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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1551
Tarbox Family Office
California
$519K -$634 -13 -0.1%
HHGA
1552
Halbert Hargrove Global Advisors
California
$518K -$26.6K -545 -5%
LP
1553
LGL Partners
Pennsylvania
$517K -$39.7K -815 -7%
SWA
1554
Sutton Wealth Advisors
Florida
$513K +$27.2K +557 +5%
IWA
1555
Intercontinental Wealth Advisors
Texas
$511K -$1.95K -40 -0.4%
RBC
1556
Ronald Blue & Co
Georgia
$508K -$42.6K -874 -8%
FPCP
1557
Fort Point Capital Partners
California
$508K +$123K +2,522 +31%
SMC
1558
Smith, Moore & Co
Missouri
$505K +$92.9K +1,906 +22%
KA
1559
Kovack Advisors
Florida
$501K +$60.4K +1,238 +13%
OCM
1560
Osterweis Capital Management
California
$500K
PFBT
1561
Parkside Financial Bank & Trust
Missouri
$499K -$16.8K -344 -3%
B
1562
Bellecapital
Switzerland
$497K +$512K +10,495 New
WSCM
1563
Wellington Shields Capital Management
New York
$496K -$87.8K -1,800 -15%
OIA
1564
Optimum Investment Advisors
Illinois
$496K -$20.9K -429 -4%
MA
1565
MCF Advisors
Kentucky
$495K +$3.9K +80 +0.8%
KP
1566
Keel Point
Alabama
$495K +$44.1K +905 +9%
JSAM
1567
J. Safra Asset Management
New York
$494K -$1.63M -33,501 -76%
FA
1568
Fagan Associates
New York
$494K +$94K +1,927 +23%
SWK
1569
Stephen W. Kidder
$490K
ADL
1570
Asset Dedication LLC
California
$486K -$5.12K -105 -1%
CPIG
1571
Chicago Partners Investment Group
Illinois
$483K
FPCG
1572
Fort Pitt Capital Group
Pennsylvania
$480K +$76.9K +1,578 +18%
PTC
1573
Philadelphia Trust Company
Pennsylvania
$479K +$11K +225 +2%
TYCC
1574
Texas Yale Capital Corp
Florida
$476K -$24.7K -506 -5%
BHC
1575
Bowen Hanes & Co
Florida
$476K +$12.2K +250 +3%