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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BMC
1426
Beaton Management Company
Massachusetts
$826K -$4.05K -50 -0.5%
SC
1427
Steph & Co
Wisconsin
$825K -$32.4K -400 -4%
SWM
1428
Sendero Wealth Management
Texas
$824K -$398K -4,904 -33%
WAG
1429
Wallace Advisory Group
California
$823K -$109K -1,342 -12%
GSC
1430
G&S Capital
Colorado
$819K +$1.78K +22 +0.2%
VWM
1431
Venturi Wealth Management
Texas
$818K +$91.7K +1,131 +13%
EA
1432
Everpar Advisors
Oklahoma
$818K +$105K +1,297 +15%
AWAU
1433
Alliance Wealth Advisors (Utah)
Utah
$817K -$16.9K -208 -2%
VNA
1434
Valley National Advisers
Pennsylvania
$817K -$17.1K -211 -2%
RT
1435
Rockland Trust
Massachusetts
$813K -$12.2K -150 -2%
WP
1436
WealthShield Partners
North Carolina
$813K -$405 -5 -0.1%
TF
1437
Tudor Financial
Ohio
$812K +$52.9K +652 +7%
MMG
1438
Monetary Management Group
Missouri
$808K
1WM
1439
1900 Wealth Management
Texas
$806K +$43.1K +532 +6%
VST
1440
Van Strum & Towne
California
$806K
FPB
1441
First PREMIER Bank
South Dakota
$806K
IIC
1442
Integrated Investment Consultants
Michigan
$806K -$4.62K -57 -0.6%
STA
1443
Smith Thornton Advisors
Alabama
$804K
RC
1444
Rexford Capital
Texas
$802K
KAS
1445
KPP Advisory Services
Kentucky
$801K -$24.7K -305 -3%
OL
1446
OneFund LLC
Florida
$800K +$30.8K +380 +4%
CP
1447
Creekside Partners
California
$799K
MCM
1448
Monarch Capital Management
Indiana
$796K -$40.5K -500 -5%
BFO
1449
Biltmore Family Office
North Carolina
$794K +$4.62K +57 +0.6%
MCM
1450
Manchester Capital Management
Vermont
$793K -$279K -3,437 -27%