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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1401
Financial Engines Advisors
California
$341K +$30.7K +868 +11%
VDI
1402
Vaughan David Investments
Illinois
$340K -$99.1K -2,799 -24%
CWP
1403
Concord Wealth Partners
Virginia
$340K -$72K -2,033 -19%
SFG
1404
SNS Financial Group
Minnesota
$340K -$10.2K -289 -3%
BCV
1405
Banque Cantonale Vaudoise
Switzerland
$339K -$12.8K -362 -4%
FFA
1406
Founders Financial Alliance
North Carolina
$339K -$2.48K -70 -0.9%
WAP
1407
Wealthcare Advisory Partners
Pennsylvania
$339K +$307K +8,684 New
M
1408
MOTCO
Texas
$338K -$8.6K -243 -3%
RFM
1409
Royal Fund Management
Florida
$337K -$5.95K -168 -2%
SC
1410
Schulhoff & Co
Ohio
$335K -$10.6K -299 -3%
EP
1411
Eudaimonia Partners
Tennessee
$335K +$106 +3 +0%
KNW
1412
Kesler Norman & Wride
Utah
$334K +$6.44K +182 +2%
LD
1413
Lipe & Dalton
New York
$334K +$49.6K +1,400 +20%
ARTA
1414
A.R.T. Advisors
New York
$334K +$302K +8,541 New
AI
1415
AXS Investments
New York
$334K +$303K +8,554 New
Aristotle Capital Management
1416
Aristotle Capital Management
California
$332K +$301K +8,500 New
HHGA
1417
Halbert Hargrove Global Advisors
California
$331K -$6.83K -193 -2%
AA
1418
Argent Advisors
Louisiana
$331K +$25.8K +728 +9%
PIA
1419
Perennial Investment Advisors
California
$331K +$56.2K +1,588 +23%
DP
1420
Denver PWM
Colorado
$330K -$3.54K -100 -0.7%
CA
1421
Calton & Associates
Florida
$328K -$763K -21,541 -72%
HWA
1422
HCR Wealth Advisors
California
$326K -$232K -6,552 -44%
CST
1423
Charles Schwab Trust
Nevada
$326K -$6.12K -173 -2%
PWM
1424
PBMares Wealth Management
Virginia
$326K +$295K +8,344 New
TIA
1425
Traphagen Investment Advisors
New Jersey
$326K -$13.2K -373 -4%