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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1326
Keystone Financial Group (Kentucky)
Kentucky
$470K +$47.2K +1,058 +11%
PTP
1327
Platform Technology Partners
New York
$469K +$462K +10,355 New
MCCP
1328
Mission Creek Capital Partners
California
$467K -$4.24K -95 -0.9%
HWA
1329
HCR Wealth Advisors
California
$465K +$86.1K +1,928 +23%
SC
1330
Steph & Co
Wisconsin
$464K
GIM
1331
Greylin Investment Management
Virginia
$463K -$492K -11,025 -52%
DCM
1332
Donaldson Capital Management
Indiana
$463K -$14.3K -320 -3%
WSTAM
1333
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$111K +2,486 +32%
AP
1334
Atwood & Palmer
Missouri
$462K -$38K -850 -8%
PAIM
1335
Punch & Associates Investment Management
Minnesota
$460K
LA
1336
Lynch & Associates
Indiana
$459K -$27.3K -612 -6%
MYIA
1337
Mount Yale Investment Advisors
Colorado
$457K +$450K +10,084 New
9WM
1338
9258 Wealth Management
Ohio
$452K +$27.2K +610 +7%
ZIG
1339
Zuckerman Investment Group
Illinois
$451K
JPG
1340
Jordan Park Group
California
$451K +$445K +9,968 New
BP
1341
Ballentine Partners
Massachusetts
$450K -$91.5K -2,049 -17%
KPW
1342
Kore Private Wealth
New York
$449K +$43.2K +968 +11%
CT
1343
Caldwell Trust
Florida
$448K -$11.2K -250 -2%
CL
1344
COWA LLC
Oklahoma
$448K -$121K -2,700 -21%
QCM
1345
Quantinno Capital Management
New York
$448K
PA
1346
PSI Advisors
Florida
$447K -$236K -5,274 -35%
HCM
1347
Hollencrest Capital Management
California
$447K
AIM
1348
Anchor Investment Management
South Carolina
$447K +$83.9K +1,880 +24%
PPP
1349
Private Portfolio Partners
New Jersey
$446K -$2.68K -60 -0.6%
QFA
1350
Quattro Financial Advisors
Texas
$445K -$2.45M -54,890 -85%