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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
1426
Point View Wealth Management
New Jersey
$773K +$96 +2 +0%
WG
1427
Welch Group
Alabama
$773K +$92.1K +1,924 +12%
C
1428
CFO4Life
Texas
$772K +$30.2K +631 +4%
TA
1429
Tiedemann Advisors
New York
$772K +$810K +16,933 New
CCT
1430
Country Club Trust
Missouri
$771K -$561K -11,716 -40%
ACN
1431
Advisor Consultant Network
Ohio
$771K +$832K +17,393 New
IAMOG
1432
Investors Asset Management of Georgia
Georgia
$769K -$86.1K -1,800 -9%
CWA
1433
Cypress Wealth Advisors
California
$768K +$78.9K +1,648 +10%
ST
1434
Sageworth Trust
Pennsylvania
$766K +$827K +17,291 New
GLI
1435
Guardian Life Insurance
New York
$765K -$2.2K -46 -0.3%
IIM
1436
Ipswich Investment Management
Massachusetts
$761K -$719K -15,026 -47%
BWM
1437
Bernicke Wealth Management
Wisconsin
$756K -$2.01K -42 -0.2%
BP
1438
Ballentine Partners
Massachusetts
$753K -$280K -5,858 -26%
BC
1439
Burney Company
Virginia
$753K -$164K -3,431 -17%
BA
1440
Birinyi Associates
Connecticut
$753K -$108K -2,250 -12%
BCMO
1441
Buckingham Capital Management (Ohio)
Ohio
$753K -$36.4K -760 -4%
AIA
1442
AIMZ Investment Advisors
California
$752K -$8.8K -184 -1%
NSIM
1443
North Star Investment Management
Illinois
$751K +$24K +502 +3%
PL
1444
Plancorp LLC
Missouri
$750K +$76.3K +1,595 +10%
AssetMark Inc
1445
AssetMark Inc
California
$744K -$2.88M -60,277 -78%
FAB
1446
First American Bank
Illinois
$734K -$3.84M -80,348 -83%
CF
1447
CenterStar Fund
Illinois
$733K
RIL
1448
Rothschild Investment LLC
Illinois
$730K -$486K -10,157 -38%
BFC
1449
Blue Fin Capital
Rhode Island
$724K -$53.8K -1,125 -6%
PFC
1450
Phocas Financial Corp
California
$721K -$8.13K -170 -1%