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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
851
Oldfather Financial Services
Nebraska
$1.4M +$129 +3 +0%
NCM
852
Northwest Capital Management
Oregon
$1.4M +$516 +12 +0%
CAM
853
Carret Asset Management
New York
$1.4M -$12.9K -300 -0.9%
KWS
854
Keystone Wealth Services
California
$1.39M +$1.48M +34,451 New
Mather Group
855
Mather Group
Illinois
$1.39M +$306K +7,134 +26%
Parallel Advisors
856
Parallel Advisors
California
$1.38M +$276K +6,431 +23%
RMC
857
Resources Management Corp
Connecticut
$1.38M -$909K -21,150 -38%
Western Wealth Management
858
Western Wealth Management
Colorado
$1.37M +$174K +4,039 +14%
MPIA
859
Mountain Pacific Investment Advisers
Idaho
$1.36M -$57.3K -1,333 -4%
Circle Wealth Management
860
Circle Wealth Management
New Jersey
$1.36M +$71.7K +1,670 +5%
LF
861
Lee Financial
Texas
$1.36M +$21.6K +502 +2%
SCM
862
Sterneck Capital Management
Missouri
$1.35M +$20.8K +484 +1%
FFS
863
Founders Financial Securities
Maryland
$1.35M +$4.17K +97 +0.3%
JFGIW
864
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.34M -$430K -10,016 -26%
DMBA
865
Deseret Mutual Benefit Administrators
Utah
$1.34M -$317K -7,389 -18%
MA
866
Mutual Advisors
Nebraska
$1.32M +$493K +11,464 +54%
Integrated Wealth Concepts
867
Integrated Wealth Concepts
Massachusetts
$1.32M -$33.1K -770 -2%
QCIG
868
Quad-Cities Investment Group
Iowa
$1.32M +$365K +8,491 +35%
Chicago Partners Investment Group
869
Chicago Partners Investment Group
Illinois
$1.31M +$90.3K +2,101 +8%
Duff & Phelps Investment Management
870
Duff & Phelps Investment Management
Illinois
$1.31M – – –
SWM
871
SeaCrest Wealth Management
New York
$1.31M -$73.3K -1,707 -5%
Grimes & Company
872
Grimes & Company
Massachusetts
$1.3M +$172 +4 +0%
WhitTier Trust Company
873
WhitTier Trust Company
Nevada
$1.3M -$3.27K -76 -0.2%
Venture Visionary Partners
874
Venture Visionary Partners
Ohio
$1.3M +$4.47K +104 +0.3%
Vestmark Advisory Solutions
875
Vestmark Advisory Solutions
Massachusetts
$1.3M +$5.5K +128 +0.4%