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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
876
London Company of Virginia
Virginia
$1.63M +$143K +2,897 +9%
RWA
877
Roberts Wealth Advisors
California
$1.63M +$69.4K +1,410 +5%
CCM
878
Coldstream Capital Management
Washington
$1.63M +$748K +15,190 +81%
FFS
879
Founders Financial Securities
Maryland
$1.62M -$10.5K -214 -0.6%
Kovitz Investment Group Partners
880
Kovitz Investment Group Partners
Illinois
$1.62M +$2.06M +41,776 +352%
JWCA
881
J.W. Cole Advisors
Florida
$1.61M +$98 +2 +0%
HWM
882
HB Wealth Management
Georgia
$1.61M +$1.65M +33,597 New
PTC
883
Private Trust Company
Ohio
$1.6M -$97.1K -1,973 -6%
LF
884
Lee Financial
Texas
$1.59M -$345 -7 -0%
IVP
885
Intrinsic Value Partners
Arizona
$1.59M +$1.63M +33,139 New
RIL
886
Rothschild Investment LLC
Illinois
$1.58M -$2.46K -50 -0.2%
GC
887
Grimes & Company
Massachusetts
$1.56M +$3.2K +65 +0.2%
S
888
SignatureFD
Georgia
$1.56M +$460K +9,337 +40%
WG
889
Winton Group
United Kingdom
$1.55M -$286K -5,804 -15%
SCM
890
Sterneck Capital Management
Missouri
$1.55M -$7.29K -148 -0.5%
CWM
891
Circle Wealth Management
New Jersey
$1.55M -$202K -4,102 -11%
OC
892
Oarsman Capital
Wisconsin
$1.55M -$56.8K -1,153 -3%
TWM
893
TriaGen Wealth Management
California
$1.55M
NHC
894
Nicholas Hoffman & Company
Georgia
$1.55M -$135K -2,743 -8%
SACTSONJ
895
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.54M
BHB
896
Bank Hapoalim BM
Israel
$1.54M -$175K -3,555 -10%
CPIG
897
Chicago Partners Investment Group
Illinois
$1.54M +$89.5K +1,818 +7%
SIA
898
Schechter Investment Advisors
Michigan
$1.54M +$1.58M +32,165 New
CFA
899
Carroll Financial Associates
North Carolina
$1.54M +$108K +2,198 +8%
Fiera Capital (Canada)
900
Fiera Capital (Canada)
Quebec, Canada
$1.53M