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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1526
Osterweis Capital Management
California
$573K
ACM
1527
Alpha Capital Management
Texas
$573K +$54 +1 +0%
MFW
1528
Mosaic Family Wealth
Missouri
$571K +$571K +10,514 New
PMFA
1529
Plante Moran Financial Advisors
Michigan
$569K +$5.97K +110 +1%
GAG
1530
GM Advisory Group
New York
$563K +$563K +10,364 New
ZIG
1531
Zuckerman Investment Group
Illinois
$558K -$136K -2,508 -20%
KP
1532
Keel Point
Alabama
$558K +$290K +5,340 +108%
WCWM
1533
Willow Creek Wealth Management
California
$556K -$49.6K -914 -8%
SAM
1534
Summit Asset Management
Tennessee
$554K
CPIG
1535
Chicago Partners Investment Group
Illinois
$554K +$114K +2,102 +26%
OPTFSNA
1536
Old Point Trust & Financial Services N A
Virginia
$551K +$81.4K +1,500 +17%
VIM
1537
Veritas Investment Management
United Kingdom
$542K +$174K +3,212 +48%
EIM
1538
Emerson Investment Management
Massachusetts
$541K +$15.8K +291 +3%
CAW
1539
Cornerstone Advisors (Washington)
Washington
$537K -$162K -2,989 -23%
SFG
1540
SNS Financial Group
Minnesota
$533K -$3.86M -71,153 -88%
PFBT
1541
Parkside Financial Bank & Trust
Missouri
$532K +$7.22K +133 +1%
SFA
1542
Sequoia Financial Advisors
Ohio
$530K +$5.27K +97 +1%
IOOF
1543
Independent Order of Foresters
Ontario, Canada
$526K -$97.5K -1,795 -16%
RIM
1544
Regent Investment Management
Kentucky
$526K
TFF
1545
The Family Firm
Maryland
$525K -$1.9K -35 -0.4%
KA
1546
Kovack Advisors
Florida
$524K +$37.8K +697 +8%
WAS
1547
Winch Advisory Services
Wisconsin
$521K -$45.1K -830 -8%
MVA
1548
Mount Vernon Associates
Maryland
$521K
Koshinski Asset Management
1549
Koshinski Asset Management
Illinois
$520K +$50.3K +927 +11%
MA
1550
Marshwinds Advisory
Georgia
$519K +$597 +11 +0.1%