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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1076
Koshinski Asset Management
Illinois
$834K +$286K +6,171 +52%
Legacy Financial Group (Iowa)
1077
Legacy Financial Group (Iowa)
Iowa
$834K +$239K +5,154 +40%
P
1078
Pitcairn
Pennsylvania
$833K -$23.8K -515 -3%
MCM
1079
Manchester Capital Management
Vermont
$833K +$55.5K +1,200 +7%
CT
1080
Cambridge Trust
Massachusetts
$831K -$19.9K -431 -2%
DWA
1081
Douglass Winthrop Advisors
New York
$828K -$132K -2,855 -14%
CC
1082
Chicago Capital
Illinois
$828K
SFG
1083
Summit Financial Group
West Virginia
$826K
NIC
1084
Northwest Investment Counselors
Oregon
$815K -$380K -8,218 -32%
EFS
1085
Essex Financial Services
Connecticut
$815K +$7.96K +172 +1%
ESB
1086
Essex Savings Bank
Connecticut
$813K -$13.5K -292 -2%
NWS
1087
Newport Wealth Strategies
California
$813K +$2.41K +52 +0.3%
PI
1088
Putnam Investments
Massachusetts
$812K +$4.54K +98 +0.6%
ACA
1089
Atlas Capital Advisors
Wyoming
$811K +$617K +13,332 +322%
CIP
1090
Convergence Investment Partners
Florida
$810K -$244K -5,274 -23%
TCPWM
1091
Traverso Chambers Private Wealth Management
California
$804K +$46 +1 +0%
AF
1092
Advisornet Financial
Minnesota
$803K -$250K -5,407 -24%
KMWM
1093
Keudell/Morrison Wealth Management
Oregon
$802K -$72.9K -1,574 -8%
PCA
1094
Personal Capital Advisors
California
$802K +$8.7K +188 +1%
SC
1095
SouthState Corp
Florida
$800K -$21.3K -461 -3%
SIA
1096
Soltis Investment Advisors
Utah
$797K -$21.4K -462 -3%
GTCM
1097
Gyon Technologies Capital Management
New Jersey
$794K +$792K +17,106 New
ACS
1098
Archford Capital Strategies
Illinois
$784K +$55.2K +1,193 +8%
IAN
1099
Integrated Advisors Network
Texas
$781K -$67.9K -1,467 -8%
TFO
1100
Tarbox Family Office
California
$780K +$4.03K +87 +0.5%