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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1176
Joel Isaacson & Co
New York
$427K +$1.14K +44 +0.3%
T
1177
TOBAM
France
$427K +$22.6K +874 +7%
TCOV
1178
Trust Company of Vermont
Vermont
$426K -$383K -14,785 -51%
LSAG
1179
Lake Street Advisors Group
New Hampshire
$426K +$90.8K +3,508 +33%
IAN
1180
Integrated Advisors Network
Texas
$425K -$154K -5,939 -30%
CC
1181
Cannell & Co
New York
$422K
APA
1182
Allegiant Private Advisors
Florida
$421K +$361K +13,953 New
SHJ
1183
Sharkey, Howes & Javer
Colorado
$420K -$52 -2 -0%
Vanguard Personalized Indexing Management
1184
Vanguard Personalized Indexing Management
California
$420K +$70.9K +2,738 +25%
DP
1185
Denver PWM
Colorado
$419K +$2.59K +100 +0.7%
SAM
1186
Sawgrass Asset Management
Florida
$417K
KA
1187
Kovack Advisors
Florida
$416K +$34.2K +1,322 +11%
SWM
1188
Shakespeare Wealth Management
Wisconsin
$414K -$259K -9,988 -42%
WLPWM
1189
Walled Lake Planning & Wealth Management
Illinois
$412K
OWP
1190
Obermeyer Wealth Partners
Colorado
$411K -$267K -10,330 -43%
JWA
1191
JFS Wealth Advisors
Pennsylvania
$410K
SN
1192
Sittner & Nelson
Oregon
$410K +$351K +13,573 New
FNBT
1193
FineMark National Bank & Trust
Florida
$408K -$60.8K -2,350 -15%
CL
1194
COWA LLC
Oklahoma
$408K +$311K +12,000 New
SAM
1195
Summit Asset Management
Tennessee
$406K -$48.3K -1,867 -12%
TCPWM
1196
Traverso Chambers Private Wealth Management
California
$406K -$11.6K -449 -3%
HH
1197
Hilltop Holdings
Texas
$405K -$192K -7,409 -36%
CCG
1198
Cypress Capital Group
Florida
$405K -$777 -30 -0.2%
GSC
1199
G&S Capital
Colorado
$405K +$518 +20 +0.1%
MAFM
1200
Mid Atlantic Financial Management
Pennsylvania
$404K -$77.7K -3,002 -18%