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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1301
Pointe Capital Management
Michigan
$895K
AW
1302
Alteri Wealth
California
$893K +$379K +5,053 +68%
CAG
1303
Csenge Advisory Group
Florida
$893K -$206K -2,738 -17%
BFG
1304
Berger Financial Group
Minnesota
$890K +$12.5K +167 +1%
PFSC
1305
Peoples Financial Services Corp
Pennsylvania
$887K
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$885K +$47.2K +629 +5%
MIA
1307
MeadowBrook Investment Advisors
Michigan
$883K -$10.1K -135 -1%
Kayne Anderson Rudnick Investment Management
1308
Kayne Anderson Rudnick Investment Management
California
$878K +$564K +7,516 +159%
CT
1309
Chicago Trust
Illinois
$878K +$4.5K +60 +0.5%
NWM
1310
Northwest Wealth Management
Iowa
$878K -$197K -2,622 -18%
MIFH
1311
Migdal Insurance & Financial Holdings
Israel
$874K -$247K -3,294 -21%
SYBT
1312
Stock Yards Bank & Trust
Kentucky
$874K -$2.18K -29 -0.2%
HIA
1313
Harbor Investment Advisory
Maryland
$873K +$13.5K +180 +2%
KMWM
1314
Keudell/Morrison Wealth Management
Oregon
$870K +$51.4K +685 +6%
CIC
1315
Chilton Investment Company
Connecticut
$868K
HCP
1316
Hardin Capital Partners
South Carolina
$867K -$335K -4,465 -27%
CAMV
1317
Concord Asset Management (Virginia)
Virginia
$867K +$453K +6,034 +90%
CIG
1318
Cullen Investment Group
Louisiana
$866K -$86.6K -1,154 -9%
AFP
1319
Ausdal Financial Partners
Iowa
$863K +$190K +2,533 +27%
Members Trust
1320
Members Trust
Florida
$863K -$30.9K -412 -3%
WP
1321
Wealthspan Partners
Iowa
$862K -$37.8K -504 -4%
PCS
1322
Personal CFO Solutions
New Jersey
$858K +$20.8K +277 +2%
WIM
1323
Wittenberg Investment Management
Massachusetts
$856K -$3.04M -40,529 -77%
WAP
1324
Wealthcare Advisory Partners
Pennsylvania
$855K -$19.1K -255 -2%
WBCM
1325
Wilson & Boucher Capital Management
California
$854K -$75.1K -1,000 -8%