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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1176
Rathbones Group
United Kingdom
$851K
TCPWM
1177
Traverso Chambers Private Wealth Management
California
$850K +$11.3K +211 +1%
NIM
1178
Northeast Investment Management
Massachusetts
$849K +$147K +2,738 +19%
HBT
1179
Heartland Bank & Trust
Illinois
$846K -$224K -4,185 -19%
LCP
1180
Legacy Capital Partners
Wisconsin
$843K +$5.35K +100 +0.6%
PFM
1181
Parsec Financial Management
North Carolina
$841K +$104K +1,952 +13%
BP
1182
Ballentine Partners
Massachusetts
$838K +$172K +3,211 +23%
Koshinski Asset Management
1183
Koshinski Asset Management
Illinois
$837K -$46.6K -871 -5%
LAS
1184
LWM Advisory Services
Florida
$834K -$20.6K -384 -2%
XF
1185
XML Financial
Maryland
$834K +$3.75K +70 +0.4%
CC
1186
Chicago Capital
Illinois
$832K -$20.1K -375 -2%
MHS
1187
M Holdings Securities
Oregon
$829K +$915K +17,098 New
RIA
1188
Richwood Investment Advisors
Ohio
$828K -$5.35K -100 -0.6%
DAS
1189
Dynamic Advisor Solutions
Arizona
$827K +$184K +3,430 +25%
AC
1190
Abbrea Capital
California
$824K +$24.6K +460 +3%
LF
1191
Lantz Financial
Illinois
$824K +$30K +560 +3%
IIA
1192
IPG Investment Advisors
California
$823K -$158K -2,958 -15%
CRC
1193
Curi RMB Capital
Illinois
$823K -$32.1K -600 -3%
CAM
1194
CenterStar Asset Management
Illinois
$823K
CIA
1195
Cladis Investment Advisory
Montana
$813K -$48.2K -900 -5%
MA
1196
Mutual Advisors
Nebraska
$812K -$95.3K -1,781 -10%
ALAM
1197
Asahi Life Asset Management
Japan
$811K -$49.2K -920 -5%
HCM
1198
Hutner Capital Management
Vermont
$811K
VBFP
1199
Valtinson Bruner Financial Planning
Minnesota
$811K +$659K +12,304 +237%
GAG
1200
GM Advisory Group
New York
$810K +$2.46K +46 +0.3%