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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1501
McRae Capital Management
New Jersey
$716K
SAM
1502
Summit Asset Management
Tennessee
$712K
FAM
1503
Formidable Asset Management
Ohio
$712K +$16.9K +300 +3%
IGGA
1504
Iron Gate Global Advisors
Utah
$710K -$40.3K -714 -6%
HIC
1505
Hartline Investment Corp
Illinois
$710K +$6.78K +120 +1%
HH
1506
HWG Holdings
Texas
$701K +$652K +11,551 New
AHC
1507
Adell Harriman & Carpenter
Texas
$699K -$164K -2,898 -20%
FNBSF
1508
First National Bank Sioux Falls
South Dakota
$697K -$75.8K -1,342 -10%
OC
1509
Oarsman Capital
Wisconsin
$697K -$54.7K -968 -8%
NWM
1510
Northwest Wealth Management
Iowa
$691K +$219K +3,877 +52%
NAM
1511
NTV Asset Management
West Virginia
$689K
AFC
1512
AFT Forsyth & Company
Florida
$688K +$640K +11,335 New
HCA
1513
Harbour Capital Advisors
Virginia
$687K -$628K -11,126 -50%
FPS
1514
Fieldpoint Private Securities
Connecticut
$683K +$73.9K +1,308 +13%
Holocene Advisors
1515
Holocene Advisors
New York
$683K +$636K +11,255 New
CPA
1516
Capital Planning Advisors
California
$681K -$525K -9,289 -45%
FFS
1517
Founders Financial Securities
Maryland
$681K +$634K +11,220 New
TFF
1518
The Family Firm
Maryland
$680K +$113 +2 +0%
IFWM
1519
Institute for Wealth Management
Colorado
$680K +$4.35K +77 +0.7%
LPT
1520
Legacy Private Trust
Wisconsin
$679K -$1.3K -23 -0.2%
OIA
1521
Optimum Investment Advisors
Illinois
$673K +$169 +3 +0%
MA
1522
MCF Advisors
Kentucky
$673K +$1.02K +18 +0.2%
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$668K +$28.4K +503 +5%
HAI
1524
Hennessy Advisors Inc
California
$667K -$339K -6,000 -35%
WPW
1525
Waldron Private Wealth
Pennsylvania
$667K