
Massachusetts
$1.38M +$77.5K +1,925 +6%
SACTSONJ
821
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M
FGI
822
Foresight Global Investors
New York
$1.37M
AA
823
AF Advisors
California
$1.37M
SSW
824
Smith Shellnut Wilson
Mississippi
$1.36M
MIM
825
Marco Investment Management
Georgia
$1.36M +$2.01K +50 +0.2%