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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1426
Vontobel Asset Management
New York
$437K -$5.18K -120 -1%
WLPWM
1427
Walled Lake Planning & Wealth Management
Illinois
$437K
BBW
1428
Blue Barn Wealth
Utah
$436K -$107K -2,486 -22%
RMDI
1429
R.M. Davis Inc
Maine
$435K
MIP
1430
Marietta Investment Partners
Wisconsin
$433K
GIA
1431
Gladstone Institutional Advisory
Florida
$433K -$12.5K -290 -3%
CFA
1432
Cahill Financial Advisors
Minnesota
$431K -$109K -2,528 -22%
HI
1433
Hudock Inc
Pennsylvania
$431K +$86 +2 +0%
NIM
1434
Northeast Investment Management
Massachusetts
$430K
EWM
1435
Evermay Wealth Management
Virginia
$430K +$1.42K +33 +0.4%
BFO
1436
Biltmore Family Office
North Carolina
$428K
SC
1437
Summa Corp
Texas
$428K +$375K +8,700 New
BCA
1438
Bray Capital Advisors
Florida
$428K +$302 +7 +0.1%
SFG
1439
SNS Financial Group
Minnesota
$426K +$39.6K +917 +12%
PWM
1440
Prentice Wealth Management
New York
$424K +$7.12K +165 +2%
GIS
1441
Grayhawk Investment Strategies
Alberta, Canada
$422K +$370K +8,564 New
Vontobel Holding
1442
Vontobel Holding
Switzerland
$421K -$2.86M -66,302 -89%
LJAC
1443
L.J. Altfest & Co
New York
$420K -$79.5K -1,842 -18%
IB
1444
Intrust Bank
Kansas
$419K +$863 +20 +0.2%
DA
1445
Doliver Advisors
Texas
$419K -$30.7K -711 -8%
FB
1446
First Bancorp
Maine
$418K
IPWA
1447
International Private Wealth Advisors
California
$416K +$365K +8,461 New
LA
1448
Lakeside Advisors
Washington
$413K -$9.67K -224 -3%
ST
1449
Spinnaker Trust
Maine
$413K
KP
1450
Keel Point
Alabama
$413K +$46K +1,067 +15%