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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
1426
Trust Company of Vermont
Vermont
$354K
CWS
1427
Confluence Wealth Services
Pennsylvania
$353K -$116K -2,692 -23%
BWA
1428
Bordeaux Wealth Advisors
California
$353K -$56.3K -1,311 -13%
CIM
1429
Contravisory Investment Management
Massachusetts
$353K -$13.7K -318 -3%
RIG
1430
Roosevelt Investment Group
New York
$352K +$61.2K +1,425 +19%
BFO
1431
Biltmore Family Office
North Carolina
$351K +$644 +15 +0.2%
AC
1432
ASB Consultores
Florida
$349K +$56.5K +1,315 +18%
IWA
1433
IVC Wealth Advisors
Pennsylvania
$348K +$687 +16 +0.2%
PMFA
1434
Plante Moran Financial Advisors
Michigan
$347K +$730 +17 +0.2%
Financial Engines Advisors
1435
Financial Engines Advisors
California
$345K -$12.4K -288 -3%
SC
1436
Schulhoff & Co
Ohio
$343K +$86 +2 +0%
EWM
1437
Empirical Wealth Management
Washington
$343K +$366K +8,517 New
IA
1438
IFG Advisory
Georgia
$343K +$367K +8,543 New
IFWM
1439
Institute for Wealth Management
Colorado
$342K -$143K -3,324 -28%
BG
1440
Bollard Group
Massachusetts
$341K
MA
1441
MKT Advisors
California
$340K -$23.5K -548 -6%
SAM
1442
Sawgrass Asset Management
Florida
$340K -$9.88K -230 -3%
CA
1443
Cornerstone Advisory
Maryland
$340K +$988 +23 +0.3%
PL
1444
Plancorp LLC
Missouri
$340K +$7.35K +171 +2%
NPA
1445
Nichols & Pratt Advisers
Massachusetts
$338K
KPW
1446
Kore Private Wealth
New York
$338K +$1.42K +33 +0.4%
GBT
1447
Grove Bank & Trust
Florida
$337K
TFS
1448
Thoroughbred Financial Services
Tennessee
$336K +$359K +8,360 New
FMB
1449
Field & Main Bank
Kentucky
$335K +$1.89K +44 +0.5%
EWM
1450
Evermay Wealth Management
Virginia
$334K