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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NJBEST
1251
New Jersey Better Educational Savings Trust
New Jersey
$275K
PSC
1252
Prentiss Smith & Co
Vermont
$274K -$10.8K -440 -4%
CFA
1253
Capstone Financial Advisors
Illinois
$274K -$7.89K -320 -3%
CWM
1254
Cordatus Wealth Management
Pennsylvania
$274K +$287K +11,659 New
AIM
1255
Aspen Investment Management
Michigan
$273K -$345K -13,993 -55%
HFA
1256
HC Financial Advisors
California
$273K -$253K -10,285 -47%
BP
1257
BBR Partners
New York
$273K +$45.2K +1,835 +19%
GTAM
1258
Global Trust Asset Management
Florida
$271K +$49 +2 +0%
YWP
1259
YorkBridge Wealth Partners
New York
$270K -$108K -4,378 -28%
GWS
1260
Glassman Wealth Services
Virginia
$270K -$53.8K -2,184 -16%
RCG
1261
Rock Creek Group
District of Columbia
$270K -$10.1K -411 -3%
BTW
1262
Boston Trust Walden
Massachusetts
$270K -$1.23K -50 -0.4%
S
1263
Surevest
California
$269K
CAM
1264
Columbia Asset Management
Michigan
$268K -$150K -6,075 -35%
AWS
1265
AJ Wealth Strategies
New York
$267K -$92.9K -3,771 -25%
LWM
1266
Liberty Wealth Management
California
$267K +$280K +11,353 New
LA
1267
Lynch & Associates
Indiana
$266K -$3.05M -123,604 -92%
PCI
1268
Pacifica Capital Investments
Texas
$266K
MBTD
1269
Mechanics Bank - Trust Department
California
$262K -$99.7K -4,045 -27%
PTP
1270
Platform Technology Partners
New York
$262K -$44.1K -1,788 -14%
Vanguard Personalized Indexing Management
1271
Vanguard Personalized Indexing Management
California
$262K +$14K +569 +5%
MCCP
1272
Mission Creek Capital Partners
California
$260K -$89.2K -3,619 -25%
HT
1273
HighTower Trust
Texas
$259K -$376K -15,252 -58%
CWP
1274
Capital Wealth Planning
Florida
$259K -$57.5K -2,334 -18%
CCG
1275
Ceeto Capital Group
Florida
$259K