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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1501
Sheets Smith Wealth Management
North Carolina
$709K +$811 +10 +0.1%
BFC
1502
Bedel Financial Consulting
Indiana
$708K +$1.46K +18 +0.2%
SCP
1503
Sivia Capital Partners
California
$708K +$6.08K +75 +0.9%
AMG
1504
Advisors Management Group
Wisconsin
$706K -$1.22K -15 -0.2%
EGA
1505
Eagle Global Advisors
Texas
$706K
Legacy Financial Group (Iowa)
1506
Legacy Financial Group (Iowa)
Iowa
$705K -$11.5K -142 -2%
HBS
1507
Howard Bailey Securities
Indiana
$705K -$2.11K -26 -0.3%
RCA
1508
Roberts Capital Advisors
Colorado
$705K +$682K +8,405 New
BOSSRA
1509
B.O.S.S. Retirement Advisors
Utah
$704K +$99.6K +1,228 +17%
VA
1510
Valmark Advisers
Ohio
$701K -$2.76K -34 -0.4%
CIC
1511
Cutler Investment Counsel
Oregon
$701K +$15.4K +190 +2%
ACG
1512
Allen Capital Group
Nebraska
$700K +$25.7K +317 +4%
PMA
1513
Prudent Man Advisors
Illinois
$699K -$651K -8,030 -49%
ONGA
1514
O'Neil Global Advisors
California
$695K +$672K +8,292 New
KCAM
1515
Kagan Cocozza Asset Management
New Jersey
$694K -$54.8K -676 -8%
VCM
1516
Versant Capital Management
Arizona
$694K +$167K +2,063 +33%
TFIPS
1517
Towarzystwo Funduszy Inwestycyjnych PZU SA
$692K +$371K +4,580 +125%
AO
1518
Advisor OS
Illinois
$691K +$93.5K +1,153 +16%
VWM
1519
Vermillion Wealth Management
Minnesota
$691K +$11.5K +142 +2%
PAW
1520
Plan A Wealth
Nebraska
$690K -$212K -2,618 -24%
CUAMC
1521
China Universal Asset Management Company
China
$689K -$237K -2,917 -26%
WMA
1522
West Michigan Advisors
Michigan
$689K +$327K +4,034 +96%
DWM
1523
Dakota Wealth Management
Florida
$688K -$771K -9,502 -54%
WA
1524
Wealthstream Advisors
New York
$688K +$21.9K +270 +3%
LAM
1525
Lingohr Asset Management
Germany
$686K -$162K -1,994 -20%