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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1326
Marcum Wealth
Ohio
$442K +$37.7K +858 +8%
FNT
1327
First Nebraska Trust
Nebraska
$441K -$527 -12 -0.1%
BCM
1328
BTR Capital Management
California
$440K -$2.19K -50 -0.4%
PWPS
1329
Pinnacle Wealth Planning Services
Ohio
$438K -$211K -4,802 -30%
BMC
1330
Beaton Management Company
Massachusetts
$438K
RWA
1331
RGT Wealth Advisors
Texas
$435K -$109K -2,477 -18%
VAM
1332
Vontobel Asset Management
New York
$435K -$13.1K -298 -3%
FWP
1333
FAS Wealth Partners
Kansas
$435K +$27.6K +628 +6%
ZB
1334
Zions Bancorporation
Utah
$435K +$64.1K +1,460 +15%
IF
1335
Intrua Financial
Texas
$433K -$5.4K -123 -1%
CT
1336
Chicago Trust
Illinois
$432K -$129K -2,948 -21%
RCM
1337
Radnor Capital Management
Pennsylvania
$432K -$11K -251 -2%
PCM
1338
Pointe Capital Management
Michigan
$432K
9WM
1339
9258 Wealth Management
Ohio
$431K -$15.9K -362 -3%
WBC
1340
West Branch Capital
Massachusetts
$429K -$13.6K -310 -3%
5L
1341
55I LLC
Massachusetts
$429K +$199K +4,526 +70%
HSA
1342
HBK Sorce Advisory
Pennsylvania
$427K -$142K -3,246 -23%
MAM
1343
McCarthy Asset Management
California
$427K +$88 +2 +0%
VT
1344
Vise Technologies
New York
$426K +$234K +5,336 +96%
FDS
1345
First Dallas Securities
Texas
$425K +$43.9K +1,000 +10%
MCM
1346
Manchester Capital Management
Vermont
$424K -$301K -6,853 -39%
AC
1347
Annandale Capital
Texas
$423K +$307 +7 +0.1%
PCA
1348
Providence Capital Advisors
North Carolina
$422K -$527 -12 -0.1%
ET
1349
Equitable Trust
Tennessee
$419K -$93.3K -2,125 -17%
OFG
1350
Oxford Financial Group
Indiana
$418K -$4.39K -100 -0.9%