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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1201
Keudell/Morrison Wealth Management
Oregon
$848K -$21.6K -459 -3%
EAM
1202
Evanson Asset Management
California
$847K +$94 +2 +0%
GSC
1203
G&S Capital
Colorado
$845K
SFA
1204
Sequoia Financial Advisors
Ohio
$843K -$99.8K -2,119 -11%
JCM
1205
Janney Capital Management
Pennsylvania
$843K +$297K +6,298 +60%
AIIMS
1206
Analyst IMS Investment Management Services
Israel
$842K -$53K -1,124 -6%
ISL
1207
Ingalls & Snyder LLC
New York
$840K +$149K +3,170 +24%
DT
1208
Diversified Trust
Tennessee
$832K -$40.9K -868 -5%
WSTAM
1209
Wilbanks Smith & Thomas Asset Management
Virginia
$831K -$356K -7,549 -31%
FRA
1210
Front Row Advisors
California
$830K +$6.59K +140 +0.9%
CC
1211
Chicago Capital
Illinois
$827K +$58.9K +1,250 +8%
TAIM
1212
TD Ameritrade Investment Management
Nebraska
$826K +$122K +2,581 +19%
FPFS
1213
First Personal Financial Services
North Carolina
$825K -$23K -489 -3%
FNBSF
1214
First National Bank Sioux Falls
South Dakota
$821K -$23.8K -506 -3%
NWP
1215
Northstar Wealth Partners
Connecticut
$814K -$30.1K -638 -4%
IA
1216
IFG Advisory
Georgia
$812K -$417K -8,854 -35%
CI
1217
Clal Insurance
Israel
$807K
NJBEST
1218
New Jersey Better Educational Savings Trust
New Jersey
$807K
VC
1219
Vicus Capital
Pennsylvania
$805K +$26.5K +562 +4%
AAP
1220
Arax Advisory Partners
Colorado
$803K +$36.9K +784 +5%
RCM
1221
Requisite Capital Management
Texas
$802K
BCM
1222
BTR Capital Management
California
$802K +$11.5K +244 +2%
AWM
1223
Altavista Wealth Management
North Carolina
$801K +$12.6K +268 +2%
PWAP
1224
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$798K -$228K -4,831 -23%
IIM
1225
Ipswich Investment Management
Massachusetts
$795K -$2.35K -50 -0.3%