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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1526
Partnervest Advisory Services
California
$392K +$19.1K +408 +5%
HVIA
1527
Hudson Valley Investment Advisors
New York
$390K -$39.8K -851 -9%
AIM
1528
Arcadia Investment Management
Michigan
$389K
RGNCM
1529
R.G. Niederhoffer Capital Management
New York
$388K +$383K +8,200 New
SWA
1530
Sutton Wealth Advisors
Florida
$385K -$25.9K -554 -6%
CA
1531
Cornerstone Advisory
Maryland
$385K -$9.87K -211 -3%
CYG
1532
Clean Yield Group
Vermont
$384K -$9.87K -211 -3%
GD
1533
Grandfield & Dodd
New York
$384K -$9.17K -196 -2%
BWM
1534
BigSur Wealth Management
Florida
$384K
DAM
1535
Doheny Asset Management
California
$383K -$70.1K -1,500 -16%
PKC
1536
Palmer Knight Company
Florida
$383K
RA
1537
RFG Advisory
Alabama
$381K +$376K +8,044 New
PP
1538
PagnatoKarp Partners
Virginia
$381K +$377K +8,057 New
FIM
1539
Fruth Investment Management
Texas
$380K -$14K -300 -4%
GLA
1540
Great Lakes Advisors
Illinois
$379K -$58.1K -1,243 -13%
HS
1541
HighVista Strategies
Massachusetts
$379K -$37.4K -800 -9%
CC
1542
Colrain Capital
Massachusetts
$379K
ARMC
1543
American Research & Management Company
Massachusetts
$378K -$61.6K -1,317 -14%
RWA
1544
River Wealth Advisors
Pennsylvania
$378K
PIM
1545
Penobscot Investment Management
Massachusetts
$377K -$25.7K -550 -6%
SIM
1546
SSI Investment Management
California
$376K -$1.45K -31 -0.4%
JVBC
1547
J.V. Bruni & Co
Colorado
$375K
MCM
1548
McRae Capital Management
New Jersey
$373K
ACM
1549
AUA Capital Management
Pennsylvania
$372K
NQWM
1550
Northwest Quadrant Wealth Management
Oregon
$371K +$327 +7 +0.1%