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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1351
Divergent Wealth Advisors
Utah
$791K -$2.84K -53 -0.4%
OPTFSNA
1352
Old Point Trust & Financial Services N A
Virginia
$790K -$258K -4,821 -25%
JFA
1353
JNBA Financial Advisors
Minnesota
$790K
MAM
1354
Martingale Asset Management
Massachusetts
$784K -$512K -9,557 -40%
TWA
1355
TCI Wealth Advisors
Arizona
$784K -$10.2K -191 -1%
AWM
1356
Aries Wealth Management
Maine
$783K
PSC
1357
Prentiss Smith & Co
Vermont
$781K -$290K -5,420 -28%
IC
1358
InterOcean Capital
Illinois
$780K +$271K +5,050 +56%
RMAM
1359
Raab & Moskowitz Asset Management
New Jersey
$778K -$55.8K -1,042 -7%
TFS
1360
TrustCore Financial Services
Tennessee
$776K +$22.9K +428 +3%
SWP
1361
Strategic Wealth Partners
Ohio
$773K -$966K -18,023 -56%
HI
1362
Horizon Investments
North Carolina
$773K -$60K -1,120 -7%
LJAC
1363
L.J. Altfest & Co
New York
$771K -$134K -2,499 -15%
Nuveen Fund Advisors
1364
Nuveen Fund Advisors
Illinois
$770K -$233K -4,356 -24%
AF
1365
Arrow Financial
New York
$767K -$74.4K -1,389 -9%
MA
1366
Marshwinds Advisory
Georgia
$766K +$741K +13,822 New
CAMG
1367
CWA Asset Management Group
Florida
$764K -$2.91M -54,382 -80%
RIM
1368
Regent Investment Management
Kentucky
$762K -$5.36K -100 -0.7%
HKIM
1369
Hayek Kallen Investment Management
Alabama
$760K -$31.7K -592 -4%
BO
1370
Bank OZK
Arkansas
$757K -$192K -3,583 -21%
LCM
1371
Liberty Capital Management
Michigan
$755K
SMG
1372
Spectrum Management Group
Indiana
$752K
CA
1373
CapWealth Advisors
Tennessee
$751K +$8.04K +150 +1%
KWA
1374
KCS Wealth Advisory
California
$750K +$54.4K +1,016 +8%
AP
1375
Atwood & Palmer
Missouri
$749K -$416K -7,772 -37%