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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1301
Axiom Financial Strategies
Indiana
$594K +$98 +2 +0%
DCM
1302
Donaldson Capital Management
Indiana
$594K +$10.6K +215 +2%
FCI
1303
Financial Counselors Inc
Kansas
$593K -$511K -10,386 -46%
GLA
1304
Good Life Advisors
Pennsylvania
$593K -$11.4K -231 -2%
T
1305
TOBAM
France
$591K -$90.2K -1,833 -13%
LG
1306
Leuthold Group
Minnesota
$591K +$377K +7,666 +165%
CT
1307
Caldwell Trust
Florida
$590K
ISB
1308
Iowa State Bank
Iowa
$589K -$66.5K -1,350 -10%
LWM
1309
Liberty Wealth Management
California
$589K -$5.07K -103 -0.8%
WBC
1310
West Branch Capital
Massachusetts
$588K +$34.3K +697 +6%
VC
1311
Vicus Capital
Pennsylvania
$587K +$153K +3,106 +42%
WA
1312
Wealth Alliance
New York
$585K +$9.99K +203 +2%
DCM
1313
Deuterium Capital Management
Florida
$584K +$600K +12,180 New
TIM
1314
Total Investment Management
Arizona
$582K +$597K +12,126 New
HCP
1315
Hexagon Capital Partners
Arkansas
$581K -$9.99K -203 -2%
CCA
1316
Childress Capital Advisors
Texas
$578K -$134K -2,718 -18%
AGM
1317
Alpine Global Management
New York
$578K +$593K +12,053 New
PWW
1318
Pettyjohn Wood & White
Virginia
$575K -$41.8K -850 -7%
DBIA
1319
Dumont & Blake Investment Advisors
New Jersey
$575K -$9.3K -189 -2%
CA
1320
Cambridge Advisors
Nebraska
$574K -$4.87K -99 -0.8%
HMS
1321
Hanseatic Management Services
New Mexico
$574K +$19.7K +401 +3%
IWM
1322
IHT Wealth Management
Illinois
$573K -$101K -2,043 -15%
PWMG
1323
Pinnacle Wealth Management Group
Michigan
$571K -$49.2K -1,000 -8%
9WM
1324
9258 Wealth Management
Ohio
$570K +$77K +1,563 +15%
SAM
1325
Summit Asset Management
Tennessee
$569K -$7.58K -154 -1%