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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WB
1401
Webster Bank
Connecticut
$741K
SC
1402
Steph & Co
Wisconsin
$736K
Koshinski Asset Management
1403
Koshinski Asset Management
Illinois
$731K +$65.7K +875 +9%
AIM
1404
Aspen Investment Management
Michigan
$730K +$51.6K +687 +7%
OPCM
1405
Osborne Partners Capital Management
California
$729K -$18K -240 -2%
PCP
1406
Proficio Capital Partners
Massachusetts
$727K +$19.9K +265 +3%
PA
1407
Perennial Advisors
New York
$726K -$11K -147 -1%
CCA
1408
Carrera Capital Advisors
Michigan
$726K +$56.4K +751 +8%
GCM
1409
Gladius Capital Management
Illinois
$721K -$668K -8,892 -47%
JC
1410
Jacobs & Co
California
$720K
PIA
1411
Perennial Investment Advisors
California
$720K +$49.3K +657 +7%
ATFA
1412
All Terrain Financial Advisors
Minnesota
$718K
PI
1413
Parkside Investments
Illinois
$718K -$150K -2,000 -17%
KA
1414
KDT Advisors
New York
$718K +$751K +10,000 New
CVM
1415
Cheviot Value Management
California
$716K +$728K +9,700 New
ZIG
1416
Zuckerman Investment Group
Illinois
$716K
MCM
1417
Monument Capital Management
Virginia
$715K
MCM
1418
Monarch Capital Management
Indiana
$714K +$29.2K +389 +4%
SRC
1419
Shufro Rose & Co
New York
$711K +$744K +9,906 New
PTP
1420
Platform Technology Partners
New York
$711K +$1.35K +18 +0.2%
BMC
1421
Beaton Management Company
Massachusetts
$711K
CAC
1422
Core Alternative Capital
Georgia
$709K +$5.11K +68 +0.7%
IHWM
1423
Iron Horse Wealth Management
Iowa
$708K +$3.9K +52 +0.5%
KAS
1424
KPP Advisory Services
Kentucky
$708K +$741K +9,866 New
RMDI
1425
R.M. Davis Inc
Maine
$707K -$2.4K -32 -0.3%