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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1251
Beacon Financial Advisory
Ohio
$864K +$842K +16,068 New
Two Sigma Investments
1252
Two Sigma Investments
New York
$863K -$45.2M -862,327 -98%
HSA
1253
HBK Sorce Advisory
Pennsylvania
$857K -$145K -2,761 -15%
ADL
1254
Asset Dedication LLC
California
$857K +$19.4K +371 +2%
S
1255
SimplyRich
California
$857K +$31K +592 +4%
FCFC
1256
First Citizens Financial Corp
Iowa
$857K +$834K +15,928 New
RCM
1257
Requisite Capital Management
Texas
$856K
WSTAM
1258
Wilbanks Smith & Thomas Asset Management
Virginia
$855K -$30.3K -578 -4%
CPIG
1259
Chicago Partners Investment Group
Illinois
$854K -$48K -917 -5%
SIC
1260
Shoker Investment Counsel
Ohio
$848K +$25K +478 +3%
BIC
1261
Beach Investment Counsel
Pennsylvania
$847K
IIM
1262
Ipswich Investment Management
Massachusetts
$847K
MC
1263
Middleton & Co
Massachusetts
$845K -$62.7K -1,198 -7%
EF
1264
Empirical Finance
Pennsylvania
$843K +$289K +5,509 +54%
GP
1265
Girard Partners
Pennsylvania
$840K -$81.8K -1,561 -9%
RDWM
1266
Red Door Wealth Management
Tennessee
$840K +$894K +17,068 New
BCM
1267
BTR Capital Management
California
$838K -$17.2K -328 -2%
BIAS
1268
Beacon Investment Advisory Services
New Jersey
$830K +$197K +3,758 +32%
AWM
1269
Altavista Wealth Management
North Carolina
$826K -$26.7K -510 -3%
MAA
1270
Mraz Amerine & Associates
California
$825K
IA
1271
IFP Advisors
Florida
$823K -$468K -8,930 -37%
ISL
1272
Ingalls & Snyder LLC
New York
$820K -$74.2K -1,417 -9%
CA
1273
Calton & Associates
Florida
$820K +$76.3K +1,457 +11%
IIC
1274
Ironwood Investment Counsel
Arizona
$817K +$32.7K +625 +4%
BFO
1275
Biltmore Family Office
North Carolina
$815K +$129K +2,458 +19%