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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1126
Garrison Point Advisors
California
$1.46M
GS
1127
GTS Securities
Florida
$1.46M +$402K +4,959 +40%
SAG
1128
SageView Advisory Group
California
$1.46M +$173K +2,130 +14%
MT
1129
Midwest Trust
Kansas
$1.46M +$65.3K +805 +5%
DWA
1130
Delap Wealth Advisory
Oregon
$1.45M +$52.7K +650 +4%
TFA
1131
Transamerica Financial Advisors
Florida
$1.45M +$700K +8,628 +99%
PIM
1132
Penobscot Investment Management
Massachusetts
$1.45M -$24.3K -300 -2%
AWM
1133
Arista Wealth Management
Nevada
$1.45M +$256K +3,154 +22%
Financial Engines Advisors
1134
Financial Engines Advisors
California
$1.45M +$202K +2,489 +17%
MSFS
1135
Main Street Financial Solutions
Pennsylvania
$1.44M +$260K +3,207 +23%
BCM
1136
Boltwood Capital Management
California
$1.44M +$21.1K +260 +2%
AA
1137
Alta Advisers
United Kingdom
$1.44M
CWM
1138
Cornerstone Wealth Management
Missouri
$1.44M +$207K +2,550 +17%
CWS
1139
Cypress Wealth Services
California
$1.44M +$68.8K +848 +5%
SI
1140
Severin Investments
Missouri
$1.44M +$1.62K +20 +0.1%
PW
1141
Potentia Wealth
California
$1.43M
AI
1142
Accredited Investors
Minnesota
$1.43M -$49.4K -609 -3%
CNBOF
1143
City National Bank of Florida
Florida
$1.42M +$30.5K +376 +2%
SCM
1144
SCS Capital Management
Massachusetts
$1.42M -$4.17M -51,477 -75%
IA
1145
Integrity Alliance
Iowa
$1.42M +$43.2K +533 +3%
LGA
1146
Lebenthal Global Advisors
New York
$1.41M +$35.6K +439 +3%
OPCM
1147
Osborne Partners Capital Management
California
$1.41M +$539K +6,650 +65%
HNB
1148
Hilltop National Bank
Wyoming
$1.41M
VWM
1149
Vivid Wealth Management
Iowa
$1.4M -$41K -506 -3%
ACS
1150
Archford Capital Strategies
Illinois
$1.4M -$751K -9,258 -36%