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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1351
Tiedemann Advisors
New York
$735K -$49K -859 -6%
EA
1352
Elm Advisors
California
$730K +$571K +10,000 +257%
WWM
1353
Windsor Wealth Management
Indiana
$729K +$235K +4,119 +42%
LJAC
1354
L.J. Altfest & Co
New York
$728K -$2.74K -48 -0.3%
AF
1355
Arrow Financial
New York
$728K
OCM
1356
Osterweis Capital Management
California
$726K +$60.1K +1,052 +8%
PWPS
1357
Pinnacle Wealth Planning Services
Ohio
$723K +$71K +1,243 +10%
RIM
1358
Regent Investment Management
Kentucky
$718K -$5.71K -100 -0.7%
AWM
1359
Aries Wealth Management
Maine
$718K
PSC
1360
Prentiss Smith & Co
Vermont
$717K -$26.3K -460 -3%
IWA
1361
Intercontinental Wealth Advisors
Texas
$716K +$12.2K +214 +2%
SMG
1362
Spectrum Management Group
Indiana
$713K
CA
1363
CapWealth Advisors
Tennessee
$712K
LG
1364
LaFleur & Godfrey
Michigan
$712K +$236K +4,130 +44%
FCIM
1365
Fairview Capital Investment Management
California
$710K
RWM
1366
Ritholtz Wealth Management
New York
$708K -$226K -3,964 -23%
CGL
1367
Clarius Group LLC
Washington
$706K +$150K +2,628 +24%
TFO
1368
Tarbox Family Office
California
$705K
AP
1369
Atwood & Palmer
Missouri
$703K -$7.31K -128 -0.9%
GFP
1370
Gryphon Financial Partners
Ohio
$700K +$335K +5,873 +79%
CI
1371
Capital International
California
$699K
PAI
1372
Pittenger & Anderson Inc
Nebraska
$699K
HF
1373
HRT Financial
New York
$699K +$116K +2,024 +18%
LCM
1374
Leisure Capital Management
California
$697K
SWP
1375
Strategic Wealth Partners
Ohio
$694K -$42.5K -745 -5%