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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1026
Paloma Partners
Connecticut
$892K +$221K +5,033 +28%
WA
1027
WP Advisors
California
$891K +$23K +524 +2%
SWA
1028
Stratos Wealth Advisors
Ohio
$887K -$26.3K -600 -3%
AW
1029
Alaethes Wealth
Nevada
$883K +$8.34K +190 +0.8%
RPC
1030
Rossmore Private Capital
Connecticut
$880K
ECM
1031
Evergreen Capital Management
Washington
$879K -$141K -3,214 -13%
RPCONE
1032
Retirement Planning Company of New England
Rhode Island
$879K +$9.65K +220 +1%
WHG
1033
Westwood Holdings Group
Texas
$878K +$47.2K +1,075 +5%
CA
1034
Cumberland Advisors
Florida
$877K -$107K -2,438 -10%
FWCM
1035
Ferguson Wellman Capital Management
Oregon
$874K -$38.2K -871 -4%
GSWM
1036
Greenup Street Wealth Management
Michigan
$873K +$978K +22,294 New
BB
1037
Busey Bank
Illinois
$870K -$102K -2,334 -10%
AIIMS
1038
Analyst IMS Investment Management Services
Israel
$867K -$26.6K -607 -3%
QCG
1039
Quadrant Capital Group
Ohio
$867K +$8.73K +199 +0.9%
STA
1040
Summit Trail Advisors
New York
$866K +$325K +7,396 +50%
RL
1041
Ruffer LLP
United Kingdom
$862K
ST
1042
Spinnaker Trust
Maine
$861K
JWCA
1043
J.W. Cole Advisors
Florida
$859K -$331K -7,544 -26%
GLLW
1044
Graves Light Lenhart Wealth
Virginia
$858K -$11.6K -264 -1%
SIC
1045
Salem Investment Counselors
North Carolina
$858K -$7.11K -162 -0.7%
MGIA
1046
Moneta Group Investment Advisors
Missouri
$858K +$71.1K +1,620 +8%
FI
1047
Fosun International
China
$858K +$961K +21,900 New
BBA
1048
BLB&B Advisors
Pennsylvania
$857K -$4.39K -100 -0.5%
Jones Financial Companies
1049
Jones Financial Companies
Missouri
$853K +$45.6K +1,040 +5%
GA
1050
GFS Advisors
Texas
$852K -$1.14M -26,035 -54%