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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
1326
Aull & Monroe Investment Management
Alabama
$370K -$38.6K -907 -7%
TH
1327
TCTC Holdings
Texas
$370K
CAW
1328
Cornerstone Advisors (Washington)
Washington
$369K +$51.6K +1,214 +10%
BFO
1329
Biltmore Family Office
North Carolina
$368K -$98.5K -2,317 -15%
SMC
1330
Smith, Moore & Co
Missouri
$368K -$48.2K -1,133 -8%
MW
1331
Marcum Wealth
Ohio
$367K +$221K +5,197 +68%
BP
1332
BBR Partners
New York
$366K -$220K -5,175 -29%
TL
1333
TrueWealth LLC
Georgia
$364K +$20.4K +479 +4%
PCS
1334
Personal CFO Solutions
New Jersey
$364K +$157K +3,684 +41%
CST
1335
Charles Schwab Trust
Nevada
$363K -$365K -8,576 -40%
BTW
1336
Boston Trust Walden
Massachusetts
$361K -$237K -5,566 -31%
AFP
1337
Ausdal Financial Partners
Iowa
$361K +$22.4K +527 +4%
Koshinski Asset Management
1338
Koshinski Asset Management
Illinois
$360K -$14.5K -342 -3%
DBIA
1339
Dumont & Blake Investment Advisors
New Jersey
$360K -$5.74K -135 -1%
AP
1340
Atwood & Palmer
Missouri
$358K +$37.6K +884 +8%
AIC
1341
Ameritas Investment Company
Nebraska
$358K +$88.2K +2,074 +20%
PP
1342
Pegasus Partners
Wisconsin
$357K +$88.6K +2,084 +20%
DI
1343
Diligent Investors
California
$355K -$7.91K -186 -1%
PTP
1344
Platform Technology Partners
New York
$355K +$187K +4,394 +55%
DWA
1345
Divergent Wealth Advisors
Utah
$354K -$51.9K -1,221 -9%
CBA
1346
Coastal Bridge Advisors
Connecticut
$354K +$88K +2,069 +20%
BAM
1347
Barrett Asset Management
New York
$353K -$10.6K -250 -2%
TA
1348
Tiedemann Advisors
New York
$353K -$1.78K -42 -0.3%
ONST
1349
Old North State Trust
North Carolina
$352K -$6.08K -143 -1%
VVP
1350
Venture Visionary Partners
Ohio
$352K +$276K +6,498 +112%