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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RT
1376
Rockland Trust
Massachusetts
$585K -$39.3K -666 -6%
IFWM
1377
Institute for Wealth Management
Colorado
$585K -$32.3K -547 -5%
Financial Engines Advisors
1378
Financial Engines Advisors
California
$580K +$40.1K +680 +7%
BFM
1379
Boothbay Fund Management
New York
$580K -$1.31M -22,263 -70%
AIM
1380
Athena Investment Management
California
$580K -$19.6K -332 -3%
SCM
1381
Sterneck Capital Management
Missouri
$579K -$66.7K -1,129 -10%
RCM
1382
RB Capital Management
Nevada
$577K -$5.08K -86 -0.9%
CCG
1383
Catalina Capital Group
California
$577K +$121K +2,051 +27%
RCWM
1384
Royal Capital Wealth Management
Indiana
$575K +$708 +12 +0.1%
VP
1385
Verum Partners
North Carolina
$573K +$1.24K +21 +0.2%
TIM
1386
Thompson Investment Management
Wisconsin
$573K -$1.86M -31,472 -77%
IHWM
1387
Iron Horse Wealth Management
Iowa
$572K -$8.8K -149 -2%
HFM
1388
Hartford Financial Management
Connecticut
$570K
STA
1389
Smith Thornton Advisors
Alabama
$570K +$566K +9,591 New
GIA
1390
Gladstone Institutional Advisory
Florida
$568K +$102K +1,732 +22%
HI
1391
Humankind Investments
New York
$568K +$73.8K +1,250 +15%
SWC
1392
Spectrum Wealth Counsel
Indiana
$568K +$40.2K +681 +8%
AP
1393
Appleton Partners
Massachusetts
$568K -$27.3K -463 -5%
MCM
1394
Monarch Capital Management
Indiana
$567K
IIA
1395
Integral Investment Advisors
California
$567K +$44.3K +751 +8%
CP
1396
Creekside Partners
California
$566K +$563K +9,537 New
BIP
1397
Blueprint Investment Partners
North Carolina
$566K +$108K +1,832 +24%
SIM
1398
Sentry Investment Management
Wisconsin
$564K -$670K -11,345 -54%
WFI
1399
West Family Investments
California
$564K
LW
1400
Linscomb Wealth
Texas
$564K +$11.1K +188 +2%