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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1526
FAS Wealth Partners
Kansas
$480K +$157K +2,937 +51%
MFW
1527
Mosaic Family Wealth
Missouri
$476K -$29.4K -549 -6%
CWM
1528
Chesapeake Wealth Management
Virginia
$475K +$201K +3,759 +78%
BW
1529
Bison Wealth
Georgia
$473K -$154K -2,869 -25%
CWM
1530
Cahaba Wealth Management
Georgia
$473K +$13.9K +259 +3%
RP
1531
Rice Partnership
Hawaii
$472K +$67.2K +1,254 +17%
QAM
1532
QCI Asset Management
New York
$471K -$909K -16,976 -67%
CC
1533
Colrain Capital
Massachusetts
$471K
TCM
1534
Tributary Capital Management
Nebraska
$471K
IGGA
1535
Iron Gate Global Advisors
Utah
$467K -$265K -4,938 -37%
MCM
1536
Manchester Capital Management
Vermont
$466K +$378K +7,062 +529%
CCT
1537
Chemung Canal Trust
New York
$464K -$64.9K -1,211 -13%
SWK
1538
Stephen W. Kidder
$463K -$37.5K -700 -8%
IOOF
1539
Independent Order of Foresters
Ontario, Canada
$462K +$75.5K +1,410 +20%
GBBWRPM
1540
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$461K -$23.5K -439 -5%
HHGA
1541
Halbert Hargrove Global Advisors
California
$460K +$10.4K +195 +2%
HK
1542
Horizon Kinetics
New York
$458K +$4.88K +91 +1%
LPT
1543
Legacy Private Trust
Wisconsin
$456K -$149K -2,785 -25%
KSA
1544
Ken Stern & Associates
California
$456K -$36.9K -689 -8%
I2I
1545
Insight 2811 Inc
Illinois
$454K +$4.71K +88 +1%
FPCP
1546
Fort Point Capital Partners
California
$453K -$451K -8,412 -51%
VCA
1547
Verdence Capital Advisors
Maryland
$450K -$77.6K -1,449 -15%
GSBTD
1548
Glenview State Bank Trust Department
Illinois
$449K -$42.9K -800 -9%
LPIC
1549
LeJeune Puetz Investment Counsel
Michigan
$447K
AFNAS
1550
American Financial Network Advisory Services
California
$445K -$107 -2 -7%