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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1101
Insigneo Advisory Services
Florida
$1.81M -$165K -1,904 -9%
CI
1102
CX Institutional
Indiana
$1.81M -$84.8K -977 -5%
HFM
1103
Hartford Funds Management
Pennsylvania
$1.81M -$34.4K -396 -2%
AA
1104
Armis Advisers
Georgia
$1.8M -$20.8K -240 -1%
SCM
1105
SCS Capital Management
Massachusetts
$1.8M +$201K +2,320 +14%
RA
1106
Ransom Advisory
Rhode Island
$1.8M -$109K -1,250 -6%
IA
1107
Integrity Alliance
Iowa
$1.79M +$203K +2,343 +14%
TCP
1108
TMB Capital Partners
Arkansas
$1.79M +$1.66M +19,159 New
LCM
1109
Lazari Capital Management
California
$1.78M +$955 +11 +0.1%
Financial Engines Advisors
1110
Financial Engines Advisors
California
$1.77M +$150K +1,733 +10%
IIC
1111
Integrated Investment Consultants
Michigan
$1.76M +$808K +9,303 +97%
BAM
1112
Belpointe Asset Management
Nevada
$1.75M -$103K -1,191 -6%
MEAC
1113
M.E. Allison & Co
Texas
$1.75M +$174 +2 +0%
WBWA
1114
William B. Walkup & Associates
South Carolina
$1.75M +$11.2K +129 +0.7%
KFSC
1115
Keystone Financial Services (Colorado)
Colorado
$1.75M -$6.6K -76 -0.4%
JCM
1116
Jacobi Capital Management
Pennsylvania
$1.74M +$27.7K +319 +2%
TCWA
1117
Turtle Creek Wealth Advisors
Texas
$1.74M +$405K +4,666 +33%
GWM
1118
Gibbs Wealth Management
Georgia
$1.73M -$132K -1,523 -8%
STS
1119
SG Trading Solutions
Utah
$1.73M +$1.61M +18,593 New
RPCONE
1120
Retirement Planning Company of New England
Rhode Island
$1.73M -$7.55K -87 -0.5%
FA
1121
Fiduciary Alliance
South Carolina
$1.72M +$995K +11,456 +165%
DWA
1122
Delap Wealth Advisory
Oregon
$1.72M +$36.2K +417 +2%
BP
1123
BNP Paribas
France
$1.71M +$1.52M +17,473 +1,893%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$1.71M +$38K +438 +2%
GWM
1125
Gilpin Wealth Management
Colorado
$1.7M +$1.59M +18,266 New