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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1251
Fort Sheridan Advisors
Illinois
$488K +$97.6K +2,756 +28%
PWM
1252
Purus Wealth Management
California
$487K +$1.17K +33 +0.3%
SFA
1253
Sequoia Financial Advisors
Ohio
$487K +$19.5K +550 +5%
CA
1254
Claro Advisors
Massachusetts
$487K +$45.2K +1,277 +11%
CG
1255
Cutler Group
California
$485K -$1.87M -52,900 -81%
OPCM
1256
Osborne Partners Capital Management
California
$482K -$1.39M -39,240 -76%
MWM
1257
MorganRosel Wealth Management
Colorado
$482K +$195K +5,502 +80%
GWS
1258
Glassman Wealth Services
Virginia
$481K +$14.7K +414 +3%
GSC
1259
G&S Capital
Colorado
$480K -$39.8K -1,125 -8%
DBIA
1260
Dumont & Blake Investment Advisors
New Jersey
$479K -$7.96K -225 -2%
GSEP
1261
Golden State Equity Partners
California
$476K -$89.4K -2,524 -17%
PCM
1262
Penserra Capital Management
California
$474K +$94.6K +2,672 +28%
FHA
1263
Flagship Harbor Advisors
Massachusetts
$473K +$25.4K +718 +6%
BMC
1264
Beaton Management Company
Massachusetts
$472K -$77.9K -2,200 -15%
AMIM
1265
Aull & Monroe Investment Management
Alabama
$472K
MBT
1266
Montecito Bank & Trust
California
$471K -$28.6K -808 -6%
CA
1267
Cambridge Advisors
Nebraska
$471K +$35 +1 +0%
BP
1268
Ballentine Partners
Massachusetts
$469K +$124K +3,491 +41%
BCA
1269
Bay Colony Advisors
Massachusetts
$467K +$32.6K +922 +8%
DLA
1270
Douglas Lane & Associates
New York
$466K -$885 -25 -0.2%
JIC
1271
Johnson Investment Counsel
Ohio
$465K -$20K -565 -5%
HH
1272
HWG Holdings
Texas
$465K +$422K +11,911 New
PCI
1273
Pacifica Capital Investments
Texas
$462K +$17.7K +500 +4%
MWM
1274
Madison Wealth Management
Ohio
$461K -$972K -27,448 -70%
CW
1275
CreativeOne Wealth
Kansas
$460K +$122K +3,433 +41%