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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ACS
1051
Archford Capital Strategies
Illinois
$832K -$1.22M -34,407 -64%
ICG
1052
InterOcean Capital Group
Tennessee
$832K -$94.9K -2,682 -11%
GIM
1053
Greylin Investment Management
Virginia
$830K -$9.73K -275 -1%
EH
1054
Equitable Holdings
New York
$826K +$283K +7,990 +61%
BB
1055
Busey Bank
Illinois
$818K +$2.76K +78 +0.4%
MHS
1056
M Holdings Securities
Oregon
$817K +$33.7K +951 +5%
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
$814K +$109K +3,078 +17%
XS
1058
XR Securities
Illinois
$811K +$322K +9,088 +78%
AWMT
1059
AAFMAA Wealth Management & Trust
North Carolina
$810K -$3.9M -110,159 -84%
JGGDR
1060
JGP Global Gestao de Recursos
Brazil
$810K +$734K +20,744 New
DWA
1061
Douglass Winthrop Advisors
New York
$809K
IRC
1062
Investors Research Corp
Georgia
$806K +$29.7K +838 +4%
ZIC
1063
ZWJ Investment Counsel
Georgia
$803K +$160K +4,516 +28%
CRWM
1064
Castle Rock Wealth Management
California
$803K +$215K +6,063 +48%
SIA
1065
SkyView Investment Advisors
New Jersey
$800K +$7.58K +214 +1%
RCAG
1066
Rehmann Capital Advisory Group
Michigan
$799K +$15.2K +429 +2%
PA
1067
Parallel Advisors
California
$791K +$104K +2,928 +17%
Kovitz Investment Group Partners
1068
Kovitz Investment Group Partners
Illinois
$790K -$1.18M -33,430 -62%
SM
1069
Salzhauer Michael
$788K +$250K +7,067 +54%
IC
1070
Intersect Capital
California
$786K -$4.35K -123 -0.6%
FSA
1071
Franklin Street Advisors
North Carolina
$785K
SIC
1072
Salem Investment Counselors
North Carolina
$784K +$200K +5,646 +39%
BOC
1073
Barbara Oil Co
Illinois
$781K
HA
1074
Harbor Advisors
Florida
$781K
LCM
1075
Logan Capital Management
Pennsylvania
$781K +$111K +3,123 +19%