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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IMA
1001
Investment Management Associates
Colorado
$949K -$18.2K -414 -2%
QCIG
1002
Quad-Cities Investment Group
Iowa
$949K +$132 +3 +0%
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$947K +$2.06K +47 +0.2%
NB
1004
Nicolet Bankshares
Wisconsin
$946K -$922 -21 -0.1%
NEWAS
1005
N.E.W. Advisory Services
Wisconsin
$943K -$32.2K -733 -3%
CA
1006
Claris Advisors
Missouri
$943K -$351 -8 -0%
PFGIA
1007
Patriot Financial Group Insurance Agency
Massachusetts
$943K +$117K +2,674 +12%
P
1008
Pitcairn
Pennsylvania
$928K +$337K +7,689 +48%
TCPWM
1009
Traverso Chambers Private Wealth Management
California
$926K +$267K +6,095 +35%
NEI
1010
Northwest & Ethical Investments
Ontario, Canada
$926K
F
1011
F3Logic
Minnesota
$925K +$1.04M +23,622 New
NL
1012
NVWM LLC
Pennsylvania
$924K +$17.1K +389 +2%
LSAG
1013
Lake Street Advisors Group
New Hampshire
$917K -$41.8K -952 -4%
CC
1014
Courier Capital
New York
$908K -$43.8K -999 -4%
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$907K +$1.05K +24 +0.1%
RCAG
1016
Rehmann Capital Advisory Group
Michigan
$906K -$29.3K -668 -3%
EH
1017
Equitable Holdings
New York
$906K +$88 +2 +0%
CS
1018
Comerica Securities
Michigan
$903K +$329K +7,501 +48%
ASBI
1019
American State Bank (Iowa)
Iowa
$903K +$45K +1,026 +5%
FPCP
1020
Fort Point Capital Partners
California
$901K +$1.8K +41 +0.2%
CPO
1021
Cerity Partners OCIO
New York
$900K -$191K -4,362 -16%
BHB
1022
Bank Hapoalim BM
Israel
$897K -$300K -6,833 -23%
EM
1023
Excalibur Management
Massachusetts
$894K -$137K -3,128 -12%
BAAM
1024
Baker Avenue Asset Management
California
$894K -$37K -843 -4%
DS
1025
DRW Securities
Illinois
$894K +$671K +15,290 +203%