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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
UR
1201
USCA RIA
Texas
$1.46M +$10.3K +185 +0.7%
WCM
1202
Wunderlich Capital Managemnt
Tennessee
$1.46M -$16.6K -298 -1%
LIM
1203
Loudon Investment Management
New Hampshire
$1.45M +$27.9K +500 +2%
MBT
1204
Montecito Bank & Trust
California
$1.44M
CCS
1205
Crosspoint Capital Strategies
California
$1.44M +$197K +3,537 +16%
MIC
1206
MU Investments Company
Japan
$1.44M -$39K -700 -3%
DBIA
1207
Dumont & Blake Investment Advisors
New Jersey
$1.43M +$112 +2 +0%
WAS
1208
Winch Advisory Services
Wisconsin
$1.43M +$1.27M +22,724 +850%
PC
1209
Palo Capital
California
$1.43M +$24.8K +445 +2%
RWA
1210
River Wealth Advisors
Pennsylvania
$1.42M -$50.2K -900 -3%
C
1211
CFO4Life
Texas
$1.42M +$19.4K +348 +1%
MIAN
1212
Mariner Independent Advisor Network
Kansas
$1.41M +$119K +2,130 +9%
HIC
1213
Holderness Investments Company
North Carolina
$1.41M +$117K +2,101 +9%
AAP
1214
Ardsley Advisory Partners
Connecticut
$1.41M +$1.39M +25,000 New
PFM
1215
Parsec Financial Management
North Carolina
$1.4M +$30.7K +550 +2%
ANBT
1216
American National Bank & Trust
Texas
$1.4M -$28.9K -519 -2%
PFSC
1217
Peoples Financial Services Corp
Pennsylvania
$1.4M +$63.7K +1,142 +5%
MMPW
1218
Mitchell McLeod Pugh & Williams
Alabama
$1.39M
WIS
1219
Wright Investors Service
Connecticut
$1.39M -$60.4K -1,084 -4%
DIS
1220
Diversified Investment Strategies
Louisiana
$1.39M
Jane Street
1221
Jane Street
New York
$1.39M -$3.86M -69,269 -74%
CIC
1222
Crawford Investment Counsel
Georgia
$1.38M -$88.6K -1,590 -6%
HT
1223
HighTower Trust
Texas
$1.38M -$128K -2,302 -9%
ICAS
1224
Investors Capital Advisory Services
Massachusetts
$1.38M -$35.9K -644 -3%
NIMI
1225
Natixis Investment Managers International
France
$1.37M -$32K -574 -2%