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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1451
Arete Wealth Advisors
Illinois
$604K -$19.2K -358 -3%
EF
1452
Exeter Financial
Arizona
$601K -$74.5K -1,390 -11%
AIM
1453
Arcadia Investment Management
Michigan
$599K +$32.1K +600 +6%
CGL
1454
Clarius Group LLC
Washington
$599K +$257K +4,805 +80%
OIA
1455
Optimum Investment Advisors
Illinois
$596K +$9.32K +174 +2%
CPC
1456
Congress Park Capital
New York
$595K +$21.6K +403 +4%
DAM
1457
Doheny Asset Management
California
$594K -$67K -1,250 -10%
BB
1458
Bell Bank
North Dakota
$590K -$4.66K -87 -0.8%
NIA
1459
Northstar Investment Advisors
Colorado
$589K -$1.66K -31 -0.3%
KA
1460
Kaizen Advisory
Illinois
$588K +$338K +6,311 +147%
BI
1461
Bramshill Investments
Florida
$587K +$568K +10,595 New
NWM
1462
Northwest Wealth Management
Iowa
$586K -$29.4K -548 -5%
ADL
1463
Asset Dedication LLC
California
$584K -$5.04K -94 -0.9%
WC
1464
Weil Company
California
$568K
BFO
1465
Boston Family Office
Massachusetts
$561K -$204K -3,815 -27%
CWA
1466
Cypress Wealth Advisors
California
$560K -$6.75K -126 -1%
VHAM
1467
Van Hulzen Asset Management
California
$558K +$2.04K +38 +0.4%
CAW
1468
Cornerstone Advisors (Washington)
Washington
$555K +$13.6K +253 +3%
RC
1469
RBF Capital
California
$554K
PA
1470
Probity Advisors
Texas
$554K +$29.7K +554 +6%
KPF
1471
K2 Principal Fund
Ontario, Canada
$554K +$268K +5,000 +100%
JVBC
1472
J.V. Bruni & Co
Colorado
$554K +$536K +10,000 New
GI
1473
Glovista Investments
New Jersey
$553K +$536 +10 +0.1%
ZIG
1474
Zuckerman Investment Group
Illinois
$552K -$10.9K -203 -2%
FIM
1475
Freedom Investment Management
Connecticut
$551K +$116K +2,156 +28%