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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1501
Tarbox Family Office
California
$600K -$11.8K -208 -2%
Koshinski Asset Management
1502
Koshinski Asset Management
Illinois
$599K +$151K +2,659 +33%
BWL
1503
Bogart Wealth LLC
Virginia
$597K +$66.5K +1,172 +12%
KWM
1504
Kingsview Wealth Management
Oregon
$597K +$608K +10,723 New
SBL
1505
Sargent Bickham Lagudis
Colorado
$592K +$32.9K +580 +6%
RP
1506
Reinhart Partners
Wisconsin
$591K +$129K +2,265 +27%
ADL
1507
Asset Dedication LLC
California
$589K -$5.79K -102 -0.9%
IH
1508
IFC Holdings
Florida
$586K -$182K -3,205 -23%
SWM
1509
Stockman Wealth Management
Montana
$585K -$2.61K -46 -0.4%
CFA
1510
Capstone Financial Advisors
Illinois
$583K +$2.95K +52 +0.5%
VST
1511
Van Strum & Towne
California
$581K -$42.6K -750 -7%
FIM
1512
Fruth Investment Management
Texas
$581K -$28.9K -510 -5%
EP
1513
Edgestream Partners
New Jersey
$581K +$592K +10,435 New
FHA
1514
Flagship Harbor Advisors
Massachusetts
$579K -$20.9K -369 -3%
BFIC
1515
Bedell Frazier Investment Counselling
California
$571K -$177K -3,118 -23%
LWM
1516
Lyell Wealth Management
California
$569K -$534K -9,409 -48%
WDL
1517
Well Done LLC
Michigan
$565K
CA
1518
Callahan Advisors
Texas
$561K -$27.9K -491 -5%
KWMG
1519
King Wealth Management Group
Florida
$560K -$33.8K -596 -6%
SWK
1520
Stephen W. Kidder
$560K -$17K -300 -3%
HA
1521
Harbor Advisors
Florida
$557K
NBC
1522
Neuberger Berman Canada
Ontario, Canada
$555K -$382K -6,739 -40%
ZIG
1523
Zuckerman Investment Group
Illinois
$554K
CAW
1524
Cornerstone Advisors (Washington)
Washington
$553K -$738 -13 -0.1%
HCM
1525
Hollencrest Capital Management
California
$553K