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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BG
1426
Bollard Group
Massachusetts
$382K +$375K +8,400 +28,966%
TWM
1427
Titus Wealth Management
California
$380K +$100K +2,250 +37%
CCM
1428
Cohen Capital Management
California
$376K
VWA
1429
Visionary Wealth Advisors
Illinois
$376K +$53.2K +1,192 +17%
MWP
1430
MYCIO Wealth Partners
Pennsylvania
$375K
AWA
1431
Acorn Wealth Advisors
Michigan
$374K -$37.9K -849 -9%
BFIC
1432
Bedell Frazier Investment Counselling
California
$374K +$23.5K +527 +7%
TIA
1433
Traphagen Investment Advisors
New Jersey
$373K -$3.93K -88 -1%
CA
1434
Cornerstone Advisory
Maryland
$372K +$89 +2 +0%
EAM
1435
Evanson Asset Management
California
$370K -$494K -11,073 -58%
PWM
1436
PBMares Wealth Management
Virginia
$370K -$7.95K -178 -2%
JCM
1437
Janney Capital Management
Pennsylvania
$370K -$6.79K -152 -2%
FCFC
1438
First Citizens Financial Corp
Iowa
$370K
HGWM
1439
Horst & Graben Wealth Management
Oregon
$369K +$357 +8 +0.1%
CBFP
1440
Cedar Brook Financial Partners
Ohio
$369K +$94.5K +2,117 +35%
MMA
1441
Miracle Mile Advisors
California
$368K -$51.4K -1,150 -12%
BTW
1442
Boston Trust Walden
Massachusetts
$367K
CAM
1443
Cidel Asset Management
Ontario, Canada
$367K
ER
1444
Enlightenment Research
Florida
$367K +$362K +8,100 New
CIC
1445
Crawford Investment Counsel
Georgia
$366K -$56.9K -1,275 -14%
MMG
1446
Monetary Management Group
Missouri
$365K
SNBOSD
1447
Security National Bank of So Dak
Iowa
$365K +$112K +2,519 +46%
WCM
1448
Washington Capital Management
Washington
$362K
IWP
1449
Icon Wealth Partners
Texas
$362K +$93.9K +2,102 +36%
JHP
1450
James Hambro & Partners
United Kingdom
$361K -$14.2K -318 -4%