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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WHRC
1476
W.H. Reaves & Co
New Jersey
$259K
PP
1477
PagnatoKarp Partners
Virginia
$259K +$63.1K +1,484 +20%
FPS
1478
Fieldpoint Private Securities
Connecticut
$259K +$74.2K +1,745 +24%
PT
1479
Plimoth Trust
Massachusetts
$259K +$127K +2,989 +50%
QCM
1480
Quest Capital Management
Texas
$258K -$19K -448 -5%
CFA
1481
Capstone Financial Advisors
Illinois
$258K +$211K +4,974 +124%
NG
1482
Northstar Group
New York
$257K -$52.8K -1,241 -12%
BFO
1483
Boston Family Office
Massachusetts
$254K -$77K -1,812 -17%
EM
1484
ELCO Management
New York
$254K
HFG
1485
Heron Financial Group
New York
$253K -$6.59K -155 -2%
GTCM
1486
Gyon Technologies Capital Management
New Jersey
$253K +$374K +8,799 New
WA
1487
Wealth Architects
California
$252K +$4.72K +111 +1%
HWM
1488
Hohimer Wealth Management
Washington
$251K +$118K +2,775 +46%
EWM
1489
Empirical Wealth Management
Washington
$250K -$239K -5,616 -39%
CG
1490
Cutler Group
California
$250K +$371K +8,720 New
WCM
1491
Whitener Capital Management
North Carolina
$249K -$94.9K -2,232 -20%
BW
1492
Bison Wealth
Georgia
$249K -$42.7K -1,005 -10%
CCM
1493
Canal Capital Management
Virginia
$249K +$3.87K +91 +1%
BRWM
1494
B. Riley Wealth Management
Tennessee
$249K +$61.3K +1,441 +20%
TCB
1495
Texas Capital Bancshares
Texas
$247K
RFM
1496
Royal Fund Management
Florida
$246K +$510 +12 +0.1%
JLBC
1497
J.L. Bainbridge & Co
Florida
$246K +$97.3K +2,290 +36%
EP
1498
Eudaimonia Partners
Tennessee
$245K -$41.3K -971 -10%
IFWM
1499
Institute for Wealth Management
Colorado
$245K +$53.8K +1,265 +17%
Financial Engines Advisors
1500
Financial Engines Advisors
California
$242K +$32.1K +756 +10%