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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Silvercrest Asset Management
New York
$2.06M -$73.5K -915 -4%
MCWS
1002
McKinley Carter Wealth Services
West Virginia
$2.05M +$109K +1,360 +6%
LFA
1003
Legacy Financial Advisors
Kentucky
$2.05M +$230K +2,857 +13%
RMC
1004
Resources Management Corp
Connecticut
$2.05M -$47.6K -592 -2%
PGAM
1005
Princeton Global Asset Management
New Jersey
$2.04M -$61.7K -768 -3%
WG
1006
Welch Group
Alabama
$2.04M +$57.5K +716 +3%
IFG
1007
Independent Financial Group
California
$2.04M -$317K -3,948 -14%
PCM
1008
Princeton Capital Management
New Jersey
$2.03M +$108K +1,339 +6%
PBK
1009
Peoples Bank (Kansas)
Kansas
$2.02M -$157K -1,954 -7%
APC
1010
Aspire Private Capital
North Carolina
$2.02M -$155K -1,924 -7%
MIC
1011
Meridian Investment Counsel
California
$2.01M +$14.9K +185 +0.8%
IA
1012
Insight Advisors
Pennsylvania
$2.01M -$4.82K -60 -0.2%
IAIM
1013
International Assets Investment Management
Florida
$2M -$7.53M -93,681 -26%
RWM
1014
Riverchase Wealth Management
Texas
$2M -$4.34K -54 -0.2%
ACM
1015
Aquatic Capital Management
Illinois
$1.99M -$7.76M -96,607 -80%
7WCP
1016
71 West Capital Partners
Massachusetts
$1.99M +$693K +8,627 +56%
LI
1017
Louisbourg Investments
New Brunswick, Canada
$1.99M +$20K +249 +0.8%
PWA
1018
Phoenix Wealth Advisors
North Carolina
$1.98M +$177K +2,206 +10%
HCM
1019
Howard Capital Management
Georgia
$1.97M +$924K +11,499 +93%
CA
1020
CWC Advisors
Oregon
$1.97M -$111K -1,386 -5%
CC
1021
Cadinha & Co
Hawaii
$1.97M
AL
1022
Aspiriant LLC
California
$1.96M +$86.3K +1,074 +5%
FFM
1023
Fisher Funds Management
New Zealand
$1.96M +$668K +8,317 +54%
CIC
1024
Carnegie Investment Counsel
Ohio
$1.95M -$638K -7,942 -25%
SCP
1025
Sivia Capital Partners
California
$1.95M +$1.6M +19,855 +538%