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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1251
Sequoia Financial Advisors
Ohio
$841K +$260K +5,288 +44%
NSIM
1252
North Star Investment Management
Illinois
$837K -$18.6K -379 -2%
AIIMS
1253
Analyst IMS Investment Management Services
Israel
$836K -$2.9K -59 -0.3%
AWM
1254
Altavista Wealth Management
North Carolina
$834K -$100K -2,039 -11%
FCCM
1255
First City Capital Management
Georgia
$834K +$98 +2 +0%
AWM
1256
Aevitas Wealth Management
Massachusetts
$832K +$2.71K +55 +0.3%
WPC
1257
White Pine Capital
Minnesota
$828K +$2.46K +50 +0.3%
GWS
1258
Glassman Wealth Services
Virginia
$827K +$65.2K +1,326 +8%
PWP
1259
Personal Wealth Partners
Minnesota
$823K -$12.3K -250 -1%
GA
1260
Greytown Advisors
Florida
$822K
MWP
1261
MYCIO Wealth Partners
Pennsylvania
$817K -$138K -2,797 -14%
EAM
1262
Evanson Asset Management
California
$815K +$3.44K +70 +0.4%
WP
1263
WMS Partners
Maryland
$813K -$1.23M -25,029 -60%
VI
1264
Versor Investments
New York
$813K +$828K +16,829 New
FNBSF
1265
First National Bank Sioux Falls
South Dakota
$811K -$76.7K -1,560 -9%
JCM
1266
Jacobi Capital Management
Pennsylvania
$810K -$6.64K -135 -0.8%
ACM
1267
Allred Capital Management
Texas
$804K -$45.3K -922 -5%
S
1268
SimplyRich
California
$800K +$52.2K +1,062 +7%
HCM
1269
Hodges Capital Management
Texas
$799K -$138K -2,796 -14%
FPFS
1270
First Personal Financial Services
North Carolina
$799K +$13K +265 +2%
MBT
1271
Monroe Bank & Trust
Michigan
$797K +$59.5K +1,210 +8%
KMWM
1272
Keudell/Morrison Wealth Management
Oregon
$797K +$811K +16,486 New
VC
1273
Vicus Capital
Pennsylvania
$796K +$19.1K +388 +2%
LNB
1274
Ledyard National Bank
$792K -$126K -2,552 -13%
IIM
1275
Ipswich Investment Management
Massachusetts
$790K +$63.9K +1,300 +9%