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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1401
Avestar Capital
New York
$514K +$143K +3,032 +42%
EF
1402
Empirical Finance
Pennsylvania
$513K +$7.96K +169 +2%
TCPWM
1403
Traverso Chambers Private Wealth Management
California
$512K +$33.7K +715 +8%
CBFP
1404
Cedar Brook Financial Partners
Ohio
$509K -$71.9K -1,526 -13%
AF
1405
AMG Funds
Connecticut
$508K -$358K -7,599 -43%
FWM
1406
Fairhaven Wealth Management
Illinois
$507K
ACM
1407
Ategra Capital Management
Virginia
$505K +$152K +3,232 +48%
WA
1408
Wambolt & Associates
Colorado
$503K +$101K +2,140 +27%
CT
1409
Chicago Trust
Illinois
$502K -$63.8K -1,355 -12%
ZIG
1410
Zuckerman Investment Group
Illinois
$502K
I2I
1411
Insight 2811 Inc
Illinois
$500K +$2.83K +60 +0.6%
HPCM
1412
High Pointe Capital Management
Illinois
$499K +$33.9K +720 +8%
GSWM
1413
Golden State Wealth Management
California
$499K +$57.3K +1,216 +14%
SAM
1414
Shamrock Asset Management
Texas
$498K -$19.9K -422 -4%
XSC
1415
X-Square Capital
Puerto Rico
$498K +$62.9K +1,335 +16%
GAM
1416
Gould Asset Management
California
$497K -$31.8K -674 -6%
LJHT
1417
Laurie J. Hall Trustee
$496K
TW
1418
Transform Wealth
Colorado
$495K -$305K -6,471 -40%
BOS
1419
Bank of Stockton
California
$492K -$2.35K -50 -0.5%
BW
1420
Bison Wealth
Georgia
$491K +$22K +468 +5%
BIA
1421
BHK Investment Advisors
Alabama
$489K +$19.9K +423 +5%
BAS
1422
Brown Advisory Securities
Maryland
$484K -$128K -2,717 -22%
WA
1423
Wealth Architects
California
$483K +$7.54K +160 +2%
EPA
1424
Element Pointe Advisors
Florida
$482K -$4.95K -105 -1%
EM
1425
ELCO Management
New York
$480K -$175K -3,725 -28%