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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1451
Oarsman Capital
Wisconsin
$695K -$49.7K -927 -7%
FCIM
1452
Fairview Capital Investment Management
California
$692K
BWM
1453
BigSur Wealth Management
Florida
$688K
BB
1454
Bell Bank
North Dakota
$676K +$7.61K +142 +1%
TWI
1455
Thomas White International
Illinois
$675K
CWM
1456
Cornerstone Wealth Management
Missouri
$674K +$149K +2,773 +30%
PFBT
1457
Parkside Financial Bank & Trust
Missouri
$672K +$48.1K +897 +8%
NIA
1458
Northstar Investment Advisors
Colorado
$669K -$107K -2,001 -14%
WA
1459
Wealth Architects
California
$665K -$4.98K -93 -0.8%
FWCM
1460
First Western Capital Management
California
$661K -$146K -2,717 -19%
DCM
1461
Dynamic Capital Management
Jersey
$658K -$1.18M -22,093 -65%
FPCG
1462
Fort Pitt Capital Group
Pennsylvania
$652K +$1.13K +21 +0.2%
SAM
1463
Summit Asset Management
Tennessee
$647K -$26.8K -500 -4%
ACM
1464
Ativo Capital Management
Illinois
$647K -$10.1K -188 -2%
HIC
1465
Hartline Investment Corp
Illinois
$642K -$77.7K -1,450 -11%
LPT
1466
Legacy Private Trust
Wisconsin
$641K -$68K -1,269 -10%
OIA
1467
Optimum Investment Advisors
Illinois
$637K +$165K +3,088 +37%
CGL
1468
Clarius Group LLC
Washington
$633K -$38.7K -723 -6%
MSAM
1469
Moloney Securities Asset Management
Missouri
$631K -$30.2K -564 -5%
CCMG
1470
Clark Capital Management Group
Pennsylvania
$629K -$93.1K -1,738 -13%
NAM
1471
NTV Asset Management
West Virginia
$629K -$64.3K -1,200 -10%
FHA
1472
Flagship Harbor Advisors
Massachusetts
$629K +$37.5K +700 +7%
BCP
1473
Berkeley Capital Partners
Georgia
$625K -$78.9K -1,473 -12%
FAM
1474
Formidable Asset Management
Ohio
$625K -$74K -1,381 -11%
IGGA
1475
Iron Gate Global Advisors
Utah
$625K +$604K +11,280 New