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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1351
BTR Capital Management
California
$542K -$75.8K -1,540 -12%
AWS
1352
AJ Wealth Strategies
New York
$542K +$295 +6 +0.1%
FAIM
1353
Financial Advocates Investment Management
Washington
$541K +$6.7K +136 +1%
RCM
1354
Radnor Capital Management
Pennsylvania
$541K +$555K +11,274 New
FNT
1355
First Nebraska Trust
Nebraska
$541K -$492 -10 -0.1%
VAM
1356
Vontobel Asset Management
New York
$540K -$10.2K -208 -2%
MWM
1357
Meridian Wealth Management
Kentucky
$536K -$118K -2,396 -18%
MAM
1358
McCarthy Asset Management
California
$532K -$51.5K -1,047 -9%
LCM
1359
Leisure Capital Management
California
$530K
PSC
1360
Prentiss Smith & Co
Vermont
$528K -$10.8K -219 -2%
FMC
1361
First Merchants Corp
Indiana
$528K -$3.3K -67 -0.6%
EF
1362
Exeter Financial
Arizona
$526K
SAM
1363
Selway Asset Management
$523K -$1.11M -22,500 -67%
DLA
1364
Douglas Lane & Associates
New York
$522K -$75.5K -1,534 -12%
BMC
1365
Beaton Management Company
Massachusetts
$522K -$24.6K -500 -4%
CIM
1366
Contravisory Investment Management
Massachusetts
$522K +$58.8K +1,195 +12%
JCM
1367
Jacobi Capital Management
Pennsylvania
$520K +$15.6K +317 +3%
SC
1368
Steph & Co
Wisconsin
$520K +$28.9K +586 +6%
BFA
1369
Bragg Financial Advisors
North Carolina
$519K
FWP
1370
FAS Wealth Partners
Kansas
$519K +$1.48K +30 +0.3%
VIM
1371
VELA Investment Management
Ohio
$519K +$533K +10,820 New
AC
1372
Annandale Capital
Texas
$518K +$197 +4 +0%
FCIM
1373
Fairview Capital Investment Management
California
$517K -$3.3K -67 -0.6%
OFG
1374
Oxford Financial Group
Indiana
$516K +$1.92K +39 +0.4%
WPW
1375
Waldron Private Wealth
Pennsylvania
$516K +$5.81K +118 +1%