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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1376
Financial Engines Advisors
California
$484K +$52.9K +1,226 +14%
BFC
1377
Bedel Financial Consulting
Indiana
$483K +$1.08K +25 +0.3%
SFP
1378
Sweet Financial Partners
Minnesota
$482K -$1.99K -46 -0.5%
TAM
1379
Tocqueville Asset Management
New York
$481K -$42.5K -984 -9%
TCM
1380
Tributary Capital Management
Nebraska
$480K +$43.2K +1,000 +11%
SWM
1381
SilverOak Wealth Management
Minnesota
$477K +$418K +9,695 New
RCWM
1382
Royal Capital Wealth Management
Indiana
$476K +$690 +16 +0.2%
CCA
1383
Childress Capital Advisors
Texas
$475K +$33.8K +784 +9%
PL
1384
Plancorp LLC
Missouri
$473K +$18.5K +429 +5%
OL
1385
OneFund LLC
Florida
$473K +$414K +9,605 New
HFM
1386
Hartford Financial Management
Connecticut
$472K
AIM
1387
Aspen Investment Management
Michigan
$472K
MCM
1388
Monarch Capital Management
Indiana
$470K -$7.55K -175 -2%
CC
1389
Cannell & Co
New York
$470K
WB
1390
West Bancorporation
Iowa
$470K
VV
1391
Verity & Verity
South Carolina
$468K
WFI
1392
West Family Investments
California
$467K +$4.19K +97 +1%
EWA
1393
Exencial Wealth Advisors
Oklahoma
$466K +$33.7K +782 +9%
LW
1394
Linscomb Wealth
Texas
$466K +$30.9K +716 +8%
AP
1395
Atwood & Palmer
Missouri
$465K +$1.21K +28 +0.3%
SMA
1396
Sage Mountain Advisors
Georgia
$463K -$2.55K -59 -0.6%
WPA
1397
Winning Points Advisors
Florida
$463K +$17.3K +400 +4%
FWP
1398
FAS Wealth Partners
Kansas
$462K +$41.7K +967 +11%
FPCP
1399
Fort Point Capital Partners
California
$462K +$13.5K +312 +3%
BWG
1400
Beta Wealth Group
California
$458K +$4.57K +106 +1%