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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1151
Chicago Capital
Illinois
$842K -$14.8K -300 -2%
Legacy Financial Group (Iowa)
1152
Legacy Financial Group (Iowa)
Iowa
$837K -$884K -17,963 Closed
CIP
1153
Convergence Investment Partners
Florida
$837K -$98 -2 -0%
FMLI
1154
Fukoku Mutual Life Insurance
Japan
$836K -$364K -7,390 -30%
TCPWM
1155
Traverso Chambers Private Wealth Management
California
$832K +$98 +2 +0%
LCP
1156
Legacy Capital Partners
Wisconsin
$830K +$54.9K +1,115 +7%
MCM
1157
Manchester Capital Management
Vermont
$827K -$35.1K -712 -4%
SIA
1158
Soltis Investment Advisors
Utah
$825K +$935 +19 +0.1%
RIA
1159
Richwood Investment Advisors
Ohio
$825K +$847K +17,195 New
CPM
1160
Connective Portfolio Management
New York
$824K +$846K +17,175 New
XF
1161
XML Financial
Maryland
$823K +$24.1K +490 +3%
PCA
1162
Personal Capital Advisors
California
$820K -$7.93K -161 -0.9%
BO
1163
BRR OpCo
Ohio
$819K -$51.3K -1,041 -6%
ACS
1164
Archford Capital Strategies
Illinois
$815K +$3.74K +76 +0.4%
CBA
1165
Coastal Bridge Advisors
Connecticut
$815K +$512K +10,396 +100%
WWM
1166
Western Wealth Management
Colorado
$813K +$838K +17,031 New
MCM
1167
Mainstay Capital Management
Michigan
$810K +$830K +16,862 New
PI
1168
Putnam Investments
Massachusetts
$809K -$32K -650 -4%
VIA
1169
Vident Investment Advisory
Georgia
$808K +$47.4K +962 +6%
HCM
1170
Hutner Capital Management
Vermont
$803K
HI
1171
HBK Investments
Texas
$801K +$469K +9,517 +133%
MPAM
1172
Murphy Pohlad Asset Management
Minnesota
$800K
GAG
1173
GM Advisory Group
New York
$799K +$5.17K +105 +0.6%
AP
1174
Adero Partners
California
$795K
AC
1175
Abbrea Capital
California
$794K +$65K +1,320 +9%