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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1351
Meeder Asset Management
Ohio
$649K -$8.76M -178,064 -93%
AP
1352
Atwood & Palmer
Missouri
$646K
TFO
1353
Tarbox Family Office
California
$642K -$787 -16 -0.1%
PWPS
1354
Pinnacle Wealth Planning Services
Ohio
$640K +$168K +3,418 +35%
IWM
1355
IHT Wealth Management
Illinois
$637K -$81.3K -1,654 -11%
PFO
1356
Pathstone Family Office
New Jersey
$635K +$542K +11,017 +507%
KJHP
1357
K.J. Harrison & Partners
Ontario, Canada
$633K -$320K -6,500 -33%
LJAC
1358
L.J. Altfest & Co
New York
$632K -$1.38K -28 -0.2%
CAM
1359
Columbia Asset Management
Michigan
$631K +$6.05K +123 +1%
JHCP
1360
Jackson Hole Capital Partners
Oklahoma
$630K +$19.7K +400 +3%
Koshinski Asset Management
1361
Koshinski Asset Management
Illinois
$629K -$944K -19,186 -60%
PCM
1362
Prelude Capital Management
New York
$625K +$636K +12,933 New
AF
1363
Arrow Financial
New York
$624K -$9.84K -200 -2%
NERM
1364
New England Research & Management
Illinois
$618K +$630K +12,800 New
SAM
1365
Summit Asset Management
Tennessee
$617K +$82.9K +1,685 +15%
ADL
1366
Asset Dedication LLC
California
$617K +$144K +2,933 +29%
CCA
1367
Cobblestone Capital Advisors
New York
$616K -$167K -3,386 -21%
SMG
1368
Spectrum Management Group
Indiana
$616K +$17.5K +355 +3%
GHAM
1369
Gilman Hill Asset Management
Connecticut
$616K +$96.9K +1,970 +18%
TMAM
1370
Tokio Marine Asset Management
Japan
$613K +$61.9K +1,258 +11%
PGIM
1371
Pacific Global Investment Management
California
$612K +$738 +15 +0.1%
FMB
1372
Field & Main Bank
Kentucky
$611K +$622K +12,655 New
CFG
1373
Cooper Financial Group
California
$609K +$29K +590 +5%
LOAMS
1374
Lombard Odier Asset Management (Switzerland)
Switzerland
$608K
IFWM
1375
Institute for Wealth Management
Colorado
$608K +$619K +12,576 New