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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
1376
Harbor Investment Advisory
Maryland
$437K +$7.79K +176 +2%
ATFA
1377
All Terrain Financial Advisors
Minnesota
$437K -$26.8K -606 -5%
RMDI
1378
R.M. Davis Inc
Maine
$437K -$94.5K -2,136 -17%
CBA
1379
Coastal Bridge Advisors
Connecticut
$436K +$8.85K +200 +2%
FDS
1380
First Dallas Securities
Texas
$436K -$22.1K -500 -5%
FFM
1381
Flagstone Financial Management
Nebraska
$436K +$467K +10,553 New
PCA
1382
Providence Capital Advisors
North Carolina
$434K -$6.82K -154 -1%
CS
1383
Capital Square
Tennessee
$434K -$1.77M -40,000 -79%
PCGDR
1384
Pangea Capital Gestao de Recursos
$434K +$465K +10,500 New
PCM
1385
Prelude Capital Management
New York
$433K -$2.6M -58,675 -85%
DFG
1386
Delta Financial Group
New Jersey
$432K +$466K +10,522 New
TFO
1387
Tarbox Family Office
California
$430K -$44 -1 -0%
CIC
1388
Crawford Investment Counsel
Georgia
$429K +$97.5K +2,203 +27%
LOAMS
1389
Lombard Odier Asset Management (Switzerland)
Switzerland
$428K +$196K +4,439 +75%
MCC
1390
Money Concepts Capital
Florida
$427K +$431K +9,733 +1,606%
FPCP
1391
Fort Point Capital Partners
California
$427K -$320K -7,220 -41%
WBC
1392
West Branch Capital
Massachusetts
$426K +$133 +3 +0%
SIM
1393
SSI Investment Management
California
$425K -$354 -8 -0.1%
AIM
1394
Athena Investment Management
California
$424K -$5.31K -120 -1%
SC
1395
Steph & Co
Wisconsin
$423K
CIS
1396
Capital International Sarl
California
$423K +$453K +10,236 New
GCP
1397
GSA Capital Partners
United Kingdom
$422K +$452K +10,220 New
HWA
1398
HCR Wealth Advisors
California
$422K
AS
1399
AM Squared
Hong Kong
$421K +$451K +10,200 New
JSW
1400
Journey Strategic Wealth
New Jersey
$420K -$225K -5,091 -33%